How this market animal hunts stocks

October 14, 2020 06:15

Livewire Markets

For David Allingham of Eley Griffiths Group (EGG), investing isn’t about achieving some delicate balance of value or growth stocks. It’s all about finding amazing businesses early, and then going hard.

“We’re genuinely market animals. We love getting stocks right; nothing makes us happier than getting a stock call right for our investors. We beat ourselves up when stock calls go against us.”

This philosophy has helped the Eley Griffiths Emerging Companies Fund achieve 20%+ returns per annum since inception, and vaulted Allingham as Livewire’s top small-cap stock picker last year. EGG bought nearly 5% of Afterpay at $2 and Xero at $14 after its research process identified their tremendous global opportunity.

But Allingham and his team aren’t sentimental holders. These stocks have had their run, and now EGG is stalking their next big opportunity. Learn about how the team picks winners, and two companies they like right now.

For more information: Visit the website or send an email to john@eg-group.com.au

Access Australia's most compelling companies

Eley Griffiths Group is a specialist at focusing on small and emerging companies in Australia. Their investment process and team have delivered consistent outperformance through all market conditions for 15 years. Use the 'contact' button below to request further information.

........

Livewire gives readers access to information and educational content provided by financial services professionals and companies ("Livewire Contributors"). Livewire does not operate under an Australian financial services licence and relies on the exemption available under section 911A(2)(eb) of the Corporations Act 2001 (Cth) in respect of any advice given. Any advice on this site is general in nature and does not take into consideration your objectives, financial situation or needs. Before making a decision please consider these and any relevant Product Disclosure Statement. Livewire has commercial relationships with some Livewire Contributors.