Kate Howitt

Network effects: The winner takes it all

Software companies often attract high valuations at least at face value but if you drill down deeper you soon discover the real value of business with sustainable moats that can reinvest at high rates of return.

Why we're investing in gold producers
Kate Howitt

Why we're investing in gold producers

It’s important not be underweight commodities stocks, as their prices could really run ahead in an inflationary environment.

Why Wisetech ticks all the boxes
Kate Howitt

Why Wisetech ticks all the boxes

The most important ingredient of a great investment is having an outstanding ‘horse and jockey’; a business that’s operating in an attractive industry, and a highly capable management team.

From the desk of Kate Howitt
Kate Howitt

From the desk of Kate Howitt

Kate talks a2, WiseTech and investor sentiment in her reporting season wrap up. 
 
Deployment
Kate Howitt

Deployment

It's the golden age that follows disruption, says Kate Howitt, PM Australian equities at Fidelity.

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