Investment commentary Archives - Milford Asset
Stock Story: Coretex

Brooke Bone, 05 Aug 2021

What does Coretex do? Coretex Limited is a privately owned NZ company that operates internationally in the heavy vehicle telematics…

Month in a minute: July ’21

05 Aug 2021

Portfolio Manager Mark Riggall discusses July’s key highlights in 60 seconds.

Monday Market Highlights: 12th July 2021

Roland Houghton, 12 Jul 2021

Today we discuss the RBA’s monetary decision, the continuing OPEC discussions, ISM Services data, the Sydney Airport bid, the Tabcorp…

Stock Story: Virgin Money UK

William Curtayne, 06 Jul 2021

Value opportunity in a UK bank Virgin Money UK is a United Kingdom bank offering a classical value investment opportunity…

Month in a Minute: June ’21

Mark Riggall, 06 Jul 2021

Portfolio Manager Mark Riggall discusses June’s key highlights in 60 seconds.

The month in 60 seconds: May ’21

Mark Riggall, 04 Jun 2021

Portfolio Manager Mark Riggall discusses May’s key highlights in 60 seconds.

Stock Story: The a2 Milk Company

Sam Trethewey, 04 Jun 2021

We have a look at the dramatic rise to prominence of The a2 Milk Company, the volatility it has experienced…

Investing in the humble tractor at the centre of food security solutions

Alexander Whight, 02 Jun 2021

Food security, or access to sufficient safe and nutritious food, is one of the most important challenges facing the world…

What’s trending in IPO land

Michael Higgins, 20 May 2021

Buoyant markets are typically a major catalyst that encourages a migration of private companies to the public markets. Building on…

Vend Limited to be sold

Brooke Bone, 11 May 2021

A Fantastic Investment for your Milford Active Growth Fund and KiwiSaver Active Growth Fund Update The recent announcement that Vend…