JBH & The Good Guys: Animal Spirits - More Crouching Tiger, Less Fluffy Bunny
Edgware called for some animal spirits from JB Hi-Fi in its pursuit of The Good Guys. It is a once in a generation opportunity to reshape the...
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Model Portfolio Monthly Update - Retain Strong Defensive Bias
Following a strong start in its first live month, Evidente's model portfolio under-performed in the month of August, falling by -3.0%, well below...
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Kogan.com - Kompound Returns
Edgware initiated coverage on Kogan.com after its recent ASX-listing. We are the second broker to cover the online retailer besides the IPO broker....
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Australian Discretionary Retailers Defy Record Low Wage Growth - Retain Overweight
Over the past 18 months, Evidente has recommended that Australian focussed investors have an overweight bet in discretionary retailers,...
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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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