Earnings certainty is worth the price

Sam Ferraro

Global Founders Funds Management

For risk averse stock investors, I continue to prefer listed infrastructure stocks that offer earnings certainty and positive surprises to dividends, despite stretched valuations. Other stocks that rank strongly based on Evidente’s systematic model of earnings certainty include: Amcor, Auckland International Airport, Ramsay Healthcare, Brambles, Coca-Cola Amatil and ASX.


Sam Ferraro
Senior Portfolio Manager
Global Founders Funds Management

Managing Director of Global Founders Funds Management, Sam has over 20 years experience in financial markets, with Merrill Lynch, JBWere and Goldman Sachs.

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