On a recent visit to Australia, the Co-CIO of Alliance Bernstein, Klaus Ingeman sat down to talk with Elston. In this first of a series of videos, he gives us a brief introduction to his team and the AB Global Equities Fund. Read more
Following on from the reporting season, Portfolio Manager Bruce Williams has provided a brief overview of the recent results and what he sees going forward. Read more
Published on Livewire
The team at Elston Asset Management's laser focus on ASX100, robust analytical process, and strict adherence to risk parameters mean that they don’t have to chase the latest fads and trends. Read more
Following on from reporting season and our most recent quarterly asset allocation meeting, Portfolio Manager Leon de Wet has jumped on camera to provide a brief overview. Read more
Forecasting is at the heart of most security analysis. This is completely understandable given stock prices and market index levels are supposed to reflect the present value of future earnings, but is only useful if the forecasts are reasonably accurate. Read more
Santos is an energy business that has exploration and production operations covering LNG, domestic gas, and oil. We are positive on the market dynamics for energy for several reasons. Read more
In this first issue of SHAPE, our quarterly discussion topic series, Elston portfolio manager Justin Woerner takes a deeper look at what risks mean for investors. Read more
Published on Livewire
In part one of this series, you heard how Elston Portfolio Manager, views quality stock and how he finds them. In part two, he’ll share the Australian stock that’s bound to be a hit and one you should probably give a miss. Read more