2 thoughts on “Update No. 316 – as at COB 31/10/18”
Josh says:
Hi Tony,
How much time, if any do you spend researching international companies? As it is possible for the fund to invest internationally, would you say it is likely that an international company be added to the fund in the near future?
Not a lot Josh. Our mandate allows international investment, but that is really to ensure as our FUM grows we aren’t impeded by an Australian only mandate. We come across foreign listed stocks in researching our own and occasionally via other means. We arelikely to look internationally only if there is a dearth of good opportunities in Australia, which there isn’t at present – Tony
Hi Tony,
How much time, if any do you spend researching international companies? As it is possible for the fund to invest internationally, would you say it is likely that an international company be added to the fund in the near future?
Josh
Not a lot Josh. Our mandate allows international investment, but that is really to ensure as our FUM grows we aren’t impeded by an Australian only mandate. We come across foreign listed stocks in researching our own and occasionally via other means. We arelikely to look internationally only if there is a dearth of good opportunities in Australia, which there isn’t at present – Tony