ASX:SRF

Daily AGM Note, Wednesday 16 November 2016

Avatar fallback

A first strike at SurfStitch Group and at Pacific Resources, some nuances on remuneration resolutions at PACT Group and Acorn Capital investment Fund plus others as the results come to hand. One example from today's AGMs is PS&C Limited: the proxy voting tally doesn't convey enough information as to whether... Show More

What we’ve been buying in February

Pie Funds

We believe that February's market reaction can be attributed to negative investor sentiment rather than fundamental problems. We view these situations as opportunities and have been buying companies like SurfStitch, iSentia and Vita Group aggressively. We initially participated in the private equity sell-down of iSentia at AU$3.25 back in August... Show More

Surf's Pumping

Pie Funds

A big performer for Pie Funds in 2015 has been Surfstitch (ASX:SRF). With the one year anniversary of the company’s IPO coming up this month, it’s as good a time as any to consider whether the company can continue to be a stand-out performer on the ASX. Show More