Investment commentary Archives - Milford Asset
A stock picker’s market

Michael Higgins, 09 Jul 2020

Market volatility creates significant opportunities for active investors like Milford, who invest in specific companies rather than simply investing in…

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Melbourne Lockdown Take Two

William Curtayne, 08 Jul 2020

Faced with two bad choices, Victorian Premier Daniel Andrews has made the difficult decision to lockdown metropolitan Melbourne for six…

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Quarterly Update & Outlook – June 2020

Mark Riggall, 06 Jul 2020

Portfolio Manager Mark Riggall discusses what has driven the performance of Milford’s Funds over the last quarter and he takes…

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Stock Story: Saracen Minerals

Greg Cassidy, 06 Jul 2020

Senior Analyst Greg Cassidy shares the story behind the success of Saracen Minerals and how our investment in the company…

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What’s behind this market sell-off?

William Curtayne, 12 Jun 2020

The US major equity indices were off over 5% today in largest daily fall since March. The question on everyone…

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In Focus: The Australian Absolute Growth Fund

William Curtayne, 05 Jun 2020

Since the spread of COVID-19 the Australian share market (ASX200) is down 19%, while the Milford Australian Absolute Growth Fund…

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