Global Equity Markets on Solid Ground

With 98% of US S&P 500 companies having reported earnings for the March quarter, Mason Stevens Head of Equities, Marcus Tuck, provides his key takeaways: Aggregate profit growth was a very healthy 13.9%, the highest year-on-year growth since Q3 2011, where it recorded a 16.7% growth rate. 10 of 11 sectors reported profit growth with[…]

Language Tech Company Translates into Big Profits

Appen Ltd (ASX: APX), the data services and language technology company, has seen its share price soar 43% over the past 2 weeks on the back of a strong earnings result and a significant upgrade to its full year earnings guidance. APX is seeing significant increased demand for its high quality data for machine learning-based[…]

Must know changes to Superannuation

On 9 May 2017, Treasurer Scott Morrison released the 2017-18 Federal Budget. Due to the changes taking effect 1 July 2017, which arose out of the last budget (discussed here), most changes announced were rather minor. Here’s a brief summary of the most exciting changes proposed in regards to Superannuation. Contributing proceeds from downsizing to[…]

Super Reforms – What you need to know before 1 July 2017

With less than two months left in this financial year, it is time to consider the opportunities still available prior to 1 July. In this article we will discuss some of the major super policy changes that may affect your plans ahead. Super Pension Reform: Currently, there is no limit on the amount you can[…]

CEO Shares Insight at NYC Symposium

On September 30th, UGC Chief Executive and Founder Joel Hewish shared his insights at the SIBOR Global Real Estate Symposium in NYC discussing: Why investing in US real estate as a foreigner makes sense? What challenges we experienced as foreign investors and how we overcame them? What benefits our clients attained as foreign investors? Discussing[…]

Our Advice Philosophy

Our  advice philosophy.  Before you can achieve success, one first needs to define, what is success? At United Global Capital, we define financial success as “being able to do the things you want to do, when you want to do them, without having to rely on anybody else.” To achieve this outcome, we have a deep belief[…]

Investment Philosophy

At United Global Capital we have our own proprietary investment philosophy which we use to consistently guide us to make the most appropriate investment recommendations to our clients.   Direct share ownership offers a number of significant benefits to investors including: The opportunity to benefit from the appreciation in value of the shares you own in a[…]

Our Approach to Fundamental Analysis

Our approach to fundamental analysis is focused on: Identifying financially sound companies with solid balance sheets that have the ability to generate, or currently are generating, high levels of cash and free cash flows that are listed on exchanges here in Australia and overseas. Identifying businesses that are trading significantly below fair value because of any[…]