Insights

For additional insights into our four investment strategies, we’ve collected the most recent reports and perspectives below.

What we like and what we’re avoiding

Austra , Paradice Australian Large Cap , Paradice Investment Management , Sector Outlook
Published on 10 May 2019 "Back in late 2017 when BHP was $26 and unloved, Troy Angus Head of Australian large caps at Paradice Investment Management made the case for the stock in a Livewire interview. Fast-forward to today, and the stock is close to $40, and paying dividends. We recently sat down with Troy and asked if the big miners...

A postcard from Paradice

Australian Equities , Australian Mid Cap Fund , Economy & Politics , Matthew Riordan , Paradice Investment Management , Troy Angus
Published on 17 April 2019 "One of Australia’s most iconic funds management firms will celebrate its 20th anniversary this year. From humble beginnings with just $30 million of assets under management Paradice Investment Management today manages ~$16 billion across five strategies invested in Australian and Global Equities." In the recent interview with Livewire, Troy Angus and Matthew Riordan who oversee Paradice’s...

Sohn Hearts & Minds Investment Leaders Conference 2018

2018 Sohn Hearts & Minds Conference , Global Small Cap , Lear Corporation
Published on 27 Dec 2018 Paul Mason, Analyst of the Paradice Global Small Cap team spoke about Lear Corporation and the future of the automotive business in this conference. Credits to: Sohn Hearts & Minds Source: https://www.youtube.com/watch?v=Wiq1_WZ3bRo

CSL: The secrets to their success

Australian Equities , Large Cap , Paradice Investment Management , Success stories
Published on 22 October 2018 With a market capitalisation of nearly $100 billion and having produced returns of more than...

What could derail equity markets?

Australian Equities , Equity Markets , Investment environment , Large Cap , Paradice Investment Management
Published on 10 October 2018 With the economy chugging along nicely, and equity markets grinding higher, it’s been pretty smooth sailing for investors in recent years. But there’s one important risk that has the potential to derail the rally: President Trump. Though the potential problems are well known by markets, Troy Angus, Head of Large Caps at Paradice Investment Management,...

The Rule of Investing: What makes a good business?

Global Equities , Global Small Mid Cap Fund , Investment approach , Paradice Investment Management
Published on 14 September 2018 After a chance meeting with legendary stock picker, David Paradice, today’s guest, Kevin Beck, joined Paradice Investment Management to head up their successful Global Small Mid Cap Fund in 2010. Shunning the traditional labels of ‘value’ and ‘growth’, their approach follows the ‘Growth at a Reasonable Price’ philosophy that draws from both schools of thought....

The 5 key issues for markets right now

Australian Equities , Equities , Large Cap , Long term investment , Long-term interest
Published on 22 Jun 2018 Some of the key issues we are considering as we look into the next financial...

Australia’s $20 billion question

Chinese economy , Consumer behaviour , Emerging opportunities , Paradice Mid Cap Fund
Published on 18 May 2018 "There is approximately $20 billion of market capitalisation on the ASX with exposure to the demands of the Chinese consumer. John Lake from Paradice Investment Management has recently returned from a tour of China where he saw first-hand some of the changes and trends that are taking place. One observation is that Chinese consumers are...

A big shift in China

Macro , Paradice Investment Management , Paradice Mid Cap Fund , Sustainable growth
Published on 26 April 2018 For many years China has had a single focus of delivering high GDP growth. John...

The critical factor in the Coles demerger

Australian Equities , Equities , Large Cap
Published on 19 Mar 2018 On Friday, Wesfarmers announced an intention to demerge their Coles Food, Liquor and Convenience business. While this transaction has some attractive merits we also have some reservations and argue more information is required. How much of the current group’s debt Wesfarmers allocates to Coles vs retaining in the rump will be critical to the future...