Roland joined Milford in May 2016 as an Investment Analyst. His role at Milford is to research, meet and analyse a range of companies to identify potential opportunities. Prior to Milford, Roland worked as a junior Portfolio Manager at a boutique funds management company based in Sydney.
Roland graduated from Victoria University of Wellington in 2014 with a Bachelor of Commerce, double majoring in Finance and Marketing and is a CFA Charterholder.
Co-Portfolio Manager of the Milford Dynamic Small Companies Fund, Roland Houghton, features on this episode of Basis Points by Equity Mates. He talks through understanding how to find winners in the smaller part of the market, and covers:
Milford’s investment philosophy and criteria
How the process starts with idea generation
Then what the Milford team are looking for […]
Tuas is a small but fast growing Australian-based telecommunications provider. In 2016 they were awarded a license allowing them to become the fourth official mobile network operator in Singapore. They now have over 1m subscribers and have launched into the home broadband market. From no revenue to almost A$200m today, Tuas is an impressive founder-led […]
In this week’s Monday Market Highlights, Investment Analyst Roland Houghton discusses PCE data out of the US, along with housing data and the first Presidential debate. Closer to home, he covers May Australian inflation data, which showed annual inflation grew 4% year-on-year ahead of the expected 3.8%. He also looks into job vacancy data and, […]
In this week’s Monday Market Highlights, Investment Analyst Roland Houghton discusses inflation data out of the US. It’s the third month in a row that inflation has topped economists’ anticipation, and the 10-year government bond rate increased as inflation fears and less rate cuts were priced in. Roland also covers PPI data, Europe’s ECB rates, […]
In this week’s Monday Market Highlights Investment Analyst Roland Houghton looks into the FOMC minutes release, which reinforced the view that rates were at peak but caution remains. He also discusses weak retail sales in New Zealand, and Australia’s wage price index release which came in roughly in line with expectations. In equity news, Roland […]
Image: Boss Energy
Boss Energy (BOE) is a prospective uranium miner in South Australia. We first acquired BOE shares at $2.48 a share and it has performed exceptionally well, rising approximately 119% since our initial investment.
To understand what makes Boss special – other than its fantastic name and a great asset– is to appreciate what’s happening […]
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