Graeme Carson from Cyan Investment Management nearly refused the initial meeting with this microcap, but was inspired to ‘do some digging’ after hearing the scale of the vision the management had. Today he believes the company is on its way to growing its value fivefold.
Carson says the market has overlooked the company’s ambitious growth strategy and is still pricing it on its history as an accounting business. Therein lies the opportunity, and he has strong conviction that the management will execute well to build:
“...a true financial services business, with everything from accounting, to wealth management and even funds management.”
Watch the short interview for the full story.
Cyan is making meaningful investments in some of the most promising (and often overlooked) smaller companies listed on the ASX today. Find out how.
Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.