Original Content from Livewiremarkets While we all love the thought of finding the next multi bagger, few companies have the right mix of business model, IP advantage, management team, balance sheet capacity and importantly, large potential market opportunity to achieve it. We believe the recently listed Pointsbet Holdings ASX:PBH is beginning to demonstrate its potential …
The Surrey Australian Equities Fund is pleased to report it returned +1.7% after all fees for the month of June taking total returns for the Calendar Year 2019 after all fees to +15.1%. This month we provide an update where we share with you insights from the portfolio, discussing performance to date together with the …
Commentary June 2019 | Surrey Australian Equities Fund Investment Read More »
The Surrey Australian Equities Fund is pleased to provide the May 2019 update where we share with you insights from the portfolio, discussing performance to date and the Fund outlook moving forward. For new and existing investors who require assistance with an application form, please feel free to contact either Nick or Michael at any …
Commentary May 2019 | Surrey Australian Equities Fund Investment Read More »
The Surrey Australian Equities Fund (Fund) is pleased to report it returned +7.4% (after all fees) in April 2019. This month we provide an update and share with you insights from the portfolio, discussing performance to date and the Fund outlook moving forward. As a result of recent demand the Fund will again be opening …
Commentary April 2019 | Surrey Australian Equities Fund Investment Read More »
Original Content from Livewiremarkets IMF Bentham (IMF) was traditionally a litigation funder which provided finance to legal firms purely using its own balance sheet. This business model has worked well with 90% of cases settled or won, generating a ROIC of 144%. However, it has meant very volatile cashflows and as such the share price …
The Surrey Australian Equities Fund is pleased to provide the March 2019 update where we share with you insights from inside the portfolio, discussing performance to date and the Fund outlook moving forward. As a result of recent demand the Fund will again be opening mid-month for completed applications. For new and existing investors who …
Commentary March 2019 | Surrey Australian Equities Fund Investment Read More »
The Surrey Australian Equities Fund is pleased to provide the February 2019 update where we share with you insights from inside the portfolio, discussing performance to date and the Fund outlook moving forward. For new and existing investors who require assistance with your application forms please feel free to contact either Nick or Michael at …
Commentary February 2019 | Surrey Australian Equities Fund Investment Read More »
Original Content from Livewiremarkets When most investors think of “value investing” they think of the standard quick-form valuation techniques such as low PE and cashflow multiples, solid dividend yields, low price/book values etc. Companies that don’t tick these boxes can sometimes mistakenly be classified as expensive. When we assess Xero ASX:XRO it meets none of …
The Surrey Australian Equities Fund is pleased to provide the January 2019 update where we share with you insights from inside the portfolio, discussing performance to date and the Fund outlook moving forward. As a result of recent demand the Fund will again be opening mid-month for applications. For new and existing investors who require …
Commentary January 2019 | Surrey Australian Equities Fund Investment Read More »
The Surrey Australian Equities Fund is pleased to provide the December 2018 update where we share with you insights from inside the portfolio, discussing performance to date and the Fund outlook moving forward. As always both Nick and Michael are available for discussion at any time. Nick Maclean & Michael Woolhouse Directors & Portfolio Managers …
Commentary December 2018 | Surrey Australian Equities Fund Investment Read More »