Wilsons' analyst Matt Haupt says they are on the hunt for companies with a catalyst for re rating in 2014

Livewire Exclusive

Livewire Markets

Wilsons' analyst Matt Haupt says they are on the hunt for companies with a catalyst for re rating in 2014. After a year of stellar growth Haupt is expecting 2014 to deliver between 5 and 10 per cent returns (including dividends). When it comes to specific stocks Wilsons' are maintaining a focus on quality. One of they key attributes the team needs in a stock is the ability for the price to re rate. FKP Property is a company the fund manager has recently added to the portfolio that has catalysts for a re rating. FKP is in the process of divesting over $700 million in property assets that have been deemed non core to their strategy. As these assets divest the Company will be able to remove its debt allowing management to look at special dividends or capital returns to shareholders. Exclusive here &list=TLxlgduBWRHcO2AVA8n99HS8HECM0P1xRj


1 topic

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

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.