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Global Value Fund
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Company Summary
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HY2026 Portfolio Manager Letter
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  • Interviews,
• 10/8/23

Has the bull market gone on too long?

In this video, Emma Davidson poses the question to Miles Staude of whether it's time for this bull market to come to an end.

Previous

The good news story Australia is missing

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Miles Staude talks about what is unique about the GVF proposition

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Related Embedded Video Item Thumbnail Investor Presentation: 20th November 2018
Related Embedded Video Item Thumbnail Emma Davidson interviews Miles Staude on GVF’s Financial Year 2017
Related Embedded Video Item Thumbnail Global Value Fund AGM 2021: A review of our listed private equity thematic by Mark Ambrose
Related Embedded Video Item Thumbnail Global Value Fund AGM 2021: Investor questions answered with Miles, Emma and Mark
Related Embedded Video Item Thumbnail Section Three: GVF portfolio construction reminder

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