A homegrown global success story
James Abela, Portfolio Manager of the Fidelity International Future Leaders Fund, explains what he looks for in Australian companies looking to grow offshore. He then provides a specific example of a company he thinks possesses all the traits he is looking for.
Key points
- Successful global companies that start from Australia must offer a unique proposition, credibility, and be sustainable. Ramsay and Seek.com are good examples of this.
- Corporate Travel offers a holistic approach for clients for cost management, approvals management, and visibility over travels patterns. Driven by intelligent software and hardware.
- Peers like Flight Centre and American Express acknowledge its success and unique proposition.
- Management has built the offering up over 15 years incrementally, and has delivered returns.
- James Abela concludes that Corporate Travel has the three ‘pillars of success in small caps’: Viability, sustainability and credibility.
For further insights from Fidelity, please click here
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.
3 stocks mentioned
2 contributors mentioned
Comments
Comments
Sign In or Join Free to comment
most popular
Equities
Volatility creates opportunity to buy great companies at attractive prices
Auscap Asset Management
Equities
This recently triggered market signal has never failed to predict gains
Ophir Asset Management