• Ep#27: Underneath the Radar; six companies underneath or not on your radar

  • 2023/07/27
  • 再生時間: 58 分
  • ポッドキャスト

Ep#27: Underneath the Radar; six companies underneath or not on your radar

  • サマリー

  • In this special edition, Nathan Parkin, Investment Director, Andrew Wilson, Portfolio Manager and Matt Nacard, CEO and Analyst take a detailed look at six companies that are underneath the radar of many investors. Listeners may never have heard of some of these companies, or perhaps the company may have a macro theme seemingly against it or maybe they are out of favour for a company specific reason.

    These six companies – CSR, Nobleoak Life, Qualitas, Cleanaway, ASX Limited and Eureka Group Holdings – all make it through the Ethical Partners investment process and are all currently owned by Ethical Partners. We run through why we like their prospects which should give listeners an insight into how, utilising our investment process, we look at companies. Listeners also get to try their luck in the underneath the radar Quiz…

    The material within this podcast is not a recommendation to buy or sell any of the companies mentioned or any other company. The Podcast is also not designed to provide general or specific advice. For advice about investment decisions you should see your financial advisor.

    Highlights

    2.20       What is an Underneath the Radar company?

    3.00       The Quiz

    4.00       The investment process

    7.32       CSR plus Q&A

    16.20    Nobleoak Life plus Q&A

    25.44    Qualitas plus Q&A

    35.40    Cleanaway plus Q&A

    41.30    ASX Limited plus Q&A

    50.15    Eureka Group plus Q&A

    See omnystudio.com/listener for privacy information.

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あらすじ・解説

In this special edition, Nathan Parkin, Investment Director, Andrew Wilson, Portfolio Manager and Matt Nacard, CEO and Analyst take a detailed look at six companies that are underneath the radar of many investors. Listeners may never have heard of some of these companies, or perhaps the company may have a macro theme seemingly against it or maybe they are out of favour for a company specific reason.

These six companies – CSR, Nobleoak Life, Qualitas, Cleanaway, ASX Limited and Eureka Group Holdings – all make it through the Ethical Partners investment process and are all currently owned by Ethical Partners. We run through why we like their prospects which should give listeners an insight into how, utilising our investment process, we look at companies. Listeners also get to try their luck in the underneath the radar Quiz…

The material within this podcast is not a recommendation to buy or sell any of the companies mentioned or any other company. The Podcast is also not designed to provide general or specific advice. For advice about investment decisions you should see your financial advisor.

Highlights

2.20       What is an Underneath the Radar company?

3.00       The Quiz

4.00       The investment process

7.32       CSR plus Q&A

16.20    Nobleoak Life plus Q&A

25.44    Qualitas plus Q&A

35.40    Cleanaway plus Q&A

41.30    ASX Limited plus Q&A

50.15    Eureka Group plus Q&A

See omnystudio.com/listener for privacy information.

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