Equities
Robert Miller

A recent podcast with Robert Millner, Chairman of Washington H Soul Pattison & Company Ltd (ASX:SOL) provided valuable insights into the mindset of a long-term investment conglomerate. What started as a chemist on Pitt St in the 1870s has turned into what some would argue is the closest thing Australia... Show More

Robert Miller

A year ago we wrote an article about ‘5 CEOs Who Tick All the Boxes’ based on the ASX listed CEOs who we thought showed similarities to Tom Murphy. For those unfamiliar, Tom Murphy was the once in a lifetime CEO of US media conglomerate Capital Cities who started out... Show More

Robert Miller

During our recent trip to Omaha, we met with three Berkshire CEOs and a Berkshire board member. These meetings provided great insight into how Berkshire Hathaway has become one of the most successful companies in the world. Whilst listening to Warren Buffett and Charlie Munger for six hours on the... Show More

Robert Miller

The quality of management is a major factor in assessing any investment opportunity. We adopt the rule that no matter how good a company may appear on paper, if we are not comfortable with the CEO, we will not invest. Show More

Robert Miller

Investors with a predisposition to high conviction value investing often need value to be combined with an element of growth. Let’s call it ‘growth-value’. Our approach is not to look for ‘cigar butts’ but we do seek turnaround or under-researched ideas where the profits and growth are likely to continue. Show More

Thanks for your feedback Michael, NAOS invest in industrial businesses so we tend to focus on CEO's in this space.

On 5 ASX CEOs Who Tick all the Boxes -

Thanks Harry. Yes ethics is certainly something to consider when assessing the quality of management. Internally we look at this through points 2 and 5, alignment with shareholders and non-financial motivation.

On 5 CEOs Who Tick all the Boxes -