Launch of Evidente's Long Only Model Portfolio (Australia)
In this post, Evidente launches its benchmark aware, long only model portfolio for Australia for the 2017 financial year. It is designed to be a...
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JBH & The Good Guys: Hunting For Some Animal Spirits
Edgware released the report ‘JB Hi Fi: From Good to Great’ in November last year (attached) along with key exhibits and updated earnings.We drew on...
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Retain Positive View on Australia's Discretionary Retailers
In May of last year, Evidente published a post recommending that investors have an overweight bet in Australia’s discretionary retailers based on...
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Dissecting Australian Retailers' CSR Credentials | Unlocking Embedded Value in Myer's Iconic Brand
The fulcrum of power and influence in Australia’s superannuation system has been gradually shifting towards asset owners – particularly industry...
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Weekly Impressions - Australia's Export Revolution to China's Rising Middle Class
A number of developments in the past week were a stark reminder that Australia’s exports to China are undergoing a revolution thanks to...
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