Top investors name 11 long-term stock picks
Healthcare, digitisation and resources are the big themes that dominate the list of stock picks from top fund managers.
Source: afr.com
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Barrenjoey star banker jumps back to the buy side
Sources said Dean Fremder will join the investment management boutique Firetrail as an equity analyst in the new year.
Source: afr.com
Santos LNG break-up urged by investors
The $25 billion energy giant Santos could be worth almost 40 per cent more if it splits its prized liquefied natural gas assets into a separate company, according to Melbourne-based fund manager L1 Capital.
Source: afr.com
Netflix, Domino's Pizza, Goodman Group, Aussie Broadband among long-term stock picks of top fund managers
After a dramatic earnings season, fund managers are looking for long-term growth in a tricky environment. Here are some of their top picks.
Source: afr.com
ASX: Small caps like Nick Scali a 'no-brainer' says Firetrail Investment's Patrick Hodgens
The investment veteran says the smart money should get ahead of the bigger players and buy into small caps that are cheap and primed for growth.
Source: afr.com