Each week we ask a different Fund Manager about their favourite investment. We want to know when and why they bought it, what returns it has given them, and where they think the value is.
Recent Commentary
The inside scoop on Crown Limited
Brendan Warton is portfolio administrator at Platypus Asset Management, which recently added Crown Limited to its portfolio. He tells us that he is targeting a Crown share price of $22.
Chris Cuffe on Third Link
This week’s fundie’s favourite is a little different. We have veteran investor Chris Cuffe talking about his philanthropic endeavor fund-of-fund investment ThirdLink and how it has managed to outp..
A small cap to get excited about – ASG Group (ASZ)
Our fundies today are Australian Ethical Investment equities analyst, Mason Willoughby-Thomas, and portfolio manager, Andy Gracey, and they tell us why this IT services company is a favourite.
Why we love small-cap data company NEXTDC
Thomas Rice of PM Capital explains why this little company has a story that’s a lot more interesting than most in the markets give it credit for.
