GARY (Growth At Reasonable Yield) > April 2017 Update

Mathan Somasundaram

GARY identifies companies that are able to deliver growth and yield at a reasonable cost. GARY offers a middle ground when uncertain markets flip flop between growth and yield. Predominantly small cap oriented GARY underperformed over the past month as large caps on stretched multiples continued to outperform.

GARY best 10 ideas > CWP, AFG, VTG, KMD, SCO, PRG, WPP, ING, FXL and CNI.


About this contributor

Mathan Somasundaram

Mathan Somasundaram

Market Portfolio Strategist, Blue Ocean Equities

2017 - Now > Blue Ocean (AUS) > Market Portfolio Strategist 2012 - 2017> Baillieu Holst (AUS) > Head of Strategy, Quant and Data Analytics 2009 - 2012 > Bell Potter / Southern Cross (AUS) > Head of Quant and Data Analytics 2007 - 2009 > LIM...

Expertise

No areas of expertise

Comments

Please sign in to comment on this wire.