U.S. Equity Strategy: Market Too Good To Be True?
Our outlook remains bullish and we continue to recommend adding exposure on pullbacks. In today’s report we highlight attractive Groups and stocks...
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Screening the Silk Road: (Small) Mid Cap Free Cash Flow
The overall expectation at the start of H1 2019, was that following a decade of seeing growth as the key focus (as ultra-accommodative global...
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Screening the Silk Road: (Small) Mid Cap Free Cash Flow
Since February 2012, Asia Pacific listed companies exhibiting growth characteristics have out performed their value peers. As we head towards the...
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Boost Research
New J Hutton – Exploration Report (Weeks Ending 30/08/19)
We examine at what stage the current commodities Supercycle exists Using BoC data, it appears that three of four commodity trends are...
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Screening the Silk Road: (Small-)Mid Cap Free Cash Flow
In April 2018, we published a FCF screen with the sole aim of identifying potential names which could prove to be strong candidates in a Small-Mid...
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