The Insider – Meet the Fund Manager – Robert Miller

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

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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

Robert Miller NAOS Asset Management

Robert Miller is a portfolio manager at the boutique and award-winning investment firm NAOS Asset Management. NAOS differentiates itself by providing pure exposure to industrials and diversification for investors who are over exposed to the big 4 banks, diversified miners and large retailers that make up the bulk of the ASX top 20. Robert has spent over a decade with the company, with a core focus on Australian listed industrial companies outside the ASX 50. NAOS believes the Listed Invested Companies (LIC) we manage provide pure access to these companies which may be lesser known by the broader investment community.

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.

Meet the Manager

Please join us for the next Meet the Manager session where a prominent fund manager will provide a succinct overview of market themes, trends and insights followed by an interactive Q&A.

To book into one of our upcoming sessions see available sessions in the form.

Each Fund Manager will discuss:

  • 3 favourite stocks they are watching
  • Their outlook on the market
  • Market moves that excite them

This is a live and interactive online session, and participants are encouraged to ask questions. Joining only requires an internet connection. Don’t miss out, spots are limited – This is a FREE event.

Book into the next session

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By clicking submit, I agree to the terms of the Reach Markets Financial Services Guide that includes the Privacy Statement.

Book into the next session

What is a 708 investor?

By clicking submit, I agree to the terms of the Reach Markets Financial Services Guide that includes the Privacy Statement.

Meet the CEOs

Please join us for the next Meet the CEOs session where we give you direct access to companies that have the potential to be the next big thing.

To book into one of our upcoming sessions see available sessions in the form.

Each CEO will cover:

  • Overview of the company
  • Insights into what is happening within their company’s industry
  • Big things their company is doing

This is a live and interactive online session, and participants are encouraged to ask questions. Joining only requires an internet connection. Don’t miss out, spots are limited – This is a FREE event.

** Reach does not assume responsibility for the accuracy or completeness of any information provided, and the views expressed are not reflective of Reach Markets position. Any advice contained within this presentation is general advice and does not consider your personal circumstance, you should consider whether it’s appropriate for you. The information we are giving you is for educational purposes only. “Investing is about understanding your risk” and every time you invest in the share market there is a risk of loss.

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Contact Robert Miller directly