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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NAOS Shareholder Communication | Franking Credits

After speaking with many of you during our September National Investor Roadshow it is evident that there is overwhelming angst among our shareholders...

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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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NAOS National Roadshow Video and Presentation Slides September 2018

NAOS Asset Management CIO and MD, Sebastian Evans and Portfolio Manager, Ben Rundle present to Shareholders at the NAOS National Roadshow during...

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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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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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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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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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