Tag: NAOS Emerging Opportunities Company Limited

What do retail investors want to hear from their fund manager?

This blog post topic came to mind after I read a post from another blogger. The post I refer to discusses whether fund managers are doing a good job communicating their ideas to attract retail investor demand. Continue reading “What do retail investors want to hear from their fund manager?”

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FUND MANAGERS CONTANGO, NAOS & FORAGER. THE BATTLE FOR MACMAHON, PROFT REPORTING SEASON.

Just a blog update on a couple of things I read over the weekend that I found interesting, and some notes on some trades over the profit reporting season. Continue reading “FUND MANAGERS CONTANGO, NAOS & FORAGER. THE BATTLE FOR MACMAHON, PROFT REPORTING SEASON.”

TAKING PROFITS IN SOME SMALLER LICs

I nearly always enter an investment assuming I may be holding that company in terms of years not months, but with some selling I have done of late it hasn’t turned out that way. A month or two ago I pointed out the difference in performance of the leading companies on the ASX versus the small ordinaries over the last year or so. Continue reading “TAKING PROFITS IN SOME SMALLER LICs”