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NAOS Asset Management

NAOS believe ‘it is impossible to produce a superior return unless you do something different to the majority’, we find quality companies at attractive values and apply a patient, high conviction and often a contrarian investment approach to unique market sectors (Industrial focus). This investment style provides a clear competitive advantage to outperform and deliver value in the form of capital growth and income generation for our shareholders over the long term. NAOS have created an investment approach we not only believe in for our investors, but one we back ourselves, to the extent that The NAOS Investment Team are ONLY invested in the NAOS funds, creating the highest level of alignment with our shareholders.

See what The CEO's thought of the Trump Tax Cuts, Construction and the Domestic Economy this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC

"China is very much like the '60s and '70s in America, when it had a can-do attitude and there was a lot of money going into investments and they led the world in many industries" Kerr Neilson, CEO, Platinum Asset Management Show More

See what The CEO's thought of Energy, Electric Vehicles and Retail this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC

“The world health organisation reports ‘in 2012 around 7 million people died, one in eight of total global deaths, as a result of air pollution exposure'. I wanted you to hear it directly from me: Dyson has begun work on a battery electric vehicle, due to be launched by 2020”... Show More

See what The CEO's thought of Crypto-Currency, the Global Economy and Housing this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC

“Crypto-currency won't end well. It's a fraud. It’s worse than tulip bulbs. If a JPMorgan trader began trading in bitcoin, I'd fire them in a second. For two reasons: It's against our rules, and they're stupid. And both are dangerous" Jamie Dimon, CEO, JP Morgan Show More

Here's what we learned from leading CEOs this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC

"I'm a brand guy and Australia is an awesome brand. One of the biggest opportunities for innovation and brand-building in the future is food. And living in Australia, you are leading this opportunity more than anybody else. You're sitting on a gold mine” Hamdi Ulukaya, Global CEO, Chobani Yoghurt Show More

Here's what we learned from leading CEOs this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC

As part of the NAOS investment process, we pay particular attention to the comments made by company CEO’s and business leaders in order to gain a greater understanding of the current investment environment and key trends that may be emerging. Below are quotes from the week which in our view... Show More

CEO Insights from Steven Lowy, Peter Coleman & Francisco Irazusta

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC

“The retail industry is changing rapidly, due to technological and social changes. With an elevated level of store closures, largely amongst underperforming brands that have lost relevance with the consumer" Steven Lowy, Co-CEO, Westfield Corporation Show More

CEO Insights from Ian Narev, John Borghetti and Nick Scali

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC

“It’s in their [The Telco’s] interest to just flick people to the low speed plans as the lower access charge makes a higher margin for them” Nicholas Demos, CEO, MyRepublic. Below are quotes from the week which in our view detail some of the most important and prominent industry trends... Show More

Here's what we learned from leading CEOs this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC

“The smaller players saw NBN as an opportunity because they didn’t have the ability to build the infrastructure. But when the commercial model was announced they realised that the commercial model didn’t work for them and the usage-based charging is contrary to the market dynamics we see in mobile and... Show More

5 things to look for in a CEO this Reporting Season

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC

One of the most fundamental factors that is consistent across the majority of company success stories in the NAOS investment universe is, arguably, a high-quality leader. Simply put, no matter how good a company may appear on paper, if we are not comfortable with the CEO, we will not invest.... Show More

Join the conversation

Here's what we learned from leading CEOs this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC

As part of the NAOS investment process, we pay particular attention to the comments made by company CEO’s and business leaders in order to gain a greater understanding of the current investment environment and key trends that may be emerging. Below are quotes from the week which in our view... Show More

Here's what we learned from leading CEOs this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC

As part of the NAOS investment process, we pay particular attention to the comments made by company CEO’s and business leaders in order to gain a greater understanding of the current investment environment and key trends that may be emerging. Below are quotes from the week which in our view... Show More

Join the conversation

Here's what we learned from leading CEOs this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC

“I used to say Australia was geographically challenged, now I think it is geographically privileged because it is only one sector away from the biggest population in the world which is transforming so much. We are about to see on steroids what we saw in the early '80s with the... Show More

The Power of Valuations

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC

Investors often talk about the potential for companies to grow earnings and the effect this has on a company’s value over the long term. We would argue that factors which may contribute to a price earnings (P/E) multiple re-rating can be even more powerful as a valuation tool. The following... Show More

The Characteristics of a True Active Fund Manager

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC

There has been much debate of late about the benefits and shortfalls of active vs. passive portfolio management. This article will not highlight the benefits of either argument, but instead highlight what investors should look for in a truly active managed fund. One key point is that many fund managers... Show More