Articles Library
What If Your Portfolio Manager Was A Genie?
Executive Summary Perfect returns come at a price Volatility will always be part of the equation Even Genies can [...]
Our Mission at Stellan Capital
The financial service industry has long approached wealth creation at the household level by leading with “product before strategy”. [...]
What is Private Equity?
When we buy and sell shares on a public stock exchange, we are trading ownership in companies which are publicly [...]
Income Investors and Dividends
For self-funded retirees, the most common question we hear is how to transition from “growing wealth to living off [...]
Why Average Investors Get Below Average Returns
As referenced in a recent JP Morgan report, over the past 20 years the S&P 500 has advanced 6.1%, yet [...]
Engaging an Adviser
Financial/wealth advisers can be an integral part of an investor’s life, providing numerous services and tailored advice to achieve an [...]
Why Growth Is Hard To Value
The age old debate that has entertained investors around the campfire for the last 100 years has been, “What’s [...]
The Utility of Infrastructure
Unlisted Infrastructure is a subset of the broad category of Alternative assets which in recent decades has elicited a more [...]
Private Ancillary Funds and Philanthropy
According to Fundraising Institute Australia (FIA), as of 2021 more than 80% of Australians give to Charities or not-for-profits. [...]
Debt Recycling Strategy
Debt recycling is a tax effective strategy that focuses on shifting the balance of non-tax deductible debt towards a [...]