The Ozgrowth portfolio rose 0.7% (before fees and taxes) in December. For the half year to date, the Ozgrowth portfolio is up 10.8% outperforming the market which has risen 3.6%. In this short video, Phil Rees discusses corporate news and the dividend increase while Jaime Underdown talks to the drivers of portfolio performance, including Macmahon […]
Read More »The Westoz portfolio increased 3.2% (before fees and taxes) in December. For the half year to date, the Westoz portfolio is up 15.5% outperforming the market which has risen 3.6%. In this short video, Phil Rees provides a corporate update and discusses the dividend reinvestment plan while Dermot Woods talks to the portfolio performance (positives […]
Read More »The Ozgrowth portfolio fell 2.4% (before fees and taxes) in November. In this short video, Phil Rees provides a share market update and discusses the Ozgrowth AGM while Jaime Underdown talks to the portfolio performance (weakness due to delays in project funding and second half weightings to earnings advised in recent AGMs). Empired Limited (EPD.ASX) […]
Read More »The Westoz portfolio increased 1.8% (before fees and taxes) in November. In this short video, Phil Rees provides a share market update and discusses the WIC AGM while Dermot Woods talks to the portfolio performance (with positive contributions from Macmahon Holdings (MAH.ASX), Emeco Holdings (EHL.ASX) and NRW Holdings (NWH.ASX)) as well as portfolio activity. Click […]
Read More »The Ozgrowth portfolio ended flat for the month of October (-0.1% before fees and taxes). In this short video, Jaime Underdown comments on market news and Annual Report / AGM details while Dermot Woods discusses the portfolio’s activity over the month along with company specific news from Cedar Woods Properties (CWP.ASX), Macmahon Holdings (MAH.ASX), Australis […]
Read More »The Westoz portfolio fell 1.2% in October (before fees and taxes). In this short video, Dermot Woods and Phil Rees discuss market news, Annual Report / AGM details and the portfolio’s activity over the month. Dermot also highlights performance contributions from Cedar Woods Properties (CWP.ASX) and Macmahon Holdings (MAH.ASX) while Australis Oil and Gas (ATS.ASX) […]
Read More »Dermot Woods is presenting “Opportunities in WA” at the Australian Shareholders’ Association 2019 Listed Investment Company Showcase. WA is on the cusp of another round of major resource infrastructure spend just as the WA economy continues to lift off the bottom. Click below to view the presentation and here to watch the video presentation.
Read More »The Ozgrowth portfolio increased 3.0% in September (before fees and taxes) and 12.8% over the quarter. In this short video, Dermot Woods and Phil Rees discuss the portfolio’s outperformance over the market, dividends, the ASA Listed Investment Company Showcase and the stocks that drove the positive returns (KCN.ASX, ZEN.ASX, CWP.ASX, WSA.ASX). Dermot also comments on […]
Read More »The Westoz portfolio value rose 3.1% over September (before fees and taxes) and 11.2% over the quarter. In this short video, Dermot Woods and Phil Rees discuss the portfolio’s outperformance over the market, dividends, the ASA Listed Investment Company Showcase, as well as the variety of stocks that contributed to the positive returns (WSA.ASX, CWP.ASX, […]
Read More »It has been a positive start to the 2020 financial year with the Pre-tax NTA rising +13%. Investee companies performed strongly through the latest reporting period and the WA economy continues to print encouraging figures. Investment in gold development companies are paying off and WA is on the cusp of another round of major resource infrastructure spend.
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