Marcus Ryan (Co-PM, Broadcap Equities), Ed Waller (Co-PM, Ex-20 Equities), Michael Steele (Co-PM, Smallcaps) and Joel Fleming (PM, Microcaps) look back at the August 2023 reporting period and detail why they’re positive on the market opportunities that lie ahead.
13 Sep 2023
Marcus Ryan (Co-PM, Broadcap Equities), Ed Waller (Co-PM, Ex-20 Equities), Michael Steele (Co-PM, Smallcaps) and Joel Fleming (PM, Microcaps) look back at the August 2023 reporting period and detail why they’re positive on the market opportunities that lie ahead.
06 Mar 2023
Tim Toohey: This is going to hurt
In his latest whitepaper, Tim Toohey, Head of Macro and Strategy, looks at the most recent data set from the...
1 minute read
28 Mar 2022
Banks not the old oligopoly
Dion Hershan, Head of Australian Equities, explains why Yarra’s equity funds have now moved significantly underweight Australian banks. Australia’s Big...
3 minute read
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