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How Frazis doubled investors' money in 2020
Everyone has a favourite Sydney beach. For Michael Frazis, it’s trendy Tamarama, where he spent Christmas. It should have been a good one.
For the love of growth: How Michael Frazis finds 100-baggers
by Livewire
It’s highly likely that over the past 12 months you have become acquainted with fresh-faced portfolio manager Michael Frazis…
The value investor making a fortune where others fear to tread
Sydney-based fund manager Michael Frazis says he’s a value investor, but not in the conventional sense. The margin of safety, 50¢ in the dollar, Warren Buffett-way of value investing isn’t his style…
Value is Dead. Long Live Value
by Livewire
There are many ways to create value without showing after-tax profits. This is obvious to anyone with a biotech background (analysis of historic financials is no way to value a pharmaceutical company)…
Our next strategy update
We will be in contact with details of our upcoming webinar where we will provide an update on the fund and what we're finding interesting in markets right now.
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