In this monthly insights piece, we discuss two COVID-19 trends and the opportunities they have created for companies in the Firetrail Australian Small Companies Fund.
Simon KawaguchiOctober 20, 2021
In this monthly insights piece, we examine ResMed, an Australian medical device company set for significant global growth.
Simon KawaguchiAugust 20, 2021
In this monthly insights piece, we examine Lendlease: one of the most compelling opportunities on the ASX today.
Simon KawaguchiJuly 15, 2021
In this monthly insights piece, we take a deep dive into the US gaming industry and discuss the potential monetisation of iGaming and impacts for portfolio holding Aristocrat.
Simon KawaguchiJuly 7, 2021
In this article, Firetrail Investment Director, Kyle Macintyre, examines the importance of investment fundamentals and outlines 3 rules to be applied when undertaking company research.
Simon KawaguchiMay 14, 2021
To kick off the analyst series for 2021, Firetrail Portfolio Manager, Ramoun Lazar, talks us through what is going on in the US housing market, and where we are seeing future growth potential in the sector.
Simon KawaguchiApril 29, 2021
In this monthly Insights piece, we take a deep dive into the global housing market, and why we are excited about the potential impacts for portfolio company James Hardie.
Simon KawaguchiMarch 17, 2021
Join Firetrail’s Small Companies Lead Analyst, Eleanor Swanson as she discusses the strategy behind the Firetrail Australian Small Companies fund and the opportunities within the ASX small cap space.
Simon KawaguchiMarch 16, 2021
Join Firetrail’s Small Companies Lead Analyst, Eleanor Swanson as she discusses the strategy behind the Firetrail Australian Small Companies fund and the opportunities within the ASX small cap space.
Simon KawaguchiMarch 16, 2021
