NEWS & INSIGHTS
Webinar: Emerging Companies Fund reporting season update – Portfolio update and insights from reporting season
Our learnings from reporting season. What we expect from our portfolio holdings and how we feel they will perform as...
Webinar: Australian Equities Fund reporting season update – The themes and trends that emerged from reporting season
Our learnings from reporting season. What we expect from our portfolio holdings and how we feel they will perform as...
Kamada – dually listed on the Nasdaq and on the TASE (ticker KMDA), 3.5% holding in Fund
We wrote about Kamada in March when the company announced its plans to utilise its Hyper-Immunoglobulin (IgG) Platform Technology to...
Plus500 – listed on the London Stock Exchange (ticker PLUS.L). 3.5% position in the Fund.
Plus500 develops and operates an online trading platform for individual customers to trade contracts for difference (CFDs on approximately 2,800...
NICE – Dually listed in the TASE and the Nasdaq (ticker NICE). 3% position in the Fund.
NICE is an Israeli based company and the world’s leading provider of both cloud and on-premises enterprise software solutions. Their...
Radcom – listed on the Nasdaq (ticker RDCM)
RADCOM is a leading expert in cloud-native Network Intelligence for telecom operators transitioning to SDN/NFV (Software Design Networks/Network Functions Virtualization)....
SolarEdge – listed on the Nasdaq (ticker SEDG)
In January 2018 we wrote about a company called SolarEdge. We described SolarEdge as having a significant technological advantage that,...
New investor credo: in private equity we trust
Image credit: Jane Dempster/The Australian Licensed by The Copyright Agency (David Rogers, The Australian) Russel Pillemer has been blown away...
8 pillars for investing in uncertain times
Many of us are struggling to make sense of the world at the moment. It seems to lurch from crisis...