0
Skip to Content
Global Value Fund
Home
Company Summary
NTA Returns
Board Members
Portfolio Manager
Corporate Affairs
Investment Philosophy
How to invest
GVF Events
Invitations
Announcements
Press & Research
Video Library
HY2026 Portfolio Manager Letter
Contact Us
how to invest
Global Value Fund
Home
Company Summary
NTA Returns
Board Members
Portfolio Manager
Corporate Affairs
Investment Philosophy
How to invest
GVF Events
Invitations
Announcements
Press & Research
Video Library
HY2026 Portfolio Manager Letter
Contact Us
how to invest
Home
Folder: Company Summary
Back
Company Summary
NTA Returns
Folder: Our People
Back
Board Members
Portfolio Manager
Corporate Affairs
Investment Philosophy
How to invest
Folder: Events
Back
GVF Events
Invitations
Folder: Resources
Back
Announcements
Press & Research
Video Library
HY2026 Portfolio Manager Letter
Contact Us
how to invest
  • Interviews,
• 10/8/23

The good news story Australia is missing

Emma Davidson and Miles Staude explain fundamental drivers behind the current rally.

Previous

Are market valuations too high?

Next

Has the bull market gone on too long?

You Might Also Like

Related Embedded Video Item Thumbnail Global Value Fund Roadshow March 2022 - Full presentation
Related Embedded Video Item Thumbnail Global Value Fund GVF Income, Growth or Both – you decide
Related Embedded Video Item Thumbnail Global Value Fund AGM 2021: Investor questions answered with Miles, Emma and Mark
Related Embedded Video Item Thumbnail Global Value Fund Roadshow March 2022 - Introduction & Company Update
Related Embedded Video Item Thumbnail Global Value Fund AGM 2021: Our view on markets & how the portfolio is positioned with Miles Staude

Corporate Governance Charter | Corporate Governance Statement | Dividend Re-investment Plan | Whistleblower Policy | ESG Policy

Contact Info: c/o Acclime Corporate Services Australia Pty Ltd
Level 3, 62 Lygon Street, Carlton, VIC, 3053

EMAIL ir@globalvaluefund.com.au

© 2026 Staude Capital Limited