The Insider
Meet the Fund Manager
Robert Miller
Portfolio Manager | NAOS Asset Management
The Insider sessions are a great way to hear directly from leading fund managers. They share their approach to investing, favourite companies and their market view for the year ahead.**
Favourite Stocks
Big River (ASX: BRI) is Australia’s largest supplier of timber framework, operating across the full continuum from procurement of raw materials to sale of finished products to end users.
April 23, 2021
Experience Co (ASX: EXP) is a premium adventure travel company with the vision of becoming the largest and most respected adventure tourism operator in the world.
April 23, 2021
Objective (ASX: OCL) is a leading global enterprise company specialising in building government software and driving stronger and safer digital communities.
April 23, 2021
Insights
Robert points out key areas he is focused on with huge industry tailwinds such as building materials, tourism & travel, ageing population and digital transformation.
April 23, 2021
Robert discusses the increased M&A movement, and what the covid-19 vaccine will mean for consumer spending habits over time and how it could impact the market.
April 23, 2021
The Insiders session with Robert Miller saw him share his approach to investing, favourite companies and his market view for the year ahead.
April 23, 2021
Join the next Meet the Manager Session
The Insider, Meet the Manager sessions are a great way to hear directly from leading funds managers about their:
- 3 favourite stocks
- 2021 market outlook
- Emerging trends and growth sectors
Meet the Fund Manager
Upcoming Session
Meet the Manager
Get access to some of Australia’s leading fund managers who share their 3 favourite stocks, investment approach and insights on the market.
Each session includes:
- 3 favourite stock opportunities
- Market views for the year ahead
- Investment strategy and approaches
This is a live and interactive session, where you get the rare opportunity for Q&A with a fund manager. Spots are limited – book now to access this FREE event.
Book into the next session
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Past Sessions
Stephen Scott K2 Asset Management
Stephen has over 25 years experience as a leading emerging companies / microcap portfolio manager. His roles have included Head of Research, Senior Portfolio Manager, Microcap Industrial Analyst and Senior Analyst.
Shaun Cartwright Viriathus Australia
Shaun is a capital markets and investor relations professional, having developed a broad range of skills that assists companies in achieving their growth objectives while avoiding some of the pitfalls associated with raising capital and listing on a public exchange.
Dean Fergie Cyan Investment Management
This week we were joined by Dean Fergie, head of Cyan Investment Management. In the session, Dean outlined his inclination for investing in newer businesses for a competitive advantage, and why he’s looking at the smaller end of the market to identify excess returns.