1H F2024 reporting season

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

The first five years at longwave

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

Simple but not easy

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

Longwave christmas gift 2023

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

Longwave ESG enhancements

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

Small Caps in focus

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

Long and variable lags coming home to roost

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

Buy Australian

The hidden opportunity for wealth creation that sits right under our nose (Sep-23)
InsightsInvestment ProcessReporting

The death of magical thinking

Valuations and the cost of capital are adjusting to the real world (Aug-23)
InsightsInvestment Process

Quality is in the eye of the beholder

Why Quality is so difficult to pin down (Jul-23)
InsightsInvestment ProcessValuation

The (poor) case for indexing small caps

A look at biases embedded in the S&P Index vs Active (SPIVA) survey (Jun-23)
InsightsInvestment Process

The Small Cap company lifecycle sweet spot

Where the opportunities lie for investors (May-23)

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