Author Archive for: IML

Entries by IML

20 Lessons from 20 Years of Quality and Value Investing

The following lesson is one of IML’s ‘20 lessons for 20 years of quality and value investing’, which were recently published by Anton Tagliaferro and the IML investment team to mark 20 years since IML was founded. We chose this lesson for Lonsec Retire, as it highlights the need for growth assets in retirement, particularly […]

20 lessons from 20 years: #4 Dividends are key

I have learnt over my many years of investing that there are three reasons why dividends are key for investors: 1. Dividends are an important part of the return of an equity portfolio 2. The level of dividends is not impacted by the level of the share market 3. The dividend yield on stocks can […]

Market dynamics: The case for value remains

In the world of haute couture, a famous designer once quipped – “In a world full of trends, I want to remain a classic”. At Investors Mutual we would rephrase it as: “In a world full of trends, we want to remain a true-to-label value investor”. The past 18 months has been a challenging and at times […]

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