naos asset management

The use of 'EBITDA' started out as a simple idea to better communicate the value in high-growth businesses. But over the years, it’s morphed into something else...

As part of the NAOS investment process, we pay particular attention to the comments made by company CEOs and business leaders in order to gain a greater understanding...

ASX listed companies report their earnings to the market at least twice a year, typically in August (full year results) and February (half year results). 2020 was a...

Unless you’ve been living under a rock, you’re probably aware the performance of value stocks outstripped growth at the end of last year, for the first time since...

Who hasn't daydreamed about nailing that one great IPO? More to the point, who hasn't felt their heart grow gangrenous about missing out on Afterpay when it listed at...

2020 turned out to be a record year for IPOs despite widespread shutdowns. Over US$331 billion was raised globally, reflecting a 42% increase in volume from 2019. In...

2020 delivered immense uncertainty for economies and capital markets however unprecedented levels of fiscal stimulus coupled with record low-interest rates continue...

China is a key economic partner for Australia, being our largest trading partner for both imports and exports. Whilst our commodity exports to China make up the...