Listed Managed Investment Reports

Lowell Resources Fund (Expected ASX Code: LRT) - High Risk-Return Investment - Concentrated Portfolio - Junior Resource Companies
Sunday, March 11, 2018
The small investment team has diverse and directly relevant experience in the resources sector, with both members being qualified geologists and significant experience in resources financing and investment. Tempering this positive, however, we do note that there is significant key man risk and apart from duties with the Fund the team members are also engaged in other non-related activities.
Download Report
L1 Long Short Fund Limited (expected ASX code: LSF) - Exposure to An Actively Managed Long/Short Portfolio - Track Record with Similar Strategy
Sunday, March 11, 2018
We have assigned L1 Long Short Fund Limited (expected ASX code: LSF) a Recommended Plus rating. The company is newly established and as such has no performance history, however, the Manager is responsible for the management of the L1 Capital Long Short Fund which uses the same investment process and strategy that will be used for the LSF portfolio.
Download Report
LIC Sector Review - Including Latest News and Research Updates
Sunday, February 11, 2018
Our LIC Research Update is based on our own data collection of the sector together with research reviews of certain LICs
Download Report
Ceasing Coverage of NAOS Small Cap Opportunities Company Limited
Sunday, January 21, 2018
This follows our suspended rating on Contango MicroCap (as it was then known) - NAOS Asset Management has decided it does not wish to proceed with a review so our rating for NSC is withdrawn and we are ceasing coverage.
Download Report
Plato Income Maximiser Limited (ASX: PL8) - Initiating Coverage - Provides Income Yield and Total Return Above Benchmark
Sunday, January 21, 2018
PL8 is specifically designed and investment managed for zero tax-rate investors given the strategic emphasis on capitalising on franking credit market ‘inefficiencies’ as well as the strategy’s high portfolio turnover (150-200% p.a.). IIR ascribes Plato Income Maximiser Limited a “RECOMMENDED PLUS” rating.
Download Report