Listed Managed Investment Reports

Listed Investment Company Publication - March 2015
Thursday, June 18, 2015
Our latest quarterly publication on the LICs - Our coverage of this space continues to grow given the newly listed LICs coming on to the ASX
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Future Generation Investment Company Limited (ASX: FGX) - Charitable Objective - No Management/ Performance Fees
Monday, April 27, 2015
The company seeks to invest in a portfolio of between 10 and 20 Australian fund managers. No more than 20% of the portfolio is able to be invested in a single fund manager.
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CBG Capital Limited (ASX: CBC) - Long Only Focus - Fundamental Bottom Up Approach to Stock Selection
Tuesday, April 21, 2015
CBC offers investors the opportunity to invest in a professionally managed portfolio of domestic equities. While the Manager has the ability to invest in international equities, the Manager has no intention to invest outside the domestic market.
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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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