Vince Pezzullo

Brambles (ASX:BXB) is a supply-chain logistics company operating primarily through the CHEP and IFCO brands, in over 50 countries. BXB specialises in the pooling of unit-load equipment and engages in the provision of supply chain support services. BXB owns 290 million pallets and 294 million reusable plastic containers, with a... Show More

Vince Pezzullo

VIVA Energy Group (ASX code: VEA) is the second largest operator in the Australian retail fuels market with approximately 26% share across 1,165 sites. VEA has the sole right to use the Shell brand in Australia, and also has a large distribution network including 44 fuel import terminals and depots,... Show More

Vince Pezzullo

Downer EDI Ltd (DOW) provides engineering, construction and asset management services to customers operating in a variety of market sectors including minerals and metals, oil and gas, power, road and rail infrastructure, telecommunications, utilities and facilities management. Show More

Vince Pezzullo

New Hope Coal produces high calorific value thermal coal with relatively low impurities. The majority of its product is exported to Asia and sold to electricity producers. This type of coal is expected to command a premium in the long term because it allows power plants to operate more efficiently... Show More

Vince Pezzullo

The recent and sudden surge in market volatility in early February has highlighted the rising disconnect between the economy and markets. For some time many asset prices have been artificially inflated by trillions of dollars in monetary stimulus and ultra-low rates as central banks have tried to reignite sluggish economies. Show More

Vince Pezzullo

Oil Search (ASX:OSH) is a A$10.5bn (market cap) oil & gas company, incorporated in Papua New Guinea but listed in Australia. We took the view that, at the bottom of the oil price cycle, they represented a high quality, low-risk exposure to the energy sector. Show More

Vince Pezzullo

A recent addition to the portfolio, Australian dairy and foods business, Bega Cheese, was the largest single contributor to performance of the portfolio for the month of June. Over the past 6 months, Bega has seen transformational change in its business through the completion of three major transactions: Show More

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