Across investor accounts, we have bought Endeavour Group (ASX: EDV), the leading Australian liquor retail and hotels operator, which was recently demerged from Woolworths. With a 40% market share…
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Across accounts, we have bought WiseTech Global (ASX: WTC), a global developer of cloud-based software solutions for the international and domestic logistics industries. Through their platforms CargoWise and BorderWise, WTC…
Across investor accounts, we have bought Ramsay Health Care (ASX: RHC), a global health care company with a reputation for operating high-quality services and delivering excellent patient care. Ramsay facilities…
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…
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….