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See what The CEO's thought of the Domestic Economy, Chinese Manufacturing and Agriculture this week

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

“The Melbourne, Sydney and Brisbane economies are performing very strongly, driven a lot on the back of the infrastructure spend and now the pickup in sentiment. The pipeline of infrastructure projects continues to build” Scott Charlton, CEO, Transurban Show More

See what The CEO's thought of Green Energy, Credit Growth and Urbanisation this week

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

“I don't think there is anything to worry about, even if we do see further falls. I'm not in the business of being able to predict day-by-day or week-by-week movement of industries. But I'm not worried about what we're seeing” Andrew Formica, Co-CEO, Janus Henderson Show More

See what The CEO's thought of Agriculture, Gold and Social Media this week

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

“Few countries grow a significant number of sheep like Australia. With global demand for sheep, meat and wool continuing to strengthen, the market for suitable land is very buoyant, with record prices being achieved for these grazing assets, supported principally by well-capitalised local farming families” Danny Thomas, Director, CBRE Asia... Show More

See what The CEO's thought of Tourism, Telecommunications and Financial Markets this week

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

“Overall, given the strength of CEO expectations on employment, Australia could add more than 400,000 new jobs in 2018. An achievement of this magnitude would make critical inroads into both the rate of unemployment and the naggingly high rate of ­underemployment” Innes Willox, CEO, AI Group Show More

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See what The CEO's thought of Commodities, US Tax Reform and Heavy Industry this week

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

“Tax reform gives us the opportunity to be more competitive globally and to accelerate plans for the U.S. Some guiding themes are clear and consistent with how we've been investing — lower prices for customers, better wages and training for associates and investments in the future of our company, including... Show More

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See what The CEO's thought of Crypto Currencies, US Tax Reform and Residential Housing this week

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

“In terms of crypto currencies generally, I can say, almost with certainty that they will come to a bad ending. When it happens, I don’t know” Warren Buffett, Chairman, Berkshire Hathaway Show More

See what The CEO's thought of the Domestic Economy, Media and Cattle this week

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

“This acquisition Fox & Disney reflects a changing media landscape, increasingly defined by transformative technology and evolving consumer expectations. As we've repeatedly discussed in earnings calls and in other forums, today's empowered consumers want more, more compelling, high-quality entertainment, more access to content, more choice, and more convenience” Robert Iger,... Show More

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See what The CEO's thought of Bitcoin, Gold and Technological Change this week

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

“The current fascination with these currencies feels more like a speculative mania than it has to do with their use as an efficient and convenient form of electronic payment” Phillip Lowe, Governor, RBA Show More

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See what The CEO's thought of Agriculture, Taxation and Advertising this week

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

“From early in the day, we experienced visitor numbers that far exceeded our expectations” Rocco Braeuniger, Country Manager, Amazon Australia Show More

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See what The CEO's thought of Wool Prices, Selling into China and Dairy this week

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

“Anyone in Australia who thinks they can just find a Chinese partner and have instant success in selling their products there is kidding themselves” Mark Allison, CEO, Elders Show More

See what The CEO's thought of the US Economy, Tourism & Travel and Commodities this week

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

“There are 4.8 million Airbnb users in Australia and 122,500 active listings, an increase of 40 per cent over last year” Joe Gebbia, Co-founder, Airbnb Show More

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See what The CEO's thought of Housing, Fitness and the Digital Wallet this week

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

“I don't see any sign of slowdown in the ability to digitize cash. I think the best description an analyst had coming off of our Investor Day was something like, I like Visa because they have a weak competitor called cash” Vasant Prabhu, CFO, Visa Show More

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See what The CEO's thought of Housing, the NBN and Banking this week

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

“There's been a lot of noise about the housing market over the last 12 months, but all the signs are that there will be an orderly slowdown in growth rates. Growth has started to slow in New South Wales and Victoria and we expect that to continue, but we don't... Show More

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See what The CEO's thought of Social Media, Streaming & Fintech this week

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

“YouTube now has over 1.5 billion users. On average, these users spend 60 minutes a day on mobile. But this growth isn't just happening on desktop and mobile. YouTube now gets over 100 million hours of watch time in the living room every day, and that's up 70% in the... Show More

See what The CEO's thought of the Global Economy, Automotive & Retail this week

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

As part of the NAOS investment process, we pay particular attention to the comments made by company CEOs 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

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See what The CEO's thought of Telecommunications, Gas & Gaming this week

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

"Last year we'd get a kilo of butter for around six dollars and now it's easily $9.50. A growing preference for more natural, less processed foods in home cooking has contributed to a growing consumer demand for butter. The consensus holds that this strong world demand for butter and dairy... Show More

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See what The CEO's thought of Wage Inflation, Advertising & the Global Economy this week

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

"Delivery by drone will soon be commonplace" Don Meij, CEO, Domino’s Pizza Enterprises Show More

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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, ASX: NSC

"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

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5 CEOs Who Tick all the Boxes

Robert Miller
Robert Miller NAOS Asset Management

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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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, ASX: NSC

“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

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