Before delving into some of the specifics, we believe it is worthwhile recapping where NGI has come from, to better appreciate some of the successes now becoming increasingly observable. It’s been quite a journey for the US-based Navigator Global Investments (NGI). Formerly known as HFA Holdings (HFA), NGI is the... Show More
Listed investment managers, BT Investment Management (ASX:BTT) and Pacific Current Group (ASX:PAC), each provided positive updates to the market during April and moved higher accordingly. Show More
Horticultural company, Costa Group (ASX:CGC), was a stand-out performer during the quarter with the fruit and vegetable grower producing a stellar interim result, which was applauded by the market. Show More
While most smallcap indexes around the world tend to trade at a premium to their associated larger cap index, the Australian market is an exception. Smaller companies have traditionally traded at around a 15% discount to larger companies in Australia, however, this has reversed and they now trade at a... Show More
Australia's premier fruit and vegetable grower, Costa Group (ASX:CGC), announced its acquisition, in conjunction with Macquarie Agricultural Funds Management, of Queensland-based Avocado Ridge orchard and packing operations. Under the agreement, Macquarie will purchase the farms and enter into a 20-year lease with CGC to operate them. The avocado category is... Show More
Surveying consolidator OTOC has recently raised $12m to acquire further businesses in its narrow market sector and looks set to maintain its strong earnings and share price momentum. Show More
National Veterinary Care (ASX:NVL) reported its first annual result since its August 2015 IPO and pleasingly managed to exceed prospectus forecasts. In the first 12 months of its listed life, NVL has acquired 44 vet clinics and expects to settle a further six by the end of October 2016. The... Show More
As the dust settles on yet another eventful reporting season, we believe it is important to take some time to pause and reflect on markets and our portfolio positioning. As a natural and ongoing extension of this process, we examine a range of companies that we believe are well positioned... Show More
Food as an investment theme has received significant publicity over the past two years, and a number of ASX listed food companies have performed extremely well. Despite being a crowded trade, most would agree the industry represents a significant opportunity. The thematic enjoys long-term structural drivers of growth including a)... Show More
AMA is Australia's leading panel repair business with 63 sites nationally. Show More
