Listed Managed Investment Reports

Global Masters Fund Limited (ASX: GFL) - Investment in Berkshire Hathaway - Pre-tax NTA rising 24.4%
Tuesday, April 21, 2015
GFL provides investors with access to Berkshire Hathaway Inc, an investment company listed on the New York Stock Exchange. Class A shares in Berkshire Hathaway are currently trading at over USD$217,000 per share, making them highly unaccessible to a retail investor.
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Argo Investments Limited (ASX: ARG) - Long Term Focus - Dividend & Capital Growth
Monday, April 20, 2015
ARG is an older-style LIC, listing on the ASX in 1948. ARG has a conservative approach to investing, with a long term investment horizon, and a focus on providing investors with capital and dividend growth.
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Australian United Investment Company Limited (ASX: AUI) - Buy & Hold Investment Style - Long Terms Focus
Monday, April 20, 2015
AUI invests only in stocks listed on the ASX, with a heavy focus on large cap stocks, with 90% of the portfolio (ex cash) allocated to stocks within the S&P/ASX 50. There are no restrictions regarding the minimum or maximum investment in any individual stock or sector and as such the company may take high conviction positions in securities.
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Barrack St Investments Limited (ASX: BST) - Mid to Small Cap - Concentrated Portfolio Approach
Monday, April 20, 2015
BST seeks to identify high-quality companies that are able to grow sales and earnings at rates above GDP. BST uses a three-stage process to find attractive investment opportunities.
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Contango MicroCap Ltd (ASX: CTN) - Small/ Micro Cap Stocks - Focus on Performance above Benchmark
Monday, April 20, 2015
CTN uses a combination of top down and bottom up fundamental analysis to identify attractive investment opportunities in the small/micro cap universe. The manager focuses on stocks that have a market cap of between $10M and $350M at the time of acquisition
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