Latest News from Flagship Investments

04/04/2025

LICs and Long-Term Growth: Challenging the Narrative for Conversion to Managed Funds

The boards of Listed Investment Companies (LICs) frequently face inquiries about the discount between the share price and the net tangible assets (NTA). This discount represents a reduction in value for shareholders, as they are unable to realise the full underlying asset value when selling their shares. In a previous article, we have considered the […]

Articles

16/01/2025

Exploring Capital Gains Tax in Australia – Can You Benefit From LIC Capital Gains Deductions on Dividend Income?

Capital gains tax (CGT) is charged whenever you sell, exchange, or otherwise dispose of assets for profitable gain. For investors, the need to pay CGT when selling shares can lead to notable profit losses. Instead, investors may choose to hold their Shares and reap the benefits of an income stream from Dividends. Dividends can be […]

Articles, Financial Analysis, Investment

11/12/2024

2024 in Review: Milestones and Momentum

Written by Dr Manny Pohl AM, Managing Director of FSI, CIO of EC Pohl & Co and ECP Asset Management. Building on a Strong Foundation for 2025 As we close the chapter on 2024, a year marked by significant global economic shifts, geopolitical complexity, and technological advancements, ECP Asset Management stands proud of its achievements […]

Financial Analysis, Investment, LIC

31/10/2024

Listed Investment Companies (LICs): A Potential Portfolio Complement

Listed Investment Companies (LICs) have long been favoured by Australian investors for their ability to provide diversified exposure to a portfolio of quality assets. Managed by expert teams, LICs typically offer fully franked dividends, which can be a significant benefit to shareholders. Additionally, finding a quality LIC trading at a discount to its underlying asset […]

Financial Analysis

09/07/2024

2024 – EOFY Market Performance Review

The Australian stock market experienced a positive year from 1 July 2023 to 30 June 2024, marked by ongoing macroeconomic themes and notable trends. This period saw a blend of economic resilience and market volatility, influenced by domestic and global conditions. The invasion of Israel by Hamas launched a fresh round of conflict-induced uncertainty in […]

News

14/05/2024

Flagship Investment’s Approach to Responsible Investment Strategies in Australia

In a world with daily technology advancements, rapid climate change, and an increased cost of living, making responsible investments is more important in Australia than ever. At Flagship Investments, we believe that Environment, Social, and Corporate Governance (ESG) factors play a key role in long-term investment outcomes. That’s why we operate under a responsible investment […]

News

07/03/2024

Smart Investment Strategies for Growing Your Wealth in Australia

Choosing the right investments in Australia’s ever-growing market can be an intimidating endeavour, especially for those who are just getting started on their investment journey. If you’re wondering where to put your money, there are many investment options available, but where do you start, exactly? At Flagship Investments, we understand that choosing the right investments […]

Articles, Financial Analysis, Investment, LIC, Long Term Investing

29/02/2024

The value of Retained Dividends and Franking Credits in an LIC portfolio

Flagship Investments Limited (ASX: FSI) is a strong and consistent dividend-paying company that has significant retained earnings and franking reserves to enable it to continue paying its shareholders with a reliable stream of fully franked dividends. The value of FSI grew strongly over the 6 months to 31 December 2023. As can be seen in […]

News

01/02/2024

Flagship Investments announces new branding

In the ever-evolving landscape of financial services, Flagship Investments is thrilled to introduce our renewed brand identity, anchored firmly in our four core values. These principles are not just the foundation of our approach; they are the essence of who we are and how we navigate the intricate world of investments. Our Core Values: Beliefs […]

EOFY

06/07/2023

2023 – A Story on Repeat

It is not hard to produce a shortlist of financial news headlines for FY2023. Key themes have been repeating throughout the year (and carried forward from the end of 2021/2022): Russia Ukraine War – Commencing in February 2022 as a result of the Ukraine’s potential membership in NATO. The reaction from Russia, asserting itself over […]

Articles, Convertible Notes, Investment, Long Term Investing

22/06/2023

Enhancing Your Investment Strategy with LIC Convertible Notes

Photo by Pixabay In the aftermath of the 2008/09 Global Financial Crisis (GFC), many astute investors shifted their focus away from conventional managed funds (unit trusts) and turned towards direct equities and Listed Investment Companies (LICs). This shift in investment preference was driven by a sound rationale. Numerous fund managers were exposed as mere index […]

Financial Analysis, Investing, Investment, LIC, Long Term Investing

12/06/2023

The False Economy of Share Buy-Backs

What is a Share Buy-Back? A share buy-back occurs when the issuing company buys its own shares off Shareholders. The Shareholders are paid an amount per share and the company voids the shares. This reduces the number of shares on issue, concentrating ownership and reducing the market capitalisation of the company. An off-market buy-back occurs […]

Articles, Investment, Long Term Investing

26/04/2023

Investing for the Long Term – A Celebration of 25 Years

On the 1st of May 2023, FSI celebrates 25 years since the first money was seeded and investments made. For anyone tracking our performance since inception date has always been 1 May 1988. This tenure of operation is an incredible milestone in a market where many investment vehicles come and go. The root cause of […]

Investing, Investment, News

Flagship supports the Principles for Responsible Investment Initiative (PRI)

30/03/2023

Supporting the Principles for Responsible Investment (PRI) Initiative

At Flagship Investments, we are committed to responsible investing and are proud to support the Principles for Responsible Investment (PRI) Initiative. As a responsible investment company certified by the Responsible Investment Association Australasia (RIAA), we know how Environmental, Social, and Governance (ESG) factors affect performance. Therefore, to protect our clients’ capital, we’ve always insisted on […]

Long Term Investing

16/02/2023

5 Ways to Increase the Diversity in Your Portfolio

While adding diversity to your portfolio is highly beneficial, it can also be difficult to know how to effectively branch out your investments. At Flagship Investments, we’re committed to helping investors learn the best ways to build their portfolios to help them minimise risk and protect their investments. That’s why we have put together our […]

Long Term Investing

16/02/2023

5 Tips to Help You Master Your Long-Term Investments (And Your Questions Answered)

When it comes to securing a comfortable financial future, long-term investments are by far one of the best strategies you can adopt to achieve your goals. Whether you’re new to investing or you’ve been building your portfolio for years, Flagship Investments can help you stay on track. In this article, we’ll share everything you need […]

News

05/01/2023

A Bumpy Ride

2022 has been a pretty bumpy ride for investors, driven predominately by global macro factors and the ebbs and flows of market reaction to the latest news. The top line numbers for 2022 are underwhelming, the ASX All Ordinaries Index declined 7.2%, taking the 10-year annual growth rate to positive 4.5%. This modest annual movement hides […]

Articles

23/12/2022

A Guide to Listed Investment Companies

If you’re searching for the best long-term investments in Australia, you’ve probably heard listed investment companies being mentioned a few times. So what exactly are they, and how can they help you grow your wealth? At Flagship Investments, we’ve put together a list of the most commonly asked questions regarding listed investment companies to help […]

Articles

23/12/2022

A Beginner’s Guide to the ASX, LICs, and Buying Shares in Australia

If you’re new to investing, you likely have a lot of questions about the stock market and how it works. The ASX, LICs, stockbrokers, and share trading can seem like a lot of information to comprehend at first. That’s we’ve developed a beginners guide to clarify everything for you and help you get started on […]

Investing, Investment, Long Term Investing

29/09/2022

The Benefits of a Dividend Reinvestment Plan

With the ASX hosting many dividend-paying stocks, Australians have long been able to incorporate dividends into their investing strategy. Many ASX-listed companies including Flagship Investments Limited (ASX:FSI) also offer dividend reinvestment plans, otherwise known as DRIPs, or DRPs. The Dividend Reinvestment Plan (DRP) is an important tool for shareholders. It allows you to reinvest your […]

EOFY, News

27/07/2022

2022 – EOFY Wrap Up

ASX All Ordinaries Movement FY 2021/22. Click to expand. The Market In terms of the financial markets, the 2021/2022 financial year has drawn to a close in a spectacular fashion. The ASX All Ordinaries Index has decreased by 11.1% over the full year, as a result of a 13.4% decrease in the last quarter. This […]

LIC, Long Term Investing

Pexels Olya Kobruseva 5561923 Min Scaled

22/07/2022

Franked vs Unfranked Dividends: What’s Better?

Franked vs unfranked dividends — exploring the difference between franked and unfranked dividends, an age-old topic that has sparked debate since the imputation credit system was introduced in Australia over 40 years ago. It’s regularly debated by accountants, tax specialists, and financial advisers, especially during tax time, but with arguments both for and against on […]

LIC, Long Term Investing

22/07/2022

What is a Franking Credit? Answering Your Questions About Franking Credits, Dividends, and More

The number of people invested in the Australian Securities Exchange (ASX) has grown exponentially within the past few years, and with it, so too have the number of investment queries. If you’re a new investor, Flagship is here to answer all your questions, such as “What is a franking credit?”, “Are there different types of […]

Interview

22/07/2022

Interview with Dominic McGann, Chairman of Flagship Investments Limited

We welcome the Company Chairman talking to Flagship Investment’s shareholders through this interview. Further information about Dominic and other FSI Directors can be found here. Find the full transcript below: Q: About yourself and your background? My name is Dominic McGann and I’m the chair of the board of Flagship Investments or FSI but my […]

News

30/03/2022

Cocktail evening at the NSW Art Gallery

Dr Manny Pohl AM, Chairman of EC Pohl & Co, together with the Conservation department of the Art Gallery of NSW, hosted a cocktail party to celebrate the completion of the conservation of the important painting The Five Senses by Carlo Cignani and to acknowledge that Sophie Mitchell has retired as Director of Flagship Investments. […]

News

03/03/2022

Portfolio diversification for performance results

In an August article first published on this website the performance and correlation of the Flagship Investments (FSI) portfolio was compared to other Listed Investment Companies (LICs) that primarily invest in Large Cap Australian shares. One of the things shown in this research was that many of these LICs have a very high correlation to […]

Financial Analysis

21/12/2021

Rounding Out the Year in Style

The Flagship Investments Limited’s (FSI) portfolio closes out Calendar Year 2021 as it began- performing strongly, topping tables and delivering positive returns for shareholders. It achieves this through a disciplined investment process that produces a high conviction portfolio of quality-growth oriented companies. The manager, EC Pohl & Co commenced 2021 managing $68.0 million in the […]

Interview

01/12/2021

Interview with Non Executive Director Angela Obree

We would like to welcome our new Non Executive Director, Angela Obree talking to Flagship Investment’s shareholders through this interview. Further information about Angela and other FSI Directors can be found here. Full transcript: My name is Angela Obree and I’m a non-executive director of Flagship Investments also known as FSI. I spent the last […]

Convertible Notes, Investment

27/10/2021

Flagship Convertible Notes a Success

On 30 August 2021, the FSI Board announced the proposed issue of Convertible Notes. The Directors believed that the issue of FSI Notes would provide the ability to increase the overall size of the investment portfolio without diluting existing FSI Shareholders. The additional capital would be deployed in accordance with FSI’s existing investment mandate and […]

Convertible Notes, Investment

30/08/2021

Flagship Investments Limited Convertible Notes Offer

Flagship Investments Limited (FSI) invites you to participate in the FSI Convertible Note Offer. The listed, redeemable, unsecured convertible notes (FSI Notes) are an invitation for new investors to take an interest in the business and to provide existing Shareholders with a further avenue to benefit from their ownership in the Company. The Offer is […]

Long Term Investing

26/08/2021

Flagship Keeps On Keeping On

Flagship for Diversification and performance Listed over 2 decades ago Flagship Investments Limited LIC (ASX:FSI) keeps on keeping on – generating wealth for its shareholders. In the June 2021 Quarter Review from Hayden Nicholson, LIC researcher for Bell Potter Limited, FSI was noted as having the highest Large Cap Australian Equity returns over 3 and […]

Financial Analysis, Interview

14/07/2021

Pulse Markets Interviews Flagship Investments Managing Director

Dr Manny Pohl AM, Managing Director of Flagship Investments Limited (ASX: FSI) and CIO and founder of ECP is interviewed by the senior analyst at Pulse Markets about the current market and FSI. Conversation points Introduction to Flagship and ECP Why has Flagship been one of the top-performing Funds in Australia? @ 2:30s Why do […]

COVID-19, EOFY, Financial Analysis

Jennifer Coffin Grey D4ifnusy3fq Unsplash

06/07/2021

2021 – A EOFY Wrap Up

The financial year has drawn to a close, and it is remarkable to consider the current position against the outlook from 12 months ago. Thinking back to July 2020 we had witnessed an unprecedented market decline and hopeful recovery against the backdrop of a worldwide pandemic. The future prospects of the economy, at home and […]

COVID-19, LIC, Long Term Investing

24/06/2021

Quality Dividends in FSI Backed by Strong Performance

Almost every sharemarket investor loves LICs. What’s not to like about a low-cost way to get allocation to the market through a quality manager….and be able to do some income planning along the way! LICs are world-renowned for their ability to be able to pay a dividend each year. As long as they are solvent […]

Financial Analysis, Interview

24/02/2021

Flagship tops Bell Potter’s 2020 LIC Performance Tables + Watch Interview with Dr Pohl AM

Shareholders of Flagship Investments Limited (ASX: FSI) would be aware of Flagship’s long-term performance record. LIC Specialist Bell Potter released their 2020 report into LICs noting the Share Price performance of LICs within their research universe. Their tables identify that Flagship Investments outperformed all peer Large and Medium cap focussed LICs overtime periods 1 year, […]

LIC, Long Term Investing

12/02/2021

Fully Franked Dividend Calculation: How Does it Work?

According to the latest ASX Australian Investor Study, more and more shareholders have modified their investment strategies, with 54% making portfolio changes in the first half of 2020 alone. With many now favouring the sustainability of dividends, learning about fully franked dividend calculation is imperative to understanding the impact these investments have on your income and tax […]

LIC, Long Term Investing

12/02/2021

How a Franking Credit Offset Can Impact Your Income

Investors adore them, politicians debate them, and we love to discuss them — Franking credits can offset your tax and benefit your income, making them a mainstay of the Australian taxation system since 1987. However, there continues to be an air of confusion surrounding their purpose and the exact impact they have on an individual’s […]

Financial Analysis

20/12/2020

Year in Review

The 2020 calendar year is coming to a close and it will be impossible to write about the year without mentioning COVID-19 and the impact that it has had across the globe. Internationally the virus continues to spread and cause concern for health authorities while in Australia the measures taken appear to have controlled infection. […]

Interview

25/11/2020

Pohl position: article by Fairfax media

Pohl position: fund manager bets on Seek in race against short sellers By: Lucy BattersbyNovember 8, 2020Link to the original article Veteran fund manager Dr. Manny Pohl AM is sticking with one of his best bets in the market, Seek, calling the short seller attack against the online jobs classifieds operator a cheap shot. Pohl […]

Financial Analysis, LIC, Long Term Investing

Person using ipad while holding glasses - Flagship Investments

20/10/2020

Flagship is a standout performing LIC

During the month we read with interest the NTA Report* which is produced by Bell Potter’s LIC/ LIT researcher Hayden Nicholson. Flagship Investments Limited (Flagship) is identified as a strong performer as per Table 1 noting LICs that invest in Large and Medium Australian companies, with Flagship’s comparative NTA and Share Price performance well above […]

Awards

14/07/2020

Flagship Investments Recognised in Investors’ Choice Awards 2020

Flagship Investments is proud to announce that we have been awarded Top Performer in the Best Smaller Fund category at the Investors’ Choice Awards 2020 for the APAC region. This recognition highlights our consistent commitment to disciplined management and our investment philosophy. Acknowledging Our Team’s Efforts This award is a testament to the hard work […]

COVID-19, EOFY

07/07/2020

2020 – Is this the “New Normal”?

In the last six months, the phrase “new normal” has come to encapsulate the transformative changes affecting every aspect of daily life. Since the world was introduced to COVID-19, countless routines and activities have been disrupted, cancelled, or reimagined in the name of public health and safety. As the financial year draws to a close, […]

COVID-19, Financial Analysis, Interview

20/05/2020

Observations on Investment Trends Post-Restrictions

As stage one restrictions are lifted in Australia and we feel there is light at the end of the tunnel, it is interesting to observe the reactions and actions taken by the investment community over the last three months. Increased Activity Among Retail Investors Trend data suggests that retail investors have become substantially more active […]

Investing, LIC, Shares

14/04/2020

How to Invest in Shares

While we sit in the middle of a cost of living crisis, many people are reaching out asking, ‘How do I buy shares?’. This question may come from friends, family, and acquaintances from all levels of income and from all occupations. At its heart, the question is relatively simple to answer. What they should be […]

COVID-19, Financial Analysis

17/03/2020

Is time the antidote for the Coronavirus?

News about the coronavirus (COVID-19) has been as prevalent as the virus itself, the overwhelm of information (and in some cases misinformation) has had an impact throughout the country and particularly in financial markets across the globe. At Flagship Investments Limited (FSI) we are not qualified to assess the humanitarian impact of the virus, nor […]

COVID-19, Financial Analysis

13/12/2019

End-of-Year Reflections

Before we begin to wind down for the year, I thought I would take the opportunity to provide some thoughts on the politics at play in the world, the continued development of our business, the performance of our portfolio, its attribution, and insights into two of our recent investments. Global Political Landscape Looking back, a […]

AGM, News

02/12/2019

Annual General Meeting Overview

November marked our 22nd Annual General Meeting, held in Brisbane on the 8th of November. Meeting Highlights The formalities of the meeting were dealt with quickly, providing our shareholders with an opportunity to discuss the Company’s performance for the financial year ending 30 June 2019 and to preview what’s next in 2020. Reflecting on 2019 […]

News Articles

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