Robert Miller

Robert Miller is a Portfolio Manager and has been with NAOS since September 2009. Robert has completed his Bachelor’s Degree in Business from the University of Technology Sydney, as well as completing his Masters of Applied Finance from the FSIA.

Expertise

Meeting The Berkshire Hathaway CEOs

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

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5 CEOs Who Tick all the Boxes

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

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Five Ways to Avoid the ‘Value Trap’

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

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Cash Flow Statements | 3 things to look out for this reporting season

Robert Miller

It is fast approaching the time of the year when annual company reports will be coming in thick and fast. With so much information on hand, one is quickly drawn to the financial reports which include the income, balance sheet and cash flow statements. This reporting season, we encourage you... Show More

capex ASX:NAC ASX:NCC cash flow August 2017 Reporting Season

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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.

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