Contango MicroCap portfolio overview
Contango Asset Management
As part of the recent Contango Asset Management national Investor Roadshow, Senior Portfolio Manager, Bill Laister, discusses the lithium story, a little-known company that supplies fish oil supplements to baby formula producers, and an early-stage gold developer. Click on the video player below to watch the full presentation.
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Contango uses a combination of top down and bottom up analysis to identify the most attractive investment opportunities in the Australian share market. Contango's Business Cycle approach enables us to shift between growth and value depending on market conditions. We undertake detailed analysis of economic and industry trends to assist us in identifying sector themes, such as the China induced demand for commodities. Our in depth company research enables us to identify those companies that have the strategies, management capabilities and business environment to deliver superior returns.
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Contango Asset Management
Fund Manager
Contango uses a combination of top down and bottom up analysis to identify the most attractive investment opportunities in the Australian share market. Contango's Business Cycle approach enables us to shift between growth and value depending on...
Expertise
No areas of expertise
Contango Asset Management
Fund Manager
Contango uses a combination of top down and bottom up analysis to identify the most attractive investment opportunities in the Australian share market. Contango's Business Cycle approach enables us to shift between growth and value depending on...
Expertise
No areas of expertise
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