Q: Can you tell us about a growth stock that’s got you excited about its long-term potential?

In this Collection... First published on 28th Apr 2016

Growth has been hard to come by in the post-GFC world, especially amongst the ‘blue-chip’ names. It has been a stock picker’s market, where many mid and small cap managers have regularly achieved significant outperformance. Markets have generally rewarded those who have invested in companies growing faster than the rest, but with over 2,000 names on the ASX official list, where can investors start looking? We asked three Livewire contributors for a stock that they think offers exciting long-term growth potential. Responses by Alex Shevelev from Glennon Capital, Simon Bonouvrie from Cadence Capital, and Hugh Dive from Aurora Funds Management.

Simon Bonouvrie

A growth stock we are excited about is Xenith IP (XIP), which is a newly listed small-cap stock with a market cap of approximately $130 million. Xenith IP is an intellectual property firm specialising in the filing and prosecuting of patents and trademarks in Australia on behalf of both international... Show More

Hugh Dive

We are interested in the growth potential of G8 Education Limited (GEM), the second largest player in Australian childcare. Over the past four years, the company has grown revenue by 294%, while expanding their EBIT margin from 16% to 21%. GEM has been very successful in consistently adding value to... Show More

Glennon Capital

APN Outdoor (APO) looks to have continued long-term growth. Outdoor advertising spend continues to increase, with a ten-year annual growth rate of 6.7%, against just 2% for ad spend overall. Australian outdoor advertising is 5.6% of ad spend, behind the global average of 7.5%. Last year saw a particularly strong... Show More