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3 ASX shares rated as buys by fundie


3 ASX shares rated as buys by fundie
Tristan Harrison | December 15, 2020 5:15pm |
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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. ....

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3 little-known small cap ASX shares rated as buys by fundie


3 little-known small cap ASX shares rated as buys by fundie
Tristan Harrison | December 12, 2020 8:15am |
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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-con ....

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