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adminofoc, December 2015 - News

One of the advantages of investing in small to mid-cap companies in Australia is that despite the structural and macro issues facing the economy, it is always possible to find sectors and stocks that are performing well.

Our portfolio continues to be underpinned by companies that can grow their earnings largely outside of the economic cycle including Fisher & Paykel Healthcare, Veda Group and Healthscope, as well as companies exposed to the resilient US economy such as Altium, Hansen Technologies, Ardent Leisure and Pacific Current (formerly Treasury Group). There is also a raft of stocks that have structural factors underpinning their earnings growth such as outdoor media companies APN Outdoor, oOh!Media and QMS Media and companies with innovative business models, such as Ozforex Group and iSentia Group.

View the October 2015 performance reports: