#72

Ranked

5
Followers
PerformanceCommunity EngagementCommunity Endorsement
-0.5% pa
Since August 2021
29.5%
3 months
59.3%
6 months
73.4%
12 months
Equity Analyst. Most of my experience has been in Microcaps. Now covering full spectrum of the ASX. Largely industrials. I come from a value manager so this is my bread and butter. I also look for growth but valuation needs to be reasonable, I won't chase a stock even if I really like it. Must have a MOAT. Lastly I like to have a couple "speccies" just to keep things interesting.
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