Independent Investment Research

Lowell Resources Fund

Mining and energy investment specialist Lowell Resources Funds Management is listing its 14-year old managed fund on the Australian Securities Exchange, giving a broader pool of investors access to its global portfolio of junior mining and energy companies. The new

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Mid-cap equity LIC upgraded to ‘highly recommended’

Independent Investment Research has upgraded its rating of listed investment company Mirabooka Investments to ‘highly recommended’, citing its strong investment team, transparency, low cost and long track record of good performance. Mirabooka invests in small and mid-cap stocks and is

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Hunter Hall Global Value’s rating restored

Independent Investment Research has reviewed the changes made to Hunter Hall Global Value Ltd (HHV), after Hunter Hall’s merger with Pengana Holdings earlier this year, and it has reinstated the fund’s ‘recommended’ rating. HHV is a listed investment company that

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Microcap managers beat their benchmark

The microcap sector of the Australian sharemarket was a happy hunting ground for active fund managers in 2016/17. While active managers struggled to beat their benchmarks in a number of investment markets last financial year, the majority of microcap managers

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Rupal Bhansali

Global investing with conviction

International equity specialist VGI Partners has launched a prospectus for a new listed investment company, VGI Partners Global Investments Ltd, offering retail investors access to the high conviction, long-short portfolio it has managed for high net worth investors since 2009.

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AFIC refreshes its portfolio

Australia’s biggest listed investment company and noted long-term stock holder, Australian Foundation Investment Co, added several new companies to its portfolio during the 2016/17 financial year. Its biggest addition was the finance industry service provider Link Group. AFIC spent $26.8

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Kelly O'Dwyer

AFIC upgraded

Independent Investment Research has given Australian Foundation Investment Co an upgrade, shifting its rating to ‘highly recommended’ on the back of its consistent long-term performance. AFIC is Australia’s biggest listed investment company, with a market capitalisation of $6.6 billion. It

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Jeremy Duffield

Forager Australian Shares Fund one for the contrarians

Independent Investment Research has initiated coverage of the Forager Australian Shares Fund, giving it a ‘recommended plus’ rating for its ability to produce superior risk-adjusted returns consistently over a long period. IIR says that with its focus on small caps,

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Unloved LIC back in favour

Equity market researcher Independent Investment Research has given out-of-favour LIC Chapman Ltd its backing, following a restructure of its management team and investment portfolio. Chapman is an investor in start-up and early stage companies. Its strategy is to investment in

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Argo’s stability and strong income flow earn it an upgrade

Independent Investment Research has upgraded listed investment company Argo Investment, giving it a “highly recommended” rating in its most recent review of the LIC sector. According to IIR, Argo’s strength has been in delivering steady growth in full-franked dividends over

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Lowell Resources Fund

Mining and energy investment specialist Lowell Resources Funds Management is listing its 14-year old managed fund on the

More »

AFIC refreshes its portfolio

Australia’s biggest listed investment company and noted long-term stock holder, Australian Foundation Investment Co, added several new companies

More »
Kelly O'Dwyer

AFIC upgraded

Independent Investment Research has given Australian Foundation Investment Co an upgrade, shifting its rating to ‘highly recommended’ on

More »

Unloved LIC back in favour

Equity market researcher Independent Investment Research has given out-of-favour LIC Chapman Ltd its backing, following a restructure of

More »