NAOS Asset Management is a specialist fund manager providing investors access to Australian listed companies outside of the ASX50. With a proven performance track record, NAOS maintain a focus on protecting capital and aim to deliver shareholders a sustainable growing stream of dividends franked to the maximum extent possible over the longer term. Visit naos.com.au for more information.
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The definition of capitalism needs modernising, including how a company treats its personnel and customers. Socially responsible companies significantly outperform the averages in job creation and ROE.
Earnings downgrades are not always bad news. They may present buy-side opportunities if the stock is oversold. It’s best to assess the circumstances via a checklist without panicking.
Plenty of LICs trade at a discount to their NTA value, often for good reasons, but there are opportunities to benefit from a narrowing of the discount if an investor knows what to look for.
A company site visit can reveal far more than an annual report or a presentation in an office, and it’s the hidden insights that are easy to miss that are the most valuable clues.
Value investing is not just about a low P/E or EV/EBITDA. Other metrics need to be considered to prevent falling into a value trap, as well as what challenges are facing the industry and the time frame allowed for success.
Watch the many different forms of corporate activity for clues to the way management is thinking about a company’s future and the ways to finance its growth. This can be especially useful for investing in small cap stocks.