Elston Quarterly Portfolio Update Q325

Elston FM Radio - Episode 2: Exploring the Small Cap Universe

In the second episode of Elston FM Radio, we venture beyond the ASX 100 and into the dynamic world of Small Caps with Portfolio Managers Justin Woerner and Gary Merkel. This episode is packed with insights for anyone curious about growth opportunities off the beaten path. Read more

Elston FM Radio - Episode 1: Why is Philanthropy the hardest word?

In this first episode of FM Radio, we sit down with Susan Chenoweth, Head of Philanthropic Services at Elston, to unravel the mysteries of the world of philanthropy. If you’ve ever wondered how structured giving fits into financial conversations, this episode is a must-listen! Read more

If the goalposts are shifting for Super, could philanthropy be part of the new gameplan?

The Australian Government's proposed Division 296 tax is a shifting of the Super goalposts that has possibly created some concern for some of your clients. Read the article to see how structured giving could help reduce the impact. Read more

The ‘Oligopoly Effect’: A gift for Aussie investors

In the latest Livewire interview, Elston Co-Founder and Portfolio Manager Andrew McKie explains how concentrated market positions, along with technology and AI adoption, drive higher returns and stability for ASX investors. Read more

Not playing the mug's game: How the pros are positioning ASX portfolios for the long-term

In latest Livewire interview, Bruce shares why he’s backing resilient businesses with strong balance sheets and pricing power — built to endure through market cycles. Read more

The stocks the Easter Bunny should deliver this year (and some it shouldn't...)

In the latest Livewire interview, Elston Portfolio Manager Justin Woerner joins a panel of experts to form AEEBAC to discuss the complexities within the Australian financial sector and offers insight into identifying sustainable investment opportunities amidst market volatility. Read more

Were the risks hiding in plain sight?

Investors may rightly ask how the markets did not see this tariff-induced pullback coming. Indeed, on the campaign trail in 2024, President Trump often referred to tariffs as "the most beautiful word in the dictionary", relenting later in the campaign to include God, Family and "perhaps" Love in front of it. Read more

Reporting Season Update Mar 2025

Following on from the reporting season, Co-Founder and Portfolio Manager Andrew McKie has provided a brief overview of the recent results and what that indicates for future earnings and the portfolio positioning. Read more

Buy Hold Sell: 3 stocks with strong sales growth (and 2 from the managers)

First Sentier's David Wilson and Elston Portfolio Manager Joe McCarthy pick apart companies with strong sales growth - is it all it's cracked up to be? Read more

Buy Hold Sell: Growth stocks are all the rage - here's how to pick the best of the bunch (and 2 ASX examples)

Elston Portfolio Manager Joe McCarthy and First Sentier's David Wilson share their tips for hunting great growth stocks, and an example for good measure. Read more

Buy Hold Sell: 5 of your most-tipped growth stocks for 2025 (and 2 that should have made the list)

In the first episode of a 3-part Buy Hold Sell series with Livewire, Elston Portfolio Manager Joseph McCarthy reveals which top growth stock picks he would buy, hold or sell. Read more

Welcome to the team Alastair

We're excited to welcome Alastair to the multi-asset team. In this video, Alastair talks about his career journey from Brisbane to New York and his role as Portfolio Manager. Read more

Managed accounts? Simple.

For advisers and their clients, are managed accounts simply a better way to invest? Read more to find out why managed accounts have become so popular with investors and advisers. Read more

The 12 books of Christmas

Want to relax with a good book over the break? Well, our advisers have shared some titles they've really enjoyed recently. Check out the list to see if there's something you might want to dive into this summer. Read more

Hunting opportunities on the ASX

Published on LiveWire There is plenty of opportunity on the ASX, for those willing to do the work. Elston's Co-Founder and Portfolio Manager Andrew McKie is on the case. Read more

Reporting Season Update Sep 2024

Following on from the reporting season, Portfolio Manager Leon de Wet has provided a brief overview of the recent results and what that indicates for future earnings and the portfolio positioning. Read more

Harder than Origin selection

It’s tough getting selected for State of Origin. But it's tougher to be picked by the Elston Asset Management team. Read this article to learn more about the Elston investment process. Read more

Buy Hold Sell: 5 small stocks with big catalysts on the horizon

In this Livewire's Buy Hold Sell episode, Elston Portfolio Manager Justin Woerner and Nick Sladen from LSN Capital analyse five stocks with possible share price-moving catalysts. Read more

2 undiscovered stocks (and how to analyse under-the-radar companies)

Elston Portfolio Manager Justin Woerner and Nick Sladen from LSN Capital share their tips and tricks for identifying undiscovered stocks in the recent Livewire article. Read more

Buy Hold Sell: 3 under-the-radar stocks (and 2 overcrowded darlings)

In this episode of Livewire Buy Hold Sell, Elston Portfolio Manager Justin Woerner and Nick Sladen from LSN Capital analyse some of the Small Ordinaries undiscovered stocks. Read more