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Andrew Stanley

Andrew has been with Ralton since its inception in 2006 and leads the investment management of Ralton’s managed accounts. He brings over 25 years of funds management and investment banking experience having held senior positions with major investment banks in Melbourne, Hong Kong, Tokyo and New York. In Andrew’s last international role as Executive Director of UBS’s Financial Structuring Group in Hong Kong, he developed a range of complex structured finance solutions for clients across the bank's investment banking, fixed income and equities divisions to address issues faced by corporate clients. Andrew started his career at Arthur Andersen where he qualified as a Chartered Accountant, before which he tutored macro-economics at Monash University while completing his law degree. Andrew has a Master of Applied Finance, a Bachelor of Laws and a Bachelor of Economics.

Vicinity Centres board embarks on share buy-back

Andrew Stanley
Andrew Stanley Ralton Asset Management Limited

Shares in retail real estate investment trust (REIT), Vicinity Centres (ASX:VCX), rallied in July, supported by an upward revaluation of its property portfolio and the announcement of a share buy-back. Show More

Nufarm sows seeds for future growth

Andrew Stanley
Andrew Stanley Ralton Asset Management Limited

Recent dry weather conditions in the United States have weighed on global agricultural stocks, providing us with an opportunity to add a small position in agricultural specialist Nufarm Ltd (ASX:NUF) as the share price weakened. Show More

Bond yield decline drives Macquarie Atlas Roads shares

Andrew Stanley
Andrew Stanley Ralton Asset Management Limited

Shares in toll road asset manager, Macquarie Atlas Roads (ASX:MQA), performed strongly during May. Show More

Fisher & Paykel Healthcare delivers solid profit growth

Andrew Stanley
Andrew Stanley Ralton Asset Management Limited

Designer and manufacturer of respiratory equipment, Fisher & Paykel Healthcare (ASX:FPH) posted a strong profit result for the FY17 financial year, including a near 20% growth in profit to shareholders, which was well received by investors. These profit figures were somewhat dampened by unusually high legal costs, as Fisher &... Show More

Boral cements Headwaters deal

Andrew Stanley
Andrew Stanley Ralton Asset Management Limited

Boral shares (ASX:BLD) rose again last month as investors continue to focus on the fundamentals of the US-based Headwaters acquisition. Show More

Caltex adds value, continues Foodary roll-out

Andrew Stanley
Andrew Stanley Ralton Asset Management Limited

Caltex (ASX:CTX) shares added value in May as investors began to revisit this name. Show More

AI delivers Computershare efficiencies

Andrew Stanley
Andrew Stanley Ralton Asset Management Limited

Shares in IT company, Computershare Limited (CPU, +4.8%), rose during the month following a positive investor briefing. Highlights of the briefing were the continued progress in CPU’s mortgage service businesses in both the US and UK, in addition to the potential for task automation. Show More

Costa increases profit guidance

Andrew Stanley
Andrew Stanley Ralton Asset Management Limited

Shares in horticultural company, Costa Group (ASX:CGC), rallied after the company announced both an increase in profit guidance for the current year and a $65m expansion of its mushroom farm at Minarto in South Australia. Show More

Aristocrat upgrades profit growth

Andrew Stanley
Andrew Stanley Ralton Asset Management Limited

Shares of gaming company, Aristocrat Leisure (ASX:ALL), rallied after management upgraded profit growth for the coming year to between 20-30% at the AGM in late February. Show More

Japara takes care of Australia's ageing population

Andrew Stanley
Andrew Stanley Ralton Asset Management Limited

Aged-care operator, Japara Healthcare (ASX:JHC), provides exposure to the strong thematic of Australia's ageing population and its need for high acuity care that many Australians will require. Unlike retirement village living, aged care is not a discretionary decision for many. Show More

Caltex well capitalised to acquire, invest

Andrew Stanley
Andrew Stanley Ralton Asset Management Limited

Caltex has undergone considerable structural change in recent years, with the business shifting from being a capital-intensive refiner, toward a more capital-light operation, focused on fuel retail and marketing, together with a significant operation in fuel distribution. Show More

AGL benefits as power prices rise

Andrew Stanley
Andrew Stanley Ralton Asset Management Limited

A rise in electricity prices has been the main driver of AGL's share price with the 'forward curve' for electricity prices rising 30% or more in recent months for most Australian states. This has been driven by expectations of a tight market for electricity as Hazelwood power station is closed. Show More

Investment foresight lifts CSL profit

Andrew Stanley
Andrew Stanley Ralton Asset Management Limited

Blood plasma producer, CSL (ASX:CSL), upgraded its profit forecasts in January and it is now targeting 18-20% profit growth in constant currency for FY17. Show More

New Origin CEO plans asset IPO

Andrew Stanley
Andrew Stanley Ralton Asset Management Limited

Energy company, Origin Energy (ASX:ORG), added value in January, with the stock up 73% from its level a year ago. We see several drivers for the recent outperformance, including: Show More

Ainsworth invests in business for future growth

Andrew Stanley
Andrew Stanley Ralton Asset Management Limited

Gaming machine manufacturer, Ainsworth Game Technology (ASX:AGI), has recently welcomed European domiciled, Novomatics, to its share register after acquiring founding shareholder, Len Ainsworth’s, 53% equity holding. AGI is aiming to deliver material synergies including cost savings, access to an extensive software library and sales into Europe. Together with a likely... Show More

7% cash-covered yield: DUET Group

Andrew Stanley
Andrew Stanley Ralton Asset Management Limited

Utility assets owner, DUET Group (ASX:DUE), owns a series of long-life infrastructure assets including the Dampier to Bunbury Pipeline (DBP) and gas and electricity networks in south east Australia and last year’s purchase, Energy Developments (ENE), which in turn owns and operates a series of long-life, contracted utility assets. Included... Show More

Real success in US for Orora

Andrew Stanley
Andrew Stanley Ralton Asset Management Limited

Package manufacturing and distribution business, Orora (ASX:ORA), added to Ralton's Australian Shares portfolio during August with shareholders benefiting from a clean set of profit figures and a well-received strategy. Since demerging from Amcor, ORA's management has delivered on promised synergies for the Australian pulp mill and demonstrated an ability to... Show More

Clean set of results for Cleanaway

Andrew Stanley
Andrew Stanley Ralton Asset Management Limited

Sustainable waste management services company, Cleanaway Waste (ASX:CWY), added 32.2% to Ralton’s flagship Australian Shares portfolio during August after rallying strongly on a clean set of profit results, improved capital position and evidence that CWY’s strategy is correct. Three highlights worth calling out are: 1) very strong cost control as... Show More

Aristocrat: 20% upgrade to profit guidance

Andrew Stanley
Andrew Stanley Ralton Asset Management Limited

Following a 20% upgrade to profit guidance for the 2016 financial year, Aristocrat Leisure (ASX:ALL) added significant value to the Ralton Australian Shares portfolio. The profit uplift was driven by a number of factors including market share gains in Australia and North America, continued growth in participation gaming machine installations... Show More

Crate washing, pooling and new acquisition boost Pact Group shares

Andrew Stanley
Andrew Stanley Ralton Asset Management Limited

Shares in Pact Group (ASX:PGH) were boosted by two significant announcements during the June quarter both of which focused on ‘crate washing’, which involves end-to-end management of a customer’s container network. While the ‘pooling’ network is similar to Brambles (CHEP pallets), whereby PGH controls the logistics, maintenance, repair and resupply... Show More

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