Listed Managed Investment Reports

Contango Global Growth Limited - US Based Manager with Existing Track Record
Thursday, May 18, 2017
The company will invest in a portfolio of quality global growth equities, excluding Australia. The portfolio will be concentrated, typically comprising 20 to 40 stocks and will be largely invested at all times with a maximum cash weighting of 7% of the portfolio once the capital raised.
Download Report
LIC Monthly Report April 2017
Tuesday, May 2, 2017
Our comprehensive coverage of the LIC Sector including latest developments and performance summary.
Download Report
Argo Investments Limited (ASX: ARG) - Rating Review - Upgraded to Highly Recommended
Tuesday, April 25, 2017
IIR is upgrading its rating on ARG from “Recommended Plus” to “Highly Recommended”. IIR has always held ARG in high regard, but over the years our conviction has been cemented that ARG is truly best-of-breed amongst in the listed investment company sector.
Download Report
Contango MicroCap Ltd (CTN) - Rating Suspension Continues
Tuesday, April 11, 2017
We retain our concerns about the two manager arrangement. We suspended our rating on 8 December. We outline our concerns in the report attached more fully.
Download Report
LIC Monthly Report - March 2017
Tuesday, April 4, 2017
Our latest summary of all the LICs on the ASX and discussion on the newly listed ones coming to market.
Download Report