Listed Managed Investment Reports
Argo Investments Limited (ASX: ARG) - Long Term Focus - Dividend & Capital Growth
Monday, April 20, 2015ARG 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, 2015AUI 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, 2015BST 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, 2015CTN 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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Djerriwarrah Investments Limited (ASX: DJW) - S&P/ASX 50 - Access to Fully Franked Dividends & Capital Growth
Monday, April 20, 2015DJW invests in a concentrated portfolio of stocks, predominantly from within the S&P/ASX 50 index. As mentioned, the company utilises options to generate increased income for the portfolio. Given the company writes call options, the portfolio may experience high levels of
turnover if the options are exercised.
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