Listed Managed Investment Reports

WAM Capital Limited (WAM) - Invests in Diversified Portfolio of Growth Companies - www.wamfunds.com.au
Thursday, January 3, 2013
WAM’s portfolio focuses on small-to-mid cap stocks with the majority of investments being in companies outside the S&P/ASX 100. The manager tends to hold small positions in stocks. Given the company focuses on industrial stocks
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Whitefield Ltd (WHF) - Manager in Large Cap Stocks - www.whitefield.com.au
Thursday, January 3, 2013
The manager primarily invests in large cap stocks with 80% of the portfolio invested in top 50 stocks at 31 December 2012. The portfolio is heavily weighted to the Financials sector with 48% of the portfolio allocated to this sector, therefore investors should be bullish on the sector.
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Westoz Investment Company (WIC) - Small/Micro Cap investment Manager - www.westozfunds.com.au
Thursday, January 3, 2013
The company has a medium-to long-term investment outlook with investment selection based on the premise that financial markets and individual securities can, and do, deviate from fair value. The manager uses research provided by Euroz Securities (the stockbroking arm of Euroz Limited) as a primary screen to identify suitable investment opportunities.
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Contango MicroCap Ltd (CTN) - www.contangomicrocap.com.au Highly Recommended -
Saturday, October 6, 2012
CTN provides the market with a listed investment company focusing on small/micro cap stocks. The fund is managed by Contango Asset Management Ltd (CAML), who currently have around $700M of funds under management across their suite of investment funds
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Milton Corporation Ltd (MLT) - Recommended Rating - www.milton.com.au
Monday, August 6, 2012
MLT is a listed investment company that was listed decades ago. MLT is a long-term investor in its portfolio of companies, trusts, fixed-interest securities, real property and, on occasion, other investment companies
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