The Offshore Growers: Why a new breed of Australian companies are taking on the world and winning

If you attended our 2019 Meet the Manager events you will recall our theme “Why a new breed of Australian companies are taking on the world and winning”. Subsequently we have prepared and released a report which we have released in full in our Investment Strategy note this month. It is the result of interviews with CEOs, chairs, directors and founders of Australian-listed companies that have been able to create value for shareholders through offshore expansion. The report offers a deeper insight into the key factors of success, including both the business decisions that enabled companies to capitalise on their potential and how the harnessing of industry-wide changes enabled businesses to remove or overcome traditional obstacles to growth.

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Letter to Investors – October

In our October 2019 Letter to Investors we highlight how better news on a trade deal between the US and China, as well as further monetary easing globally helped lift most sharemarkets, though the local bourse was conspicuously left behind. We also provide a business update on our activities to close the discount to Net Tangible Assets for the Ophir High Conviction Fund.

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