NAOS News & Insights

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

Cuffelinks | The Importance of Corporate Culture in Investing

By Ben Rundle | Portfolio Manager at NAOS Asset Management

Read More

Why Do Some Investors Underperform Their Fund Manager?

By Scott Hildebrand | Distribution & Sales Manager at NAOS Asset Management

As Baron Rothschild famously said, “buy when there’s blood in the streets.”...

Read More

NAOS Commitment to the Great Barrier Reef

By Megan Walker| Marketing & Communications Manager at NAOS Asset Management

NAOS believe that to be caretakers of the next generation we must actively...

Read More

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...

Read More

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...

Read More
1 2 3 4 5

SUBSCRIBE TO OUR NAOS NEWS AND INSIGHTS