September 9, 2024
Fugitive Emissions
ESG Observations and FY2024 Proxy Voting Report (September-24)
May 8, 2024
Safeguarding the Future
ESG Observations and 1H2024 Proxy Voting Report (May-24)
November 27, 2023
Longwave ESG enhancements
ESG Observations and FY2023 Proxy Voting Report (November-23)
October 12, 2023
Buy Australian
The hidden opportunity for wealth creation that sits right under our nose (Sep-23)
September 19, 2023
The death of magical thinking
Valuations and the cost of capital are adjusting to the real world (Aug-23)
August 11, 2023
Quality is in the eye of the beholder
Why Quality is so difficult to pin down (Jul-23)
July 19, 2023
The (poor) case for indexing small caps
A look at biases embedded in the S&P Index vs Active (SPIVA) survey (Jun-23)
May 29, 2023
Buying Your Way to Net Zero
ESG Observations and 1H2023 Proxy Voting Report (May-23)
April 19, 2023
Are we there yet?
When will markets bottom and when to re-allocate to small caps? (Mar-23)
January 19, 2023
The Rise Of The Machines And A Triumph Of Process
How humans and machines can work together (Dec-22)