Insights - Longwave

A look back in time to see potential forecasting errors in the current AI craze. (June-24)

A look at the Retail sector in Australian small caps. (May-24)

A look at how not all growth is equal between different business models.(April-24)

ESG Observations and 1H2024 Proxy Voting Report (May-24)

Anatomy of a small cap drawdown and observations pointing to a recovery. (Mar-24)

A review some of our key observations from reporting season (Feb-24)

On our fifth anniversary, we look back at what we set out to achieve for investors (Jan-24)

A look back at our 2023 coverage of why and how small-caps generate long-term outperformance (Dec-23)

The family tradition we are building on and will bring you each Christmas (Nov-23)

ESG Observations and FY2023 Proxy Voting Report (November-23)

Small Caps portfolio construction with Melinda White (Nov-23)

A look at the looming corporate debt cliff impacting Small-caps (Oct-23)

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