11 October 2023
There has been no shortage of news flow around Qantas (QAN) in recent weeks - most of it negative. Yet despite this negativity, Antares believes that QAN is one of the most attractive investments currently on the ASX on a 3 year view. Our conviction stems from the industry structure, licence to operate, valuation and finally, customer demand. This paper explains why we have come to our view.
09 October 2023
Batteries for Electric Vehicles (EVs) accounted for 60% of the global lithium end market in 2022. This paper explores the factors driving lithium demand in EVs – from EV sales to technology and size of batteries.
16 February 2023
How do you find explosive growth stocks outside the ASX 20? In this latest Livewire interview Antares Equities head of fundamentals and senior portfolio manager, John Guadagnuolo discusses why the Antares Ex-20 Australian Equities Fund avoids the 20 largest ASX companies and how the team pinpoints the stocks that are set for growth.