3 articles from
High demand for cybersecurity rolls out new investment opportunities
After a string of high-profile incidents, the sale of Australia’s largest listed cybersecurity company, Tesserent (ASX:TNT) to French multinational Thales is a reminder of the value in carefully selected small cap stocks.
A contrarian view on ESG
I’m often asked by clients and industry figures about Datt Capital’s position on ESG. For a number of reasons, I have difficulty giving a black-and-white answer. It’s fair to say that ESG, or its shorthand – ethical investing – has become part of the funds management zeitgeist, aided in part by much research pointing to […]
‘Walking the walk’: Why more investors are attracted to co-investing
Alignment of interest is a concept basic to a great many modes of human behaviour yet in the funds management sector it does not necessarily receive the attention it deserves.