We are struggling to find value in the Australian market
We are struggling to find value in the Australian market. Local stock valuations are stretched and overcrowding is likely to continue. Watch Uday Cheruvu talk about why it is hard to find value locally, why there is limited opportunities onshore and the concentrated nature of the Australian market. He closes discussing some of the international opportunities we are investing in. (VIEW LINK)
We aim to build long term wealth together with our co-investors by finding and exploiting investment anomalies around the world, using a focused, patient and considered approach to finding simple investment ideas.