Tech Down Under | MITCH ‘n’ MATCH to gain more growth exposure
Globalisation and slowing growth has fueled the online transition of the economies to deliver global reach, lower costs and lower prices. Australian companies continue to trade at a substantial discount to US counterparts despite offering unique, sustainable and world leading business models. The MITCH (Media, Information, Telecommunication, Consumer and Health) universe allows us to sieve the Australian market for sectors where the growth outlook is heavily aligned to change in technology and the speed in adapting to this change. MITCH Large Cap Multifactor Top Ten Picks: TPM, JBH, FLT, FXJ, ALL, SGR, CPU, REA, TLS and ANN MITCH Large Cap Growth Top Ten Picks: DMP, CSL, REA, CAR, COH, TPM, RMD, ALL, TLS and JBH MITCH Small Cap Multifactor Top Ten Picks: DNA, ACR, CCV, MYX, AFJ, GEM, SGN, NEC, TGA and SXL MITCH Small Cap Growth Top Ten Picks: NXT, IPP, SRX, TNE, IFM, RKN, FPH, ADH, WEB and ALU (VIEW LINK)
Over 25 years’ experience in the finance/tech industry. Mathan has worked extensively in all parts of the finance sector (i.e. County NatWest, Citi, LIM, Southern Cross, Bell Potter, Baillieu Holst and Blue Ocean Equities). Currently Founder and...