Within the Australian equity component of investor portfolios, we have included the Elston Emerging Leaders fund (“Emerging Leaders”). The Emerging Leaders strategy invests in ASX listed businesses that are outside…
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Across investor accounts, we have bought Cochlear Limited (ASX: COH), the global market leader in the provision of implantable hearing solutions. We are positive on the long-term outlook for...
Read MoreAcross investor accounts, we have bought Worley and Santos. Before discussing the fundamentals of the companies, we feel some context around the decisions is required. As a team, we agree…
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…
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…