US & Global Markets: The Unexpected Rotation of 2013 vs 2014: When looking at key market themes that outperformed in 2013 we have seen some unexpected...
NAOS Asset Management
NAOS
US & Global Markets: The Unexpected Rotation of 2013 vs 2014: When looking at key market themes that outperformed in 2013 we have seen some unexpected rotations. While we remain of the view that these events may create short term opportunities, we believe the low cash rate environment will underpin equity markets over the medium term. Our focus remains on industries and companies with high barriers to entry and a sustainable earnings growth profile as we believe these will outperform over a full market cycle. Further detail regarding the comparisons in key market themes we have undertaken is included in the report attached. (VIEW LINK)
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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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NAOS Asset Management
NAOS
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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