News

The Devon investment process is based upon fundamental research that requires us to spend a great deal of time away from the office visiting many companies, and sectors and across...
Although we wouldn’t typically write on the same topic in concurrent months, we have just conducted some extensive proprietary research on a2Milk (ATM) in China and we believe it...
Air New Zealand's share price seems to have seen little negative down-side from the political stoush between the company and NZ First MP Shane Jones this week. Jones, who is...
Fonterra's problematic 18.8 per cent holding in China's Beingmate Baby & Child Food, a big legal settlement with France's Danone, and generally higher milk prices are expected...
It's All About the Milk Last month the New Zealand share market witnessed an extraordinary event. The a2Milk Company (whose NZX code is ATM) announced their first-half result...
Sustainable Investing  Over the past 20-years significant progress has been made in the provision of opportunities for investors to access strategies which recognise...
A Review of 2017 For investors globally, 2017 has been a strikingly positive year. The US S&P500 Index finished the year up over 20%, its best performance in 4-years, while...
The Future Is Bright for Our Renewable Electricity Sector  Energy demand and consumption is one of the most interesting investment areas globally. There are a number of...
Pocket Bubble?  Over the past 30 years we have seen extreme asset pricing bubbles occur on a number of occasions. In the late 1980’s it was NZ equities and Japanese...
Executive Remuneration - A Runaway Train? Of all the shareholder governance issues, executive remuneration is the one that arouses the most passion but is often the hardest to...