Weekly Newsletter & High Conviction Buys
The weekly newsletter archive provides clients with a detailed look at past market insights, portfolio performance, and high-potential recommendations delivered across various investment themes. Each archived edition covers stocks featured in our research portfolios—Income, Growth, Mining, and International—giving clients a historical perspective on selections chosen for capital growth, income, and diversification. Additionally, the newsletter captures macroeconomic developments and ASX market trends, documenting significant gainers and losers each week to provide a view of market sentiment and sector shifts over time.
The archive includes previously issued **High Conviction Buys**, where each week’s recommendations followed a distinct theme, such as small-cap stocks, commodities like gold and nickel, or diversified investments like ETFs. These high-conviction picks, based on deep analysis and a thematic focus, offer clients insights into areas of high growth potential or emerging value within specific sectors. By reviewing these archived newsletters, clients can see how these targeted themes and high-conviction ideas performed in various market conditions, illustrating the impact of strategic, research-driven selections and providing a comprehensive look at the firm’s approach to long-term, data-backed investing.
