CTN releases August NTA showing 20 LARGEST STOCK POSITIONS including Slater and Gordon [SGH], Villa World [VLW], GBST Holdings [GBT] Cedar Woods Properties...
Contango Asset Management
CTN releases August NTA showing 20 LARGEST STOCK POSITIONS including Slater and Gordon [SGH], Villa World [VLW], GBST Holdings [GBT] Cedar Woods Properties [CWP] and Iproperty Group [IPP]. Stocks coming INTO THE TOP 20 in August were Austal [ASB] PMP Limited [PMP], Sundance Energy [SEA] and Sino Gas & Energy [SEH] which was up 19% in August on top of a 29% lift in July. The top 20 positions are shown in August NTA found at (VIEW LINK) NOTE: CTN EX-DIV TOMORROW: On 18 August CTN declared a 4.6cps dividend. This trades Ex-Div on Wed 3rd Sept. Full dividend information can be found here (VIEW LINK)
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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.
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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