Ben Clark

Ben
Clark

Portfolio Manager
TMS Capital

Ben Clark commenced his role as Portfolio Manager with TMS in 2005 and has over 15 years’ experience in the industry. Ben is responsible for the research, construction and ongoing management of client portfolios, tailoring them to reflect client’s personal circumstances. Ben currently manages in excess of $350m of clients’ directly held investments. Previously Ben worked with a Swiss investment bank as a gold bullion and FX interbank market and proprietary trader. Ben presents regularly for the Australian Stock Exchange and helps prepare course material for those entering the industry with the relevant training bodies. He regularly appears as a guest on CNBC and fortnightly on Sky Business “Your Money Your Call”. Ben holds a Bachelor of Commerce through Sydney University with majors in finance & economics.

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iCar is beginning to pick up speed

Ben Clark

In the spirit of discussing early stage technology investments, a listed company I thought worth considering is iCar Asia (ICQ). ICQ is an ASX-listed, Kuala Lumpur-based business that owns the leading automotive portals in several Asian countries. It is a very similar business model to Carsales but operates in the... Show More

Longform Livewire Live Livewire Live stock ideas ASX:ICQ

Blackmores: With volatility comes opportunity

Ben Clark

After a stellar performance in 2015 shares in Blackmores have been volatile in 2016. We have been somewhat skeptical about the supplements industry, however, we recently met with management and came away feeling like we may have underestimated how big of a growth market China could be over the coming... Show More

blackmores ASX:BKL

TMS Capital reporting season update

Ben Clark

As often happens in reporting season, there were some great results to begin with this year. REA Group has released a bumper result, with revenue growth reverting to the trend of around 20% p.a. This business has one of the highest returns on equity of any business at the top... Show More

reporting season ASX:CBA ASX:CSL ASX:IVC ASX:MQG ASX:REA

Last week we made the decision to exit Sydney Airport after four years on the register – here’s why

Ben Clark

Infrastructure stocks were once seen as the boring, conservative part of the market to invest in, they paid decent yields, you’d hope for some small capital growth on top over the years and these stable assets would have done their job. How things have changed! Over the last five years... Show More

ASX:SYD Longform

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