NAOS News & Insights

Livewire Buy Hold Sell, Sifting for value in resources and mining services

It has been the surprise story for 2016. A bottoming in commodity prices triggered an aggressive bounce in resources stocks and the services companies...

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Why Tech IPO Hopefuls are Still Loving the ASX by NAOS PM Robert Miller

NAOS recently attended a US venture capital conference which was attended by some of the leading & most well capitalised US and European companies of the...

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CEO Insights - Week Ending Friday 28/10/16

“We continue to closely monitor risks in the housing market, but we take some comfort from population growth running ahead of dwelling completions and...

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Buy Hold Sell: 5 Sizzling Small Caps

Tune in as Ben Rundle from NAOS and Alex Shevelev from Glennon Capital share their views on Vocus, MNF Group, Macquarie Telecoms, Superloop and Speedcast. 

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NAOS CEO Insights Week Ending 21/10/2016

“You see the cyclical stocks kicking hard against the average. You saw the gold price drop hard, the predictable selling-off and the bonds selling off —...

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NAC Q1 FY17 Investor Conference Call Recording and Presentation Materials

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NCC Q1 FY17 Investor Conference Call Recording and Presentation Materials

Presentation Materials can be viewed here

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CEO Insights - Week Ending Friday 7/10/16

CEO Insights - Week Ending Friday 7/10/16 By NAOS Asset Management

 

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LICs with Above Average Dividend Yields

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Value vs Growth: Is there a shift back to Value? Livewire article

Value vs Growth: Is there a shift back to Value?

Value investing is an investment paradigm that derives from the ideas on investment that Ben Graham...

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