The Ozgrowth portfolio increased 1.9% in June and finished the financial year up 7.0%. The ASX All Ordinaries Accumulation Index rose 2.3% in June and fell 7.2% over the financial year. In this video, Phil Rees comments on the Company’s dividends and dividend reinvestment plan while Jaime Underdown discusses the portfolio performance, stock specific highlights […]
Read More »The Westoz portfolio rose 2.2% in June and finished the financial year at -1.7%. The ASX All Ordinaries Accumulation Index rose 2.3% in June and fell 7.2% over the financial year. In this video, Phil Rees comments on the Company’s dividends and dividend reinvestment plan while Dermot Woods discusses the market, portfolio performance and stock […]
Read More »Market volatility due to COVID-19 escalated in March with the All Ordinaries Accumulation Index falling 21%. The Westoz portfolio also fell heavily however the NTAs have recovered over 21% in the first two weeks of April. In this short video, Phil Rees comments on the market volatility, our consistent investment approach and the recovery in […]
Read More »Volatility escalated in March due to COVID-19 with the market falling 21%. The Ozgrowth portfolio was also caught up in the sell-off however the NTA’s have recovered more than 17% in the first two weeks of April. In this short video, Phil Rees comments on the market volatility, past experiences during crisis times and maintaining […]
Read More »Ozgrowth Limited’s FY20 Half Year Financial Report has been released to the market. Highlights include: Gross portfolio return: +10.8% (vs All Ords Acc Index +3.6%) Net profit after tax: +155% to $4.7m Profit reserve: +17% to $25.9m (7.3 cents per share) Interim dividend: +20% to 0.3 cents per share fully franked. Click to view the […]
Read More »Westoz Investment Company’s FY20 Half Year Financial Report has been released to the market. Highlights include: Gross portfolio return: +15.5% (vs All Ords Acc Index +3.6%) Net profit after tax: +208% to $15.4m Profit reserve: +9% to $47.5m (35.4 cents per share) Interim dividend: 3.0 cents per share fully franked Click to view the half […]
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 »