NAOS News & Insights

Patersons Research | Listed Investment Companies June 2017

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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Wilsons Advisory Research | Listed Investment Company (LIC) May Update

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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Baillieu Holst Research | June 2017

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

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Quality of Earnings & Flaws of the P/E Ratio – Ben Rundle NAOS PM

Often when analysts and market commentators talk about valuation of certain businesses, the method used is the price to earnings or P/E ratio. A price...

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Cuffelinks | How corporate activity helps build a small cap portfolio - Robert Miller

A common theme of investing in small cap stocks is limited liquidity, or in other words, difficulty acquiring or selling stock. This can naturally...

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CEO Insights - Week Ending Friday 12/5/17 By NAOS Asset Management

“We're now seeing discussions turn. People are talking about opening mines again that have been shut for some time. People are talking about...
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Baillieu Holst Research| NCC Top Performer

The March 2017 Baillieu Holst Performance Review and Update highlights Small/Mirco Cap Industrial focused LIC NAOS Emerging Opportunities Company...

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Ben Rundle Shares one of his Favourite Stocks, Armidale Investment Corp in a Short Interview with Alan Kohler

AIK (now ASX: COG) is an absolute return focused investor

 

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NCC Q3 FY17 Investor Conference Call Recording and Presentation Materials

NCC Q3 FY17 Presentation Material can be viewed here

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NAC Q3 FY17 Investor Conference Call Recording and Presentation Materials

NAC Q3 FY2017  Presentation Materials can be viewed here

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