Insights

Integral Diagnostics (IDX) is a leading healthcare company specializing in diagnostic imaging, with strong growth drivers including structural growth in the industry, benefits from its merger with Capitol Health (CAJ), and opportunities for market share expansion, positioning it for significant future value growth.

Recently on Livewire, James Dougherty shared Lennox’s strategy for identifying undervalued stocks and revealed his pick for the next-generation powerhouse on the ASX.

In this episode, host James Whelan was joined by Jody Fitzgerald of Morningstar Australia and Liam Donohue from Lennox Capital Partners to discuss Small Caps.

History doesn’t repeat, but it does rhyme – and if this adage holds true, small caps are likely to present strong opportunities for patient investors over the coming years. Read Liam Donohue’s insights in this Sydney Morning Herald article.

In this short Q&A, get to know Liam Donohue as he discusses setting up Lennox, the evolution of the small cap market and invaluable insights he’s gained over the years.

James Dougherty shares his outlook for the small-caps market, the attributes he thinks are important in selection, and his top picks to buy and hold for the next five years.

In this Livewire interview, James Dougherty and Liam Donohue discuss how they decide what’s investable. They also share two Aussie small caps and why they believe these companies are set to outperform.

In this Livewire Fund in Focus video, Liam Donohue outlines Lennox’s investment process and illustrates how they have used ESG screening criteria to help identify outperformers and steer away from underperformers over time.

In this episode of Buy Hold Sell featuring James Dougherty, five growth contenders are put to the test.

James Dougherty in this Livewire episode discusses what makes a good micro-cap and shares one stock that he believes can climb its way up the index to the S&P/ASX20.