Pie Funds: I'm always on the hunt for companies that operate with tailwinds

Pie Funds: I'm always on the hunt for companies that operate with tailwinds. The great thing about the aging population tailwind is that it's not a trend that will waiver. It's real, it's happening and it's about as predictable as we can get. One business exposed to this tailwind is Ingenia Communities (ASX:INA). Ingenia is a leading owner, operator and developer of a diversified portfolio of housing communities for seniors. The group has 58 sites in Australia... these figures are expected to grow substantially during the next 5 years. The company is run by Simon Owen, who for my money, is a very dynamic individual with a proven track record and a desire to capture a large part of the market. More recently Ingenia has been increasing its exposure to Managed Housing Estates (MHE). The MHE model is quite different, notably less capital intensive. Read more (page 45) (VIEW LINK)

3 topics

The Livewire Equities feed brings you a range of insights that relate to Australian equities


No areas of expertise

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.