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Anton Tagliaferro

Anton Tagliaferro

Anton Tagliaferro is one of Australia's most respected value managers. Anton founded Investors Mutual Limited (IML) over 22 years ago with the purpose of creating a research-driven fund manager focussed on building portfolios of companies that represent both 'quality and value'. Anton remains Investment Director of IML and is Portfolio Manager of QV Equities (ASX:QVE) which invests in the ex 20 segment of the ASX. He recently published the book ’20 Lessons from 20 years of Quality and Value Investing’

Funds / Markets / Strategy

Investing for Income in the Sharemarket

March 16, 2021March 16, 2021 - by Anton Tagliaferro

The evolving economic environment means that it’s more important than ever for investors to ensure that the income they aim to generate from the sharemarket is based on a sound foundation.

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Funds / Markets / Strategy

When Being an Active Shareholder Can Make a Difference

February 17, 2021February 17, 2021 - by Anton Tagliaferro

These are some reasons why, as a shareholder, we at Investors Mutual agitate for change on a wide range of company issues fundamental to growing shareholder wealth.

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Funds / Markets / Shares

Do Fundamentals Matter? (Part 2)

February 1, 2021February 2, 2021 - by Anton Tagliaferro

Anton Tagliaferro and Phillip Gray from Investors Mutual follow up their earlier article with some further insights into whether or not fundamentals still matter.

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Funds / Shares

Where is the upside in Telstra?

December 4, 2020December 4, 2020 - by Anton Tagliaferro

Telstra’s share price performance has been lacklustre over the last few years. So what does IML find attractive about Telstra, and why have they increased their holdings over the last three to six months?

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Funds / Shares

Is The Sharemarket Correctly Pricing In Fundamentals?

November 12, 2020November 13, 2020 - by Anton Tagliaferro

Anton Tagliaferro and Daniel Moore analyse the fundamentals of Amcor, Brambles and Orica and seek to provide an objective insight into the ‘blue sky’ being factored into Afterpay’s share price.

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Funds

Why Earning Income from Shares Has Taken on Extra Significance

September 30, 2020 - by Anton Tagliaferro

Looking back over 35 years of investing, I never thought that I would ever see the day in Australia where interest rates are as low as they are today.

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Shares

Just Another Day in The Post-COVID Sharemarket

August 28, 2020August 28, 2020 - by Anton Tagliaferro

Despite reporting very upbeat results, Metcash’s share price barely moved, while Zip was rewarded on the announcement of its new deal with the share price soaring 27%. Anton Tagliaferro along with IML Portfolio Manager Daniel Moore dig into what is going on.

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Markets / Strategy

How Investors Mutual Is Positioning QV Equities In Quality Companies With Sustainable Earnings

August 6, 2020August 6, 2020 - by Anton Tagliaferro

Investment Director Anton Tagliaferro outlines how Investors Mutual is ensuring that QV Equities remains soundly positioned in a diversified portfolio of well-established, quality companies with sustainable earnings.

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Markets

The State Of And Outlook For The Sharemarket – Investors Mutual’s View

July 27, 2020 - by Anton Tagliaferro

Investors Mutual Investment Director Anton Tagliaferro provides an update on the fund manager’s views on the state of and outlook for the sharemarket.

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Do Two A+ Deals Foreshadow THE DEAL?

Licensing deals are the life blood of small pharmaceutical companies, representing their exit from the development of a molecule, often in a staged manner, and a coalescing of the value they have added to a compound. Kazia Therapeutics has done two licensing deals in the space of a month, something unique for an Australian company. In this report, we look at those deals, assess their quality and look at other takeaways they provide.

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Fit for tough times; prepared for coal’s upswing

Terracom has counter-cyclically placed itself in a position to improve efficiency and margins plus pursue organic mine growth. Cashflows will further swell once currently depressed coal prices rebound. These assets appear undervalued compared to our Base Case $0.27/share NPV valuation of TER. TER has upside on management’s record of delivering new projects from currently controlled development assets and/or by opportunistically securing acquisitions.

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And a Door Opens Wide

Antisense Therapeutics’ lead drug sits at the nexus of two areas of drug development that are starting to grow dramatically in importance. One relates to its mode of action and the other to the type of drug it is. Combine that with management who know the drug very well and strong results in a trial in a horrible disease afflicting children, and you have the basis for true value creation.

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The EV Megatrend – Responsibly sourced lithium the “new oil”

Lake Resources (LKE.AX) aims to become a major global producer of high quality battery grade lithium carbonate. It holds 100% equity in four significant Argentinian brine assets situated in the Lithium Triangle. LKE is using disruptive lithium extraction technology to produce lithium for sales into the US, Europe and Asia. With its clean tech partner Lilac Solutions, LKE is moving fast to bring a low carbon, low water, low waste, no acid products, light footprint, low-cost and high value project to market.

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