growth at reasonable yield

Mathan Somasundaram

GARY identifies companies that are able to deliver growth and yield at a reasonable cost. GARY offers a middle ground when uncertain markets flip flop between growth and yield. Predominantly small cap oriented GARY underperformed over the past month as large caps on stretched multiples continued to outperform. Show More

Mathan Somasundaram

GARY - Growth At Reasonable Yield | RBA becomes GARY's new best mate | We maintain a bullish long term view on the Australian equity market from May 2013, while pushing back our timeline to 6500 from 2015 to 2016 after earlier than expected decline in commodities, currency, consumer sentiment... Show More