NAOS News & Insights

NAC NTA Released for March 2017– NAOS Asset Management

NAC Investment Report & NTA Update March 2017

 

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NCC NTA Released for March– NAOS Asset Management

NCC Investment Report & NTA Update March 2017

 

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CEO INSIGHTS – Week Ending 7 Apr 2017 BY NAOS Asset Management

“Too many loans are still made where the borrower has the skinniest of income buffers after interest payments. In some cases, lenders are assuming that...

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Ben Rundle's 8 rules of investing - Livewire Interview

Livewire reached out Ben Rundle from NAOS Asset Management to ask him about how he got started in investing. We asked Ben about his best and worst...

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Ben Rundle Shares one of his Favourite Stocks in a Short Interview with Alan Kohler

The MNF Group operates multiple integrated brands, providing new generation voice services for homes, offices, enterprise, government and the telco...

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CEO INSIGHTS – Week Ending 31 Mar 2017 BY NAOS Asset Management

“The retail space is going through changes, with emerging younger brands showing traditional outlets that it’s possible to open new stores if you do it...

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The Constant Investor: Sebastian Evans on FinTechs

Bank revenues will continue to be driven by mortgage lending by Sebastian Evans 

Bank equities are ultimately dictated by their earnings, which are...

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CEO INSIGHTS – Week Ending 24 Mar 2017 BY NAOS Asset Management

“We see the consumer shifts within digital commerce, with a larger share of our growth coming through our apps” Mark Parker, CEO, Nike

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CEO INSIGHTS – Week Ending 17 Mar 2017 BY NAOS Asset Management

"Consumer tastes are changing and concerns around health and not consuming too much sugar creates a lot of opportunities" Alison Watkins, MD, Coca-Cola...

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Patersons Research | Listed Investment Companies

This report compares 50 different LICs and identifies those that are most attractive on a number of quantitative measures including price to NTA,...

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