Ben Rundle

Ben Rundle is a Portfolio Manager at NAOS Asset Management Limited. Ben has over 10 years’ experience in financial markets and prior to joining NAOS he held various roles within the Financial Services Industry including roles at Macquarie Bank.


The 5 key themes from Omaha

Ben Rundle

NAOS Asset Management attended the 2018 Berkshire Hathaway Annual Shareholders Meeting on Saturday, May 5 in Omaha, Nebraska. During the 6 hour meeting, Warren Buffett and Charlie Munger answered questions from journalists, analysts and shareholders, of which 40,000 were in attendance. Five of most important themes from the meeting in... Show More

warren buffett berkshire hathaway

Quality of Earnings & Flaws of the P/E Ratio

Ben Rundle

Often when analysts and market commentators talk about valuation of certain businesses, the method used is the price to earnings or P/E ratio. A price earnings ratio is calculated by dividing the current share price by the earnings per share (EPS), For example, a company trading at $1.00 per share... Show More

US consumers pocketing their pay

Ben Rundle

We recently spent some time travelling through the US meeting with companies and like-minded fund managers to expand our universe of ideas. We believe that during our investment process there is no substitute to meeting with companies face to face in order to further our due diligence beyond the financial... Show More

3 key takeaways from the Berkshire Hathaway AGM

Ben Rundle

We attended the 51st annual Berkshire Hathaway AGM in Omaha, Nebraska. In customary fashion, Warren and Charlie answered questions from shareholders for 6 hours on topics ranging from renewable energy to taxes on sugar. Below we highlight three key takeaways from the meeting; Show More

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