What Can We Do For You?

Russell Research provides clients with professional investment guidance focused on the best Midcap and Smaller Industrials listed on ASX.

Performance & Relative Outperformance

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The performance of Russell Research Best Companies over almost 3 3/4 years to 12 September 2013 continues to Outperform the All Ordinaries Index, despite underperforming so far in 2014. Outperformance (ignoring dividends and dealing costs) was -8.2% in the year to 12 September 2014, after 11.9% in 2011, 10.7% in 2012 and 20.2% in 2013, as shown by the green dotted line on the chart. Cumulative Outperformance is 34.7%, with our Best companies up 57.2% since 31 December 2010 against a rise in the All Ords Index of 22.5%. Interestingly, the chart also shows lower volatility of the Best Companies portfolio to date.   -   click here for larger chart

We give you general advice on

  • Which companies to invest in for the best yield and upside growth potential

  • What they do, their management, financials, record, earnings & prospects

  • With reports, updates & reasons - when to increase, reduce or switch holdings

  • And how they compare with others in the Midcap market and the ASX Indices.

Our paramount aim is to help our clients make more money in their portfolios

You will make the investments yourself (whether online, via your friendly broker, or with your financial adviser). We will help you or your financial adviser in selecting the companies for investment, monitoring them and maybe recommending changes.

We provide general, not personal investment advice, so we do not take account of your personal investment situation. We give you the list of market outperformers likely to give the best shareholder returns. You, or your adviser/broker, make the final decisions (no ongoing fee to us!).

Who Are We?

Russell Research was formed early in 2011 by Peter Russell after many years of working with small and emerging companies and then over fifteen years doing research of ASX-listed industrial companies.

This experience confirmed his conviction that smaller companies with strong, responsive and far-sighted management, a niche product, service focus and sound finances tend to create a consistent edge and leadership in their field. This can make them the leaders of tomorrow.

Very careful and hands-on selection and monitoring of such companies can markedly improve portfolio performance while lowering risk significantly. It also means less dealing, less stress and indecision.

Are you ready to take advantage of this opportunity?

Think of us as your professional guide on your investment expedition

We'll show you the best spots, tell you why, and lessen the stress and uncertainty of travel.

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