GARY (Growth At Reasonable Yield) > April 2017 Update
GARY identifies companies that are able to deliver growth and yield at a reasonable cost. GARY offers a middle ground when uncertain markets flip flop between growth and yield. Predominantly small cap oriented GARY underperformed over the past month as large caps on stretched multiples continued to outperform.
GARY best 10 ideas > CWP, AFG, VTG, KMD, SCO, PRG, WPP, ING, FXL and CNI.
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Over 30 years’ experience in the finance/tech industry. Mathan has worked extensively in all parts of the finance sector (i.e. County NatWest, Citi, LIM, Southern Cross, Bell Potter, Baillieu Holst and Blue Ocean Equities). Currently Founder and CEO at Deep Data Analytics (www.deepdataanalytics.com.au) which is an integrated data analytics driven investment strategy service provider.
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