Our Strategy

Midcap & Smaller Industrials - Discerning Assessment & Selection

Like you, we aim for the discerning assessment, selection and monitoring of investments that have the potential to outperform over the longer term.

We want to be your trusted investment guide - so you can make winning investments and relax.

Our single-minded pursuit of companies most likely to 'Go' is mainly focused on the midcap and smaller ASX-listed industrial sectors, particularly those companies with revenues, profits and dividends, with encouraging track records, management and financials. Our experience shows this provides relatively 'sleep-easy' outperformance for investors seeking sound prospects of reliable returns.

For Investors:

  • Russell Research will provide occasional updates and news on its preferred portfolios of companies, together with a report at least every six months on each company recommended

  • On a quarterly basis, we will give brief market and sector reviews, tables of historical performance of the companies covered, and comparisons with the wider market

  • Recommended portfolios will be the key focus, to guide investors to consider and select from the stocks preferred by Russell Research

  • In certain cases, this information may be more timely and/or more detailed. Specific monitoring of investor portfolios, including frequent email newsletters and updating of buy/sell recommendations, will become a feature

  • Company studies will be encapsulations of their key particulars, attractions, track record, management, strategy, financial strength, niche position and prospects.

Investors should note that Russell Research and its associates expect to respect and follow our recommendations in their own investments. This naturally aligns our interests with those of our clients. It is possible that on occasion there may be a potential conflict of interest: we have put strict guidelines in place and will be disclosing all such interests. Refer to our Financial Services Guide for more details on how such conflicts will be avoided or handled and disclosed.

For Companies:

Russell Research seeks the cooperation of companies it researches, to enhance the correctness and value of our research reports.

Russell Research may also carry out commissioned research on a company and/or provide corporate advice, to assist in mergers and acquisitions and capital raising and to enhance the market exposure and recognition of a company.

This may be done in collaboration with financial planners and stockbrokers and institutional or major investors. Where requested by one of these groups, or by a company itself, full detailed research may be done on a negotiated basis. For an ASX-listed company, this would typically also be available to our Subscribers once it could be released; in the meanwhile, we would withhold publishing any research recommendation or update on the company.Link text here

How We Work

We Give General Advice

We provide general, not personal investment advice, so we do not take account of your personal investment situation.

We give you our list of market outperformers we expect to give the best shareholder returns.

You will make the investments yourself (whether online, via your broker, or with your financial adviser. But we will help you or your financial adviser all the way in selecting the companies for investment, then monitoring and advising you of any changes in our view.

We select companies suitable for long-term investment.

We like emerging companies that make profits, pay dividends and have potential to become leaders.

We focus on performance and competence.

We select a group of winners; depending on their form, we may add some, take others out.

How We Inform

For you to win, you need to know their form. We do. Subscribing to our services helps you keep your eye on the ball, with less stress.

And it gives you clarity and focus, frequent news, accessible research and access to our support.

Take the plunge - enrol us as your Investment Guide

  1. Any visitor can see our basic website.

  2. By 'subscribing' (free) you see more of the website, some company sketches and tables. You get infrequent emails, with delayed comments and recommendations. This is Bronze Membership.

  3. Gold Membership gives you an Investment Guide.

We give Gold Members our full service and attention:

  • Access to the entire website, with all new research the moment it is posted

  • Access to our archives, so you can track a company's history and our advice

  • Weekly emails pointing out our new research and significant company developments

  • Prompt emails at any time to suggest buy/hold/sell or other investment action.

These emails focus on price-sensitive news, a change in a company's guidance, a contract, acquisition or capital issue that might endorse or impact our advice.

We aim to keep informed, to understand, and to pass that understanding quickly to you.

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