Two new additions to our portfolios

Ben Griffiths

Eley Griffiths Group

At the Future Generation Investment Forum last week, I presented two stocks that we’ve recently added to our portfolios; one for the Smaller Companies Fund, and one for the Emerging Companies Fund. First up, from the Emerging Companies Fund, was Mastermyne Group.

Mastermyne is a mining contractor that operates in the underground coal business. After a long and painful downturn, projects are beginning to show some life again in the coal industry. Mastermyne is perfectly placed to benefit from this resurgence, given its strong balance sheet and recent equity raising. Management’s incentives are well aligned with shareholders, with senior management and the board owning about 20% of the company. Given the $1b of work due to be contracted in the coal industry, Mastermyne is well placed to deliver significant growth.

In this video below, I also outline why we’ve recently added Freedom Foods to our Smaller Companies Fund portfolio.


1 topic

Ben Griffiths
Principal and Portfolio Manager
Eley Griffiths Group

Ben Griffiths is the managing director and a senior portfolio manager at Eley Griffiths Group and has over 30 years of financial markets experience. He Co-founded Eley Griffiths Group in 2002 with Brian Eley following a successful career as joint...

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.


Please sign in to comment on this wire.