
Stock Story: Autosports Group (ASG)
One of the enduring features of small cap investing is the prevalence of founder-led, family-linked or employee-owned businesses within our investment universe. One of the

One of the enduring features of small cap investing is the prevalence of founder-led, family-linked or employee-owned businesses within our investment universe. One of the

Arthur J Gallagher (AJG) is a US-listed insurance and risk management broker, providing property and casualty insurance, employee benefits and consulting services to businesses. It

Channel Infrastructure (CHI) owns and operates the Marsden Point fuel import terminal, where refined fuel is imported by ship from Asia and transported via a

Founded in New Zealand in 2006, but now listed in Australia, Xero has arguably been one of New Zealand’s most successful businesses, and may well

Genesis Minerals is an emerging mid-tier Australian gold producer focused on consolidating and developing high-quality gold assets in Western Australia. The company has consolidated regionally

Haleon: A Defensive Consumer Health Leader
UK multi-national company Haleon is a global leader in the growing consumer health market, with a portfolio of trusted brands
CNP – an attractive US utility in a high growth jurisdiction
When we make investments in infrastructure companies at Milford, we adhere to the school of

Ryman Healthcare has been in the news again after just completing a second large capital raise ($1bn), the second in as many years (post the

CNP – an attractive US utility in a high growth jurisdiction
When we make investments in infrastructure companies at Milford, we adhere to the school of

The Australian aged care sector is sometimes described as sleepy and slow-moving, yet it plays a vital role in the nation’s healthcare system. Heavily regulated

Within many garden and tool sheds across New Zealand and Australia, you’ll find the eye-catching green of Ryobi. Or within professional tradespersons’ yards and trucks,

APi Group is a global, market-leading industrial services provider headquartered in the US, and focused on non-discretionary, statutorily-mandated inspection, testing and maintenance work. It is

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