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High conviction investment experts

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Intensive fundamental research focused on ‘what matters’

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Firetrail managed funds

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Firetrail Australian High Conviction Fund >

A concentrated portfolio of our best Australian equities ideas

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Absolute returns uncorrelated to traditional asset classes

Investment insights ‘from the trail’

Interesting research and investment articles you can read in 5 minutes
Growth vs Value – Is this the turning point?

Growth vs Value – Is this the turning point?

Since the end of 2016, the market has been in a strong growth cycle until now when rotation from growth to value stocks within the market has been fierce and rapid. Could this be the start of a value phase? In this insight we explore recent market performance and how to navigate changing market cycles.

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