Investment Analysis

Methods of investment research

Investment Analysis

Background

Once an investor decides to include shares, or hybrids, or managed investments such as ETFs, LICs, or managed funds, into their portfolio, the inevitable question arises : how do they choose which ones to buy out of the thousands on offer ?

Whilst there are many different approaches for analysing investments, we will share how Lonsec, as a professional research house, goes about its investment analysis and research process.

Shares

Lonsec considers the primary purpose of investing in equities is to generate dividend income, capital growth or a combination of both and it is this risk versus reward relationship that determines the attractiveness of those shares as an investment.

CLICK HERE to read more

Hybrids

Hybrids are securities listed on the ASX that have elements of both debt and equities. They have experienced a significant increase in market size and popularity in the past decade, however they are not straightforward investments. The reality is that hybrids carry with them significant complexity, and so a thorough research process for these securities is vital.

CLICK HERE to read more

Managed investments

Our research process is premised on the belief that managing money is a combination of ‘art’ and ‘science’ and that
there is more than one way to manage money; there are, however, a number of critical ingredients that combine to
produce a quality financial product.

CLICK HERE to read more

Note this covers managed funds, ETFs, and LICs/LITs.

Latest Research & Insights

November up big, vol moving lower, but bonds odd man out

As the month wraps up, its been one of the best Novembers on record for stock market investors. More importantly however, ...

Read article

Investment Ideas: Fisher & Paykel Healthcare (FPH)

Fisher & Paykel Healthcare Corporation Ltd (FPH) is a NZ based designer, manufacturer and marketer of products and sys...

Read article

ETF Research Updates: IHD, ISO, GCI, MVOL, AUMF

30/11/2020 iShares S&P/ASX Dividend Opportunitites ETF Recommendation Change: ▲ / ASX Code: IHD Lonsec ha...

Read article

Register for our FREE newsletter to receive investment insights, education, and SMSF trustee updates