NAOS News & Insights

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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NAOS Investor Roadshow March 2018 | Recording & Presentation

NAOS MD & CIO Seb astian Evans along with Portfolio Manager Ben Rundle present at the NAOS Investor Roadshow during March 2018 Read More

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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Switzer Super Report | Professional’s Pick: Saunders International

By Robert Miller | Portfolio Manager at NAOS Asset Management

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A Checklist for Buying LICs at a Discount to NTA

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Switzer Super Report | Professional’s Pick: Enero Group (EGG)

By Robert Miller | Portfolio Manager at NAOS Asset Management

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NAOS Book List

The NAOS team have compiled a list of their best reads this year, with a short review...Enjoy!

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NAOS Investor Roadshow October 2017 | Webcast

NAOS MD & CIO Seb astian Evans along with Portfolio Manager Ben Rundle presented at the NAOS Investor Roadshow during October 2017 Read More
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