Stock in Focus

Our quarterly webcast segment outlines the reasons why we are invested in a particular company. This quarter Alex Milton focuses on AUB group, one of Australia and New Zealand’s leading providers of risk management, advice and solutions for small and medium sized enterprises (SME’s).

 

September 2018

AUB Group

NovaPort has held AUB group for a significant period of time through both up and down periods. While we have long been believers in the quality and strength of the core business we believe that the stock is entering a prolonged period of macro-economic tailwinds

 

Read the full report here

Previous quarter Stock in Focus webcasts:

  1. June 2018: Kathmandu - Webcast | PDF
  2. March 2018: Melbourne IT - Webcast | PDF
  3. December 2017: Gage Roads Brewing - Webcast | PDF
  4. June 2017: Data #3 - Webcast |  PDF
  5. March 2017: Skydive the Beach - Webcast |  PDF
  6. December 2016: Regis Healthcare - Webcast | PDF
  7. September 2016: iSelect - Webcast PDF
  8. June 2016: Nanosonics - Webcast PDF
  9. March 2016: SAI Global - Webcast | PDF
  10. September 2015: Independence Group - Webcast | PDF

Click here to access our archive of Stock in Focus webcasts.