My guest today is Sebastian Evans Chief Investment Officer/ Managing Director at NAOS Asset Management. We spoke about the NAOS investing philosophy and:

• Sebastian’s wariness about leveraged companies
• The NAOS LICs that target opportunities in small-mid cap sectors
• The Investment Universe Funnel for identifying opportunities
• Constructive engagement with the companies they invest in
• Opportunities for accessing Private Equity via their Private Opportunities Fund

NAOS are proudly sponsoring ASA’s Virtual Investment Forum – grow your portfolio with ETFs & LICs, 23rd & 25th November. More at https://australianshareholders.com.au/

Link to NAOS Asset Management

https://www.naos.com.au/

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.

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