Author Archive for: Peter Green

Entries by Peter Green

Small caps shine as Australia’s biggest stocks lag

Australia’s small cap shares have continued their extraordinary run of outperformance, returning 4.1% over the past three months to May, and an incredible 25.4% over the past year. Meanwhile, in a tale of two markets, Australia’s largest shares have proved the laggards, with structural headwinds, regulatory risks, and declining public trust dragging the top of […]

Value investing has taken a hit in 2018

Australian fund managers with a value focused investment strategy are struggling to keep up with the index as the market continues its shift in favour of growth stocks. While value shares have outperformed growth over the past ten years, growth shares have been in front for the past five, despite a value comeback in 2016 […]

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