NAOS conviction calls - Lindsay Australia
NAOS conviction calls - Lindsay Australia. Unless you live in a bubble, themes playing out in the macroeconomic environment will impact on the performance of companies and their issued capital. One sector that we believe will perform over the medium term, and which we believe has been out of favour for some time, is agriculture. Australians are adopting a healthier lifestyle and fresh food and produce is a major factor that contributes to healthy living. Australia's agriculture industry has also been largely affected by the corporate interest of Asian companies. It is clear to see that from this interest Australian produce is in high demand amongst Asian consumers. The recently China free trade agreement will no doubt drive this interest further over the longer term. Looking then at which companies are poised to perform within this thematic and on an independent basis our attention turns to Lindsay Australia (ASX:LAU). It is one of our conviction calls at NAOS and our latest blog discusses what they do and why we like the company: (VIEW LINK)
A specialist fund manager providing genuine, concentrated exposure to Australian Listed Industrial Companies outside of the ASX-50. NAOS maintain a focus on long term capital protection and delivering sustainable growing fully franked dividends.