2 little-known small cap ASX shares rated as buys by fundie
Tristan Harrison | January 13, 2021 12:16pm |
More on: Image source: Getty Images
There are some ASX small cap shares worth buying and owning according to fund manager Naos Asset Management.
What is Naos Asset Management’s investment approach?
Naos is led by chief investment officer (CIO) Sebastian Evans.
NAOS Small Cap Opportunities Company Ltd (ASX: NSC) is one of the listed investment companies (LIC) operated by Naos.
That particular LIC looks at businesses with market capitalisations between $100 million and $1 billion.
The fund manager has a number of investment focuses. It looks for businesses that are good value with long term growth potential. With its portfolio, Naos believes it’s better to have a quality portfolio rather than numerous holdings. That’s why it only holds around 10 positions in each fund, with each ASX share representing a high-conviction position.
3 ASX shares to buy that fund managers love
Tristan Harrison | January 12, 2021 12:23pm |
More on: Image source: Getty Images
There are some ASX shares that fund managers love the look of. They may be able to generate good returns in 2021 for investors.
In this article is an auto parts business, an IT telecommunications provider and a business involved in digital payments.
Here they those ideas:
Bapcor is an auto parts business. It’s an ASX share that fund manager Wilson Asset Management likes.
Almost a month ago the company gave a trading update which said that in FY21, to the end of November, revenue was up 26% and net profit after tax (NPAT) benefited from operating leverage from lower expenses in areas such as travel and other areas of discretionary expenditure as well as lower interest rates and the contribution from Truckline, which wasn’t included in the prior corresponding period.
3 ASX shares rated as buys by fundie
Tristan Harrison | December 15, 2020 5:15pm |
More on:
What is Naos Asset Management’s investment approach?
Naos is led by chief investment officer (CIO) Sebastian Evans.
NAOS Ex-50 Opportunities Company Ltd (ASX: NAC) is one of the listed investment companies (LIC) operated by Naos.
That particular LIC generally looks at businesses with market capitalisations between $250 million and $6 billion. That’s what Naos deems to be a ‘mid-cap’.
The fund manager has a number of investment focuses. It looks for businesses that are good value with long term growth potential. With its portfolio, Naos believes it’s better to have a quality portfolio rather than numerous holdings. That’s why it only holds around 10 positions in each fund, with each ASX share representing a high-conviction position.
3 little-known small cap ASX shares rated as buys by fundie
Tristan Harrison | December 12, 2020 8:15am |
More on: Image source: Getty Images
There are some ASX small cap shares worth buying and owning according to fund manager Naos Asset Management.
What is Naos Asset Management’s investment approach?
Naos is led by chief investment officer (CIO) Sebastian Evans.
NAOS Small Cap Opportunities Company Ltd (ASX: NSC) is one of the listed investment companies (LIC) operated by Naos.
That particular LIC looks at businesses with market capitalisations between $100 million and $1 billion.
The fund manager has a number of investment focuses. It looks for businesses that are good value with long term growth potential. With its portfolio, Naos believes it’s better to have a quality portfolio rather than numerous holdings. That’s why it only holds around 10 positions in each fund, with each ASX share representing a high-conviction position.