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Aitken Investment Management

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25.01.2022 Charlie Aitken joined the Ausbiz team to discuss the US reporting season, bond yields, long-duration valuations, and the pathway to a more normal world. Listen to the discussion here: https://www.ausbiz.com.au//charlie-aitken-on-why-hes-happy

25.01.2022 With the number of headlines hitting the newswires on what feels like a minute-by-minute basis, it’s easy to get lost in chasing data points. We firmly believe having a tested investment framework to deploy in times of market distress leads to better decision making. In this post, we discuss a simplified version of the AIM framework, and look at how it can be applied to real-world examples. We hope you find it helpful. #investing #framework #quality #sustainability #growth ...#valuation #cashflow #wealthcreation https://aimfunds.com.au/aim-insights-a-simple-investing-fr/

24.01.2022 The one thing investors can't ignore in 2021... https://www.livewiremarkets.com//the-critical-question-to-

21.01.2022 Charlie Aitken caught up with the ausbiz team yesterday to discuss how the year has gone for the AIM Global High Conviction Fund, and also discuss how we are positioning for 2021. Hint....banks aren't on the Xmas shopping list.

20.01.2022 AIM investor webinar replay is available...topics covered include what is going on in markets right now, the post-pandemic trends we think will stick, and the risk of inflation. We also discuss an extremely high-quality Japanese business whose product Tesla can't live without. #quality #globalinvesting #2021trends #markets #opportunities #inflation https://aimfunds.com.au/blog/cy2020-investor-webinar

09.01.2022 Charlie Aitken caught up with Australian Fund Monitors recently to talk through the incredible year that has been 2020, review some of the changes we made to the AIM Global High Conviction Fund in early 2019 and discuss how a "quality" investment strategy differs from traditional value or growth strategies. https://www.youtube.com/watch?v=PmiuRwSXQUM&feature=emb_logo Video length: 6.5 minutes... #quality #global #investing #process #philosophy #performance #longterm #markets #stocks #compoundeffect

03.01.2022 After a period of extreme outperformance, the tech-led market rout we have experienced over the last few days has many people asking if we are seeing the beginnings of a 1999/2000-style bubble brewing in the sector. In this post, we look at the key differences between then and now. https://aimfunds.com.au/aim-insights-tech-correction-or-bu/

02.01.2022 The second quarter of 2020 saw risk assets rally strongly from March lows, with the pace of the recovery surprising many investors. The AIM June Quarterly Report looks at how the Fund performed over the period, and how the Fund is positioned for the bumpy road ahead, as some countries move to reopen economies while others lockdown to fight a second wave of COVID-19 infections. Please click here to view the report: https://aimfunds.com.au/aim-quarterly-fund-update-march-20/