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The monthly report provides an overview of the performance of each of the EGG Funds as well as both fund and macro insights.
The Investor Notebook
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The Encyclical March Quarter 2025
The Encyclical March Quarter 2025...
- Blog
Buy or Sell: Nick Guidera – DroneShield, Temple & Webster, Nuix & more
For today's episode of Buy or Sell, Adam Keily is joined by Nick Guidera, Portfolio...
- Blog
Buy Hold Sell: 3 ASX small and mid-cap recovery plays (and 2 names to avoid)
(4/4/25) From the ashes of a market correction come 10-bagger opportunities. Two experts scan 3...
- Blog
Why ex-20 is the prime hunting ground for ASX returns
(31/3/25) The small and mid-cap space is full of opportunity... and risk. So how do...
- Blog
Buy Hold Sell: 7 ex-20 stocks with strong balance sheets
(28/3/25) Hunting for breakout mid-caps? We put 5 high-potential ASX ex-20 stocks under the microscope...
- Blog
The small and mid-cap investments to watch in today’s uncertain markets
(13/3/25) Eley Griffiths Group's Ben Griffiths discusses the shift in investor behaviour, the latest reporting...
- Blog
US Investor Sentiment retreats to a constructive level
(5/3/25) Stunning to watch the precipitous decline in the closely tracked American Association of Individual...
- Video
PM Discussion – Nick Guidera
Interview with Livewire Markets, where Nick discusses the outlook for small and emerging companies, as...
- Video
Ben Griffiths – Small cap legend builds a 30 year portfolio
Ben unpack’s his journey in finance and the lessons learned along the way....
- Report
The Encyclical December Quarter 2024
The Encyclical December Quarter 2024...
- Blog
New Blood
(2/1/25) General stock market health, here and abroad, and improving investor confidence will prove to...
- Blog
2025 Earnings Outlook
(13/12/24) Encouraging to read of the growing confidence around the 2025 earnings outlook for the...
- Blog
Bringing the West to the East
(15/11/24) Last Friday November 15, I had the great pleasure of being the special guest...
- Blog
Awakening The Dragon
(6/11/24) This week I attended a timely symposium, 'Awakening The Dragon', hosted by the Shenzhen...
- Video
PM Discussion (Mid Cap Fund) – October 2024
Recorded 24 October 2024....
- Video
PM Discussion (Emerging Companies Fund) – October 2024
Recorded 24 October 2024....
- Report
The Encyclical September Quarter 2024
The Encyclical September Quarter 2024...
- Blog
China Stimulus
Much has been said (and written about) the extraordinary events of last week involving the...
- Blog
Small Ords… 20yrs on
Opening the aperture on the growth of the S&P/ASX Small Ordinaries Index over the past...
- Blog
The Good, the Bad and the Ugly
I joined the Equities discussion panel at Live Wire Live on Tuesday this week at...
- Blog
Yield Curve normalisation
Not the whole curve, rather the closely watched 10 year-2 year section of the US...
- Blog
FY24 Reporting Season Observation
On the heels of a stronger than expected US June quarter results season, companies listed...
- Report
The Encyclical June Quarter 2024
The Encyclical June Quarter 2024...
- Video
PM discussion (Mid Cap Fund) – July 2024
EGG Mid Cap Fund...
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