NAOS News & Insights

Livewire | 5 ASX CEOs Who Tick all the Boxes -  Part Two

By Robert Miller | Portfolio Manager at NAOS Asset Management

A year ago we wrote an article about ‘5 CEOs Who Tick All the Boxes’ based on the ASX...

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Baillieu Holst Research | August 2018

In this month’s publication, Baillieu Holst Research feature some key LICs within the following categories: Domestic Equities – Large, Mid and Small...

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Livewire | Where the short sellers have it wrong

By Ben Rundle | Portfolio Manager at NAOS Asset Management

In September of last year, I nominated a stock on Livewire where I felt the short sellers...

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Baillieu Holst Research | July 2018

In this month’s publication, Baillieu Holst Research feature some key LICs within the following categories: Domestic Equities – Large, Mid and Small...

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Cuffelinks | Five Actions to Watch in Management Share Buying

By Robert Miller | Portfolio Manager at NAOS Asset Management

There are many possible reasons to sell a stock, but a good reason to consider buying is...

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A Case for Concentrated Investing

By Rachel Folder | Investment Analyst at NAOS Asset Management

It is our view that concentrated portfolios offer superior risk-adjusted returns over...

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Patersons Research | June 2018

This report compares 57 different LICs and identifies those that are most attractive on a number of quantitative measures including price to NTA,...

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NAOS Goes Outback for the Royal Flying Doctor Service

By Scott Hildebrand | Distribution & Sales Manager at NAOS Asset Management

During July, NAOS had the opportunity to participate in the Royal Flying...

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Wilsons Advisory Research | May 2018

In this month’s publication, Wilsons Advisory Research feature some key LICs within the following categories: domestic equities – large/medium cap and...

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The Deals of Warren Buffett | A Chapter by Chapter Summary

By Robert Miller | Portfolio Manager at NAOS Asset Management

A chapter by chapter summary of The Deals of Warren Buffett Volume 1, The First $100m by...

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