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Investment Insights

Stock Story

The Housing Squeeze

When dislocation creates opportunity.

Video Insights

The Airlie Difference

Airlie's Deputy Portfolio Manager, Joe Wright, discusses two important messages for investors to remember during these volatile markets: be disciplined with your investment process and invest in companies with operational excellence. Joe also looks at portfolio holdings, News Corp. and James Hardie. (Viewing time: 22 mins)

Stock Story

Stock Story: Guzman Y Gomez

A long-term rollout opportunity.