NAOS News & Insights

Livewire Buy Hold Sell: The crowd's favourites for 2017

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NAC Q2 FY17 Investor Conference Call Recording and Presentation Materials

NAC Presentation Materials can be viewed here

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NCC Q2 FY17 Investor Conference Call Recording and Presentation Materials

NCC Q2 FY17 Investor Briefing

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Cuffelinks Article | The market loves growth stocks – until it doesn’t

Words by Robert Miller Portfolio Manager NAOS Asset Management

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CEO Insights - Week Ending Friday 25/11/16

As part of the NAOS investment process, we pay particular attention to the comments made by company CEO’s and business leaders in order to gain a greater...

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CEO Insights - Week Ending Friday 4/11/16

“It’s pretty amazing that we live in an age when a CEO of two public companies can give a talk about colonizing Mars and shareholders don’t see that as...

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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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