Within the Australian Equities component of investor portfolios we have bought A2 Milk (ASX: A2M), a global milk company, domiciled in New Zealand, that sells A2 protein type milk, infant…
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Across investor accounts, we have bought Brambles, a supply-chain logistics company operating in more than 60 countries, primarily through the CHEP brand. We view Brambles as a high-quality, moderate growth…
At first glance the answer may seem obvious, but is it? That depends on what an investor is looking to protect against. There is no doubt that term deposits…
The stock in focus this month is CYBG (CYB). CYBG is a full service UK bank previously owned by NAB. After years of underperformance CYB was demerged in 2016. It…
By Leon De Wet – Elston Portfolio Manager At first glance the answer may seem obvious, but is it? That depends on what an investor is looking to protect against….
With the rise of e-commerce, you might be tempted to think that the traditional grocery shop is on the way out. But is it? While certainly facing a competitive threat,…
Across the Australian Equity component of investor accounts we have bought Westpac Banking Corporation (WBC). Westpac Banking Corporation is Australia’s oldest banking and financial services group, with branches and operations...
Read MoreAcross clients accounts, we have bought Clydesdale Bank, the UK based full-service bank focused on consumers and small and medium-sized enterprises (SMEs). We are positive on the medium-term outlook for CYB for...
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