Equities
Leyland Private Asset Management

Altium Limited (ALU) is engaged in the development and sale of computer software for the design of electronic products. The business provides electronic design software, or circuit board design. Software is used to design printed circuit boards (PCBs), the green plastic boards that control everything from computers, calculators, phones and... Show More

Equities
Leyland Private Asset Management

Boral Limited is a multinational company dealing in building and construction materials. Founded in Australia, it also has extensive operations in the United States and Asia. The company has over 12,000 employees working across over 600 operating sites. Boral was demerged from the ‘old’ Boral Limited in February 2000. The... Show More

Equities
Leyland Private Asset Management

The Commonwealth Serum Laboratories was established in Australia in 1916 to service the health needs of Australia during world War I. Since then CSL has provided Australians with rapid access to 20th century medical advances including insulin and penicillin, and vaccines against influenza, polio and other infectious diseases. CSL Limited... Show More

Leyland Private Asset Management

Established in 1998, Webjet Limited is the foremost online travel agency (OTA) in Australia and New Zealand, leading the way in online travel tools and technology. Webjet says its focus has always been to offer the greatest convenience and choice by enabling customers to compare, combine and book the best... Show More

Leyland Private Asset Management

Janus Henderson Group (JHG) is a global asset manager listed on the ASX and NYSE. In 2017 London based Henderson Group (which was created after its spin-off from AMP in 2004) merged with US based Janus Capital to form Janus Henderson. The company provides investment management services across retail and... Show More

Leyland Private Asset Management

Caltex Australia Limited is the leading provider of transport fuels in Australia, providing about 20% of the total fuel market. In addition to being a vertically integrated supplier of fuel, Caltex operates Australia’s largest convenience retail network of fuel and convenience sites trading under the Star Mart brand; with more... Show More

Leyland Private Asset Management

Boral Limited is a multinational company dealing in building and construction materials. Founded in Australia, it also has extensive operations in the United States and Asia. Boral has a diverse area of operations within the building industry, including asphalt, road line marking, concrete, plasterboard, timber, windows, quarry, landfill, transport, roof... Show More

Leyland Private Asset Management

Established in 1998, Webjet is the leading online travel agency (OTA) in Australia and New Zealand, leading the way in online travel tools and technology. Webjet says its focus has always been to offer the greatest convenience and choice by enabling customers to compare, combine and book the best domestic... Show More

Leyland Private Asset Management

Whilst we don’t see a return of Santos to a share price above $10 anytime soon, a level seen only a few years ago, we believe long term investors should be thinking of accumulating troubled situations such as this for a turnaround. Show More

Leyland Private Asset Management

Caltex is the leading provider of transport fuels in Australia, providing about 20% of the total fuel market. In addition to being a vertically integrated supplier of fuel, Caltex operates Australia's largest convenience retail network of fuel and convenience sites trading under the Star Mart brand; with more than 620... Show More

Leyland Private Asset Management

We are true long-term investors. We often identify our best investment opportunities in businesses that are out of favour. Typically these genuine opportunities are found within industries that are going through severe cyclical change. It is here that share prices will often be at their most volatile. Prime Media has... Show More

Leyland Private Asset Management

We last covered Challenger in April 2016. It’s a company we have liked for some time and currently hold in a number of client portfolios. We’ve been buyers of the stock since mid-2013 when it was selling for around $4 per share. The company is now trading above $13.00 so... Show More

Leyland Private Asset Management

Silver Chef Limited (SIV) is an Australian based business involved in leasing, lending and renting, focused on the hospitality sector. On November 17th 2016 Silver Chef announced to the market that it had been the victim of a fraud event. The share price initially dropped 18% on the back of... Show More

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