Firetrail Head of Investment Strategy Anthony Doyle outlines four compelling companies with a sustainable edge and enviable market positions.
Simon KawaguchiMay 2, 2022
Firetrail Head of Investment Strategy Anthony Doyle shares his two cents on a high conviction approach, as well as one of the S3 Global Opportunities Fund's highest conviction holdings right now.
Simon KawaguchiApril 29, 2022
Blake Henricks joins Firetrail’s Investment Specialist Eliza Clarke for a deep dive into the energy sector.
Simon KawaguchiApril 29, 2022
A look at the chocolate index and the shareholder return of Australian property managers with a focus on Lendlease.
Simon KawaguchiApril 14, 2022
A look at labour cost inflation drivers and sector performers with respect to sustainability.
Simon KawaguchiApril 8, 2022
Firetrail Investment Director Kyle Macintyre and Head of Investment Strategy Anthony Doyle share their 'Chart of the Week': A look a the US yield curve inversion and the movement of the banks in Australia.
Simon KawaguchiApril 1, 2022
Firetrail Investment Director Kyle Macintyre and Head of Investment Strategy Anthony Doyle share their charts on soaring energy prices and recent semiconductor producer price trends.
Simon KawaguchiMarch 25, 2022
The Firetrail Analyst Series is back for 2022. High Conviction Fund analyst, Sean Drennan, talks us through what matters beyond the noise for portfolio holding Qantas.
Simon KawaguchiFebruary 11, 2022
