March 9, 2020

WIC Company Update – February 2020

Category: General News

Concerns over an escalating coronavirus hit share prices in February, with the market falling 8.1% over the month. The Westoz portfolio declined 10.1% (before fees and taxes) in February, taking gross year to date returns to 4.9%. In this month’s video, Phil Rees and Dermot Woods talk about market volatility, corporate news and confidence in […]

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March 9, 2020

OZG Company Update – February 2020

Category: General News

Coronavirus concerns hit share prices in February with the market falling 8.1% over the month.  The Ozgrowth portfolio declined by the same amount in February, taking gross year to date returns to 6.7%. In this short video, Phil Rees talks to the market volatility, portfolio positioning and experience in navigating these market conditions in the […]

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February 21, 2020

OZG FY20 Half Year Update

Category: General News

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 […]

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February 21, 2020

WIC FY20 Half Year Update

Category: General News

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 […]

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December 6, 2019

OZG Company Update – November 2019

Category: General News

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) […]

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December 6, 2019

WIC Company Update – November 2019

Category: General News

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 […]

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November 7, 2019

OZG Company Update – October 2019

Category: General News

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 […]

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November 7, 2019

WIC Company Update – October 2019

Category: General News

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) […]

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October 16, 2019

Opportunities in WA

Category: General News

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.

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October 7, 2019

OZG Company Update – September 2019

Category: General News

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 […]

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