All Articles tagged with 'Matt Griffin'

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Retailers report shrinking margins in reporting season, gold to bounce back

From Maple-Brown Abbott

The latest reporting season showed some small cap companies are under pressure – including retailers – while others have a rosier outlook, such as gold miners, according to Phillip Hudak

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03 Mar 2025

Depreciation of the Australian dollar a key factor to watch this earnings season

From Maple-Brown Abbott

The Australia dollar is a key factor that markets have yet to price in and will need to be closely watched this earnings season, according to co-portfolio manager of the

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28 Jan 2025

Opportunities in gold producers as well as more M&A activity likely

From Maple-Brown Abbott

The higher gold price has boosted margins for gold miners who likely have further to run, while cost-of-living pressures make retailers more risky investments, according to Phillip Hudak and Matt Griffin,

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04 Sep 2024

Maple-Brown Abbott sees opportunities at the smaller end of the Australian gold mining sector

From Maple-Brown Abbott

Boutique investment manager Maple-Brown Abbott believes select Australian small cap gold miners offer attractive valuation and earnings metrics. Phillip Hudak, co-portfolio manager, Australian small companies at Maple-Brown Abbott, says the

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15 Apr 2024

Australian small caps at inflection point this reporting season

From Maple-Brown Abbott

Overall, the February reporting season was generally positive for Australian small caps, with the domestic economy remaining resilient, and many small cap company results beating market expectations, says Phillip Hudak

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04 Mar 2024

Mining for growth: navigating the small cap resource sector

From Maple-Brown Abbott

Given our investment philosophy is ‘earnings drive share prices’, we typically don’t buy resources stocks until there is a solid framework around resource/reserves and a scoping or feasibility study, with

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01 Nov 2023

Aussie small caps well-positioned for any economic downturn

From Maple-Brown Abbott

According to Maple-Brown Abbott, Australian small cap companies are well positioned for any downturn given balance sheets are flush with cash and limited debt, the majority of stocks in the

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26 Oct 2023

Recent market weakness a positive for Australian small caps

From Maple-Brown Abbott

Maple-Brown Abbott Australian Small Companies Co-Portfolio Managers Phillip Hudak and Matt Griffin believe the recent market pull-back makes the Australian small-cap sector increasingly attractive for longer-term investors. With further recent

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29 Sep 2023

Clear themes behind winners and losers for Australian small caps

From Maple-Brown Abbott

The impact of higher interest rates and the rising cost of living is yet to take full effect on the Australian sharemarket, meaning there is likely to be further downgrades

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26 Sep 2022

Maple-Brown Abbott launches Australian small companies fund managed by Phillip Hudak and Matt Griffin

From Maple-Brown Abbott

Maple-Brown Abbott has launched an Australian small companies fund following the appointment of Phillip Hudak and Matt Griffin to the boutique investment manager in April. The Maple-Brown Abbott Australian Small

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11 Jul 2022

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CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]