US consumers pocketing their pay

We recently spent some time travelling through the US meeting with companies and like-minded fund managers to expand our universe of ideas. We believe that during our investment process there is no substitute to meeting with companies face to face in order to further our due diligence beyond the financial statements. On top of what we learn about the individual companies we also get a feel of how the economy is tracking, much better than what we would get in reading the press. In our view the US economy continues to be sluggish and there are signs that the industrial sector is not having the bounce many were expecting. Read full article here (VIEW LINK)

NAOS Asset Management 

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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.

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