Investment Articles Archives | BKI Investment Company Limited

Q: BKI Quarterly Report - September 2019

How Do We Assess Business Quality? We are often asked what makes a company form part of the BKI portfolio. Since the inception of this Portfolio over 30 years ago, the core tenets of the investment process have remained unchanged. A long-term view is taken with a focus on buying and holding high quality Australian listed companies. In this Quarterly report, we will focus on how Contact and the BKI Investment Committee assess the quality of a company and how the quality of the BKI portfolio compares. View the full PDF Report here >

Q: BKI Quarterly Report - June 2019

We have been asked multiple times over the years if BKI can invest overseas. We are constantly told, that while the Australian share market is a great place to invest, it has its limitations and only accounts for approximately 2% of the globes total investments by market capitalisation. BKI has invested in a diversified portfolio of Australian shares, trusts and interest bearing securities for the last 15 years, so by not having global exposure, have our shareholders missed out? We will explain in this report, that while we only invest in Australian listed securities, the portfolio does have significant exposure to global companies and a whole world of investment opportunities. BKI Quarterly Report June 2019 - download PDF >

Q: BKI Quarterly Report - December 2018

BKI-Quarterly-Report-Dec-2018.pdf

Q: Responding to the Labor Party’s Franking Credit Policy

We provide an update on the Labor Party’s proposal to abolish cash refunds of excess franking credits. This is an issue causing angst among Australian investors. We provide a number of options for those concerned to have their say. Read The Article Here >