NAOS News & Insights

Comsec Executive Series | NAOS

Sebastian Evans speaks with Tom Piotrowski about the performance of the three NAOS LICs: NCC, NSC & NAC, as well as why NAOS have a concentrated...

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Video | About NAOS Asset Management

Watch the video here:

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Meeting The Berkshire Hathaway CEOs

By Robert Miller and Ben Rundle| Portfolio Managers at NAOS Asset Management

During our recent trip to Omaha, we met with three Berkshire CEOs and a...

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The 5 key Themes from Omaha

By Ben Rundle and Robert Miller| Portfolio Managers at NAOS Asset Management

NAOS Asset Management attended the 2018 Berkshire Hathaway Annual...

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Cuffelinks | Three Checks to Make when Facing Earnings Downgrades

By Robert Miller | Portfolio Manager at NAOS Asset Management

“The market doesn’t care how you feel about a stock or what price you paid for it.” –...

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Livewire | 5 Stocks in the Hottest Sector Right Now

The healthcare sector recorded a total gain of 24.4% in 2017, making it the single best performing sector on the ASX. Not even two months into 2018,...

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Livewire | Small Cap Investing in a Volatile Market

The recent 5% plunge in the ASX200 led to some great value opportunities for nimble investors. This was particularly so in small caps, which fell even...

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Livewire | Riding the Infrastructure Boom

With numerous infrastructure projects now ramping up at the same time, the well-flagged East Coast infrastructure boom is very much on. By next year,...

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Cuffelinks | What we Look for on Company Site Visits

By Robert Miller | Portfolio Manager at NAOS Asset Management

Research procedures combine both qualitative and quantitative processes and the company...

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Switzer Super Stock Selectors | Ben Rundle Shares his Hot Stocks

Hot stocks: Donuts, insurance and engineering

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