Dissecting Quality: When Does Management Quality and Corporate Governance Matter Most?
Most active funds tout their ability to discriminate between good and poor quality management, and accordingly weight their portfolios towards...
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Woolworths: CEO resigns, lowers profit guidance
Woolworths this morning announced that the CEO, Grant O'Brien would be stepping down after four years in the role, that a global search for a...
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Woolworths: Risk Reward Becomes More Compelling
Last month, Evidente published an open letter to the Woolworths CEO, Grant O'Brien, suggesting that a lack of corporate focus had contributed to...
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Tame Inflation data and the bond market signal that the yield trade is yet to run its course
As with most macroeconomic releases, there was something for everyone in today’s December quarter CPI. For the doves, the precipitous fall in...
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