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This week we analyse the aftermath of what some would consider the most surprising election result in Australia’s history. And by “surprising”, for us at least, we mean a welcome relief.
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Robert Swift, manager of the Global High Conviction strategy, highlights the almost farcical nature of some of the hottest IPOs in the world recently and presents a stock that he finds much more palatable.
If 50 is the new 40, then is negative the new positive? We ask this in the light of 2 recent Initial Public Offerings (IPOs) where neither company has made a profit, is not about to make a profit, and is quite possibly never going to make a profit. We are of course referring to Lyft and Uber – the ride companies with other bits added. Kevin Smith, of Delft Partners and portfolio manager of the TAMIM Asia Small Companies fund, highlights one of the stocks in the Asia Small Companies portfolio. Showa Denko K.K. (SDK) is one of the largest chemical groups in Japan with history that dates back to 1908, the group also manufactures and markets electronic and aluminium products.
Ron Shamgar, Head of Australian Equities and Portfolio Manager of the Small Cap Income and All Cap portfolios, examines one of his favourite holdings. A stock which he believes has strong tailwinds and is likely to be in an even better position following the election. This week we take a look at company held in both the TAMIM Small Cap Income and the All Cap portfolios. We believe this stock offers a substantial growth opportunity and should benefit from the proposed increase in health sector funding if a Labor government gets elected later this month.
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