Intelligent Investor

With more than a 20-year track record of beating the market, Intelligent Investor offers actionable, reliable recommendations on ASX-listed stocks.

[Intelligent Investor @value_investing]

🎙️ The Treasurer joins The Money Café.

Jim Chalmers talks through the 2026 Intergenerational Report with Alan Kohler and Stephen Mayne. Plus, interest rates, the Trump-Xi summit, AGM season and listener questions.

🎧 Listen now: https://t.co/9z4tZ0EM9L

This information is general only and doesn’t take your personal objectives, financial situation or needs into account.

[Intelligent Investor @value_investing]

🚨 INIF offer ends at 5pm today

If you’ve been considering the Intelligent Investor Australian Equity Income Fund (ASX: INIF), there are only hours left to take advantage of the secondary offer.

Invest directly before the deadline with no brokerage or buy/sell spread costs.

Managed by Nathan Bell, INIF takes a contrarian, value-focused approach to Australian shares, seeking undervalued businesses with the potential to deliver sustainable income and capital growth over time.

INIF is designed for investors seeking capital growth and income from Australian shares and may suit those looking to add a satellite holding or smaller allocation to a broader portfolio.

⏳ Applications close at 5pm today.

👉 Invest before the offer closes: https://t.co/O7f7liI5ys

This information is general only and doesn’t take your personal objectives, financial situation or needs into account. Consider the PDS and TMD at https://t.co/7Q3CsrRWqp before making any investment decision. Past performance is not a reliable indicator of future performance. Promoted by InvestSMART Financial Services Pty Limited ACN 089 038 531 AFSL 226435. InvestSMART Funds Management Ltd ABN 62 067 751 759 AFSL # 246441 is the product issuer of the Intelligent Investor Exchange Traded Funds.

[Intelligent Investor @value_investing]

⏳ INIF offer closes this Friday

There’s still time to invest directly in the Intelligent Investor Australian Equity Income Fund (ASX: INIF) through the secondary offer, with no brokerage or buy/sell spread costs.

Managed by Nathan Bell, INIF takes a value-focused approach to Australian shares, seeking undervalued businesses with the potential to grow cash flows, dividends and capital value over time.

INIF is designed for investors seeking capital growth and income from Australian shares and may suit those looking to add a satellite holding or smaller allocation to a broader portfolio.

Applications must be received by 5pm Friday 21 August 2026.

👉 Invest before the offer closes: https://t.co/O7f7liI5ys

This information is general only and doesn’t take your personal objectives, financial situation or needs into account. Consider the PDS and TMD at https://t.co/7Q3CsrRWqp before making any investment decision. Past performance is not indicativea reliable indicator of future performance. Promoted by InvestSMART Financial Services Pty Limited ACN 089 038 531 AFSL 226435. InvestSMART Funds Management Ltd ABN 62 067 751 759 AFSL # 246441 is the product issuer of the Intelligent Investor Exchange Traded Funds.

[Intelligent Investor @value_investing]

📺 Missed our latest webinar? Watch the replay.

In Against the crowd: Is this only the beginning of the value rotation?, Nathan Bell and John Addis explore whether the market’s shift towards value has further to run.

Discover what drove the Intelligent Investor Australian Equity Income Fund’s (ASX: INIF) outperformance over the past year, why Nathan believes the valuation gap remains wide, and why dividends from some of Australia’s biggest banks and miners may come under pressure.

▶️ Watch the full webinar replay: https://t.co/O7f7liI5ys

This information is general only and doesn’t take your personal objectives, financial situation or needs into account. Consider the PDS and TMD at https://t.co/7Q3CsrRWqp before making any investment decision. Past performance is not indicative of future performance. Promoted by InvestSMART Financial Services Pty Limited ACN 089 038 531 AFSL 226435. InvestSMART Funds Management Ltd ABN 62 067 751 759 AFSL # 246441 is the product issuer of the Intelligent Investor Exchange Traded Funds.

[Intelligent Investor @value_investing]

Good investing isn’t about chasing the next headline. It’s about buying good businesses at sensible prices and giving them time to perform.

That's the philosophy behind the Intelligent Investor Australian Equity Income Fund (ASX: INIF).

Designed for investors seeking capital growth and income from Australian shares, INIF takes a disciplined, valuation-driven approach to investing that looks beyond short-term market noise.

The secondary offer is now open, giving investors the opportunity to invest directly with no brokerage or buy/sell spread costs until 21 August 2026.

Learn more about whether INIF could suit your investment goals: https://t.co/O7f7liI5ys

This information is general only and doesn’t take your personal objectives, financial situation or needs into account. Consider the PDS and TMD at https://t.co/7Q3CsrRWqp before making any investment decision. Past performance is not indicative of future performance. Promoted by InvestSMART Financial Services Pty Limited ACN 089 038 531 AFSL 226435. InvestSMART Funds Management Ltd ABN 62 067 751 759 AFSL # 246441 is the product issuer of the Intelligent Investor Exchange Traded Funds.

[Intelligent Investor @value_investing]

📈 Value investing is making a comeback. But is this just the beginning?

Join portfolio manager Nathan Bell and Intelligent Investor founder & editor John Addis as they explore what's driving the shift away from expensive market favourites, whether the value rotation has further to run and where Nathan sees risks and opportunities.

They'll also discuss why some of the market's biggest dividend payers may face pressure. Plus, the session includes a live Q&A.

📅 Thursday 13 August

🕐 1:00pm AEST

Can't join live? Register anyway and we'll send you the replay.

👉 Register now: https://t.co/O7f7liI5ys

This information is general only and doesn’t take your personal objectives, financial situation or needs into account. Consider the PDS and TMD at https://t.co/7Q3CsrRWqp before making any investment decision. Past performance is not indicative of future performance. Promoted by InvestSMART Financial Services Pty Limited ACN 089 038 531 AFSL 226435. InvestSMART Funds Management Ltd ABN 62 067 751 759 AFSL # 246441 is the product issuer of the Intelligent Investor Exchange Traded Funds.

[Intelligent Investor @value_investing]

💡 "We've never really seen anything like it."

The gap between growth and value stocks is hard to ignore, according to Intelligent Investor’s Nick Cummings.

AI-linked names dominate investor attention, while some profitable, well-run businesses are trading at what Nick describes as GFC-like valuations.

It raises a big question: are investors paying too much attention to what’s popular, and not enough to quality companies trading at attractive prices?

🎥 Watch Nick’s take.

InvestSMART Financial Services Pty Limited ACN 089 038 531 AFSL 226435.

[Intelligent Investor @value_investing]

📈 The investment landscape is changing.

With potential changes on the horizon, many Australians are thinking more carefully about how they build wealth across property, shares and ETFs.

In this webinar replay, Alan Kohler and Intelligent Investor founder John Addis explore what this could mean for:

• Property investors
• Share market investors
• ETF investors
• Long-term wealth planning

🎥 Watch the full discussion on demand: https://t.co/JgRjujJlvS

This information is general financial product advice only and has not taken into account your objectives, financial situation or needs. Consider whether this advice is right for you. You should consider the relevant Product Disclosure Statement (PDS), Financial Services Guide (FSG), Target Market Determination (TMD) or seek professional advice before making any investment decision. The PDS for financial products offered through InvestSMART can be downloaded from this website or obtained by contacting 1300 880 160. InvestSMART Financial Services Pty Limited ACN 089 038 531 AFSL 226435.

[Intelligent Investor @value_investing]

🏠📈 The wealth formula may be changing.

Property investing and tax settings have played a major role in how many Australians build wealth. With potential changes on the horizon, investors may need to think carefully about how they position their portfolios for the years ahead.

Join Alan Kohler and Intelligent Investor founder John Addis for a live webinar exploring the potential impact on property, shares, ETFs and long-term wealth planning.

📅 Thursday 18 June

🕐 1pm AEST

Register now: https://t.co/JgRjujJlvS

This information is general financial product advice only and has not taken into account your objectives, financial situation or needs. Consider whether this advice is right for you. You should consider the relevant Product Disclosure Statement (PDS), Financial Services Guide (FSG), Target Market Determination (TMD) or seek professional advice before making any investment decision. The PDS for financial products offered through InvestSMART can be downloaded from this website or obtained by contacting 1300 880 160.

[Intelligent Investor @value_investing]

🚨 Final call: IIGF offer closes today

The Intelligent Investor Equity Growth Fund (ASX: IIGF) secondary offer closes today at 5pm AEST.

This is your last chance to invest directly with no brokerage or buy/sell spread costs.

IIGF is a high-conviction, actively managed fund built on a disciplined, valuation-led approach. It doesn’t follow the index — it focuses on identifying quality businesses trading below their long-term potential.

Right now, markets are highly concentrated and valuation gaps are widening. These are the conditions where patient, active investors may find opportunity.

If you’re a long-term investor willing to accept higher risk for potential higher returns, now is the time to act.

⏰ Applications and payments must be completed by 5pm AEST today

👉 View the offer: https://t.co/ODMiOMBig9

This information is general only and doesn’t take your personal objectives, financial situation or needs into account. Consider the PDS and TMD at https://t.co/7Q3CsrRWqp before making any investment decision. Past performance is not indicative of future performance. Promoted by InvestSMART Financial Services Pty Limited ACN 089 038 531 AFSL 226435. InvestSMART Funds Management Ltd ABN 62 067 751 759 AFSL # 246441 is the product issuer of the Intelligent Investor Exchange Traded Funds.

[Intelligent Investor @value_investing]

⏳ Final days: IIGF offer closing soon

The Intelligent Investor Equity Growth Fund (ASX: IIGF) secondary offer closes Friday 22 May, giving investors a limited window to invest directly with no brokerage or buy/sell spread costs.

Today’s market is increasingly concentrated, a small group of large companies drive a significant share of returns. At the same time, many high-quality smaller and mid-sized businesses are trading at more attractive valuations — creating opportunities for active, value-focused investors.

IIGF is designed to capture these opportunities through a disciplined, long-term investment approach.

Now is the time to take a closer look before the offer closes.

👉 View the offer: https://t.co/ODMiOMBig9

T&C: This information is general only and doesn’t take your personal objectives, financial situation or needs into account. Consider the PDS and TMD at https://t.co/7Q3CsrRWqp before making any investment decision. Past performance is not indicative of future performance. Promoted by InvestSMART Financial Services Pty Limited ACN 089 038 531 AFSL 226435. InvestSMART Funds Management Ltd ABN 62 067 751 759 AFSL # 246441 is the product issuer of the Intelligent Investor Exchange Traded Funds.

[Intelligent Investor @value_investing]

The Intelligent Investor Equity Growth Fund (ASX: IIGF) offer is now open

Markets are crowded at the top. Some of the best opportunities aren’t.

While a handful of large companies have dominated returns, many high-quality businesses have been left behind, and are now trading at much more attractive valuations.

The Intelligent Investor Equity Growth Fund (ASX:IIGF) is built to find them, using a disciplined, valuation-driven approach focused on long-term opportunity.

It won’t move in a straight line. Performance comes in cycles, that’s how mispriced opportunities are captured.

Invest directly with no brokerage or buy/sell spread costs.

📅 Offer closes Friday 22 May 2026

👉 View the offer: https://t.co/ODMiOMBig9

This information is general only and doesn’t take your personal objectives, financial situation or needs into account. Consider the PDS and TMD at https://t.co/7Q3CsrRWqp before making any investment decision. Past performance is not indicative of future performance. Promoted by InvestSMART Financial Services Pty Limited ACN 089 038 531 AFSL 226435. InvestSMART Funds Management Ltd ABN 62 067 751 759 AFSL # 246441 is the product issuer of the Intelligent Investor Exchange Traded Funds.

[Intelligent Investor @value_investing]

Webinar: What’s really driving markets now — and where are the opportunities?

Join Nathan Bell and John Addis live as they unpack why markets have been tough for value investors, what’s now starting to change, and why many high-quality, unloved businesses are trading at valuations last seen during past crises. They also discuss how AI, inflation and index concentration have reshaped markets.

They’ll also walk through key holdings in the Intelligent Investor Equity Growth Fund (ASX:IIGF), including ResMed, AutoTrader and Amazon, ahead of the secondary offer.

📅 Thursday 14 May | 1pm AEST
🎥 Live + Q&A

👉 Register: https://t.co/ODMiOMBig9

Can’t make it? We’ll send the recording.

This information is general only and doesn’t take your personal objectives, financial situation or needs into account. Consider the PDS and TMD at https://t.co/7Q3CsrRWqp before making any investment decision. Past performance is not indicative of future performance. Promoted by InvestSMART Financial Services Pty Limited ACN 089 038 531 AFSL 226435. InvestSMART Funds Management Ltd ABN 62 067 751 759 AFSL # 246441 is the product issuer of the Intelligent Investor Exchange Traded Funds.

[Intelligent Investor @value_investing]

Get more of The Money Café with Intelligent Investor Essentials.

And yes, there’s a free cap. Only $297.

[Intelligent Investor @value_investing]

Gaming giant Aristocrat has had a hot streak, but the tide may be turning. The latest numbers looked good, but some of the key trends were less reassuring. Read more: https://t.co/E6lMzzaLVx

[Intelligent Investor @value_investing]

WiseTech remains an investor favourite, but the latest result raises more questions than answers. Read more: https://t.co/SOOmR87eWt

[Intelligent Investor @value_investing]

⏳Closing today at 5pm AEDT — IISV offer

This is your last chance to invest directly in the Intelligent Investor Select Value Share Fund (ASX: IISV) with no brokerage or buy/sell spread costs.

IISV offers a disciplined way to invest as markets reprice — combining Australian and global opportunities in a single, actively managed fund. It invests only when the price makes sense and avoids crowded, over‑owned stocks.

🕔 Offer closes at 5pm AEDT today.

🔗 Find out more before it closes:
https://t.co/yfGTibHFbN

This information is general only and doesn’t take your personal objectives, financial situation or needs into account. Consider the PDS and TMD at https://t.co/u7TspVbTGC before making any investment decision. Past performance is not indicative of future performance. Promoted by InvestSMART Financial Services Pty Limited ACN 089 038 531 AFSL 226435. InvestSMART Funds Management Ltd ABN 62 067 751 759 AFSL # 246441 is the product issuer of the Intelligent Investor Exchange Traded Funds.

[Intelligent Investor @value_investing]

⏳ Final days — IISV offer closes Friday

The Intelligent Investor Select Value Share Fund (ASX: IISV) offers a disciplined way to invest as markets reprice.

Until Friday, 27 February 2026, you can invest directly in IISV with no brokerage fees or buy/sell spread costs.

Key benefits include:
• Australian and international diversification in one fund
• Geographically unconstrained — the fund can hold future leaders wherever they’re listed
• Managed by an experienced team of analysts

This fund is designed for investors seeking capital growth and income, with a medium investment timeframe and a high risk/return profile.

🔹 Minimum investment: $2,000

🔗 Learn more before the offer closes:
https://t.co/pf7HtRiciF

This information is general only and doesn’t take your personal objectives, financial situation or needs into account. Consider the PDS and TMD at https://t.co/u7TspVbTGC before making any investment decision. Past performance is not indicative of future performance. Promoted by InvestSMART Financial Services Pty Limited ACN 089 038 531 AFSL 226435. InvestSMART Funds Management Ltd ABN 62 067 751 759 AFSL # 246441 is the product issuer of the Intelligent Investor Exchange Traded Funds.

[Intelligent Investor @value_investing]

Volatility feels uncomfortable. But is it really risk?

Nick Cummings, Portfolio Manager at Intelligent Investor, unpacks one of investing’s most misunderstood concepts with Nadine Blayney.

Nick explains why disciplined value investors often see volatility as opportunity, not danger, and discusses companies held in the Intelligent Investor Select Value Share Fund (ASX: IISV).

If markets feel unpredictable right now, this conversation is well worth the watch — with his discussion on IISV portfolio holdings beginning at 18:17.

🎥 Watch now: https://t.co/Bwn24D2U6B

This information is general only and doesn’t take your personal objectives, financial situation or needs into account. Consider the PDS and TMD at https://t.co/u7TspVbTGC before making any investment decision. Past performance is not indicative of future performance. Promoted by InvestSMART Financial Services Pty Limited ACN 089 038 531 AFSL 226435. InvestSMART Funds Management Ltd ABN 62 067 751 759 AFSL # 246441 is the product issuer of the Intelligent Investor Exchange Traded Funds.

[Intelligent Investor @value_investing]

Looking for a disciplined way to invest as markets reprice? The Intelligent Investor
Select Value Share Fund (ASX: IISV) could be worth considering.

Built for periods like this, IISV takes an active investment approach designed to take advantage of opportunities globally and in Australia as markets become more selective.

For a limited time, you can invest directly in IISV with no brokerage or buy/sell spread costs.

Learn more about the offer and see if the fund is right for you:

https://t.co/pf7HtRiciF

This information is general only and doesn’t take your personal objectives, financial situation or needs into account. Consider the PDS and TMD at https://t.co/u7TspVbTGC before making any investment decision. Past performance is not necessarily indicative of future performance.