A Quarter-Century of Investing in China

By Kevin Smith A recent Barron’s article by Bradley Krom and Matt Wagner highlighted the complexity of accessing Chinese equities across the two share classes domestically and five share classes internationally. Chinese Equities: Market Access, Equity Benchmarks & A-Shares The article prompted...
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What do we mean by a Technology Stock?

By Robert Swift Last time we wrote about the ‘hidden’ technology in such seemingly mundane areas as car seats. We argued that paying a lot for ‘technology’ earnings made little sense when so much patented technology existed outside the technology sector, and at much cheaper valuations. Our v...
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US Equity specialist joins API team

“We are delighted to announce the addition of Jim Curtis to the API team. Jim brings over 20 years’ experience in North American equity investing and a USA long/short equity strategy which we will implement as a directly managed portfolio for Australian clients. Jim is based in the USA a...
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“Was it worth it?”

By Robert Swift  Forgive us for returning to an old favourite topic. Whether a decade of Zero Interest Rates (ZIRP); massive central bank intervention in capital markets; and generally kicking the can down the road, has caused more problems than it has solved, and how investors should prepare for (...
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