Why the Car You Currently Own Is the Last Car You Will Ever Buy

Chief Investment Officer, KIS Capital Partners

Josh Best

Chief Investment Officer

Boutique absolute return fund manager

KIS Capital Partners

KIS Capital Partners is a boutique absolute return fund manager based in Sydney, Australia with an Asia ex Japan trading focus. We believe that an absolute return fund should be risk and performance focused with strong attention to investment differentiation. Absolute return funds should not be asset gatherers. We invest alongside our clients in liquid and transparent markets with a focus on pragmatic and vigilant risk management.

Equity Bottom-Up

A <a href="http://www.reuters.com/article/us-autos-emissions-germany-idUSKCN1280G7" target="_blank">recent legislatorial update from Germany</a>, proposing to ban the sale of new combustion engine vehicles by 2030, can’t help but remind us of the following video and the consequences it bears for global markets:For a more detailed discussion of EVs, including their inevitable market saturation, refer to the KIS Capital research paper: <a href="https://www.smartkarma.com/insights/why-the-car-you-currently-own-is-the-last-car-you-will-ever-buy" target="_blank" data-smartkarma-citation="insights:5272">Why the Car You Currently Own Is the Last Car You Will Ever Buy</a>. If you subscribe to this vision of the future, the long-term implications for ASX-listed <a href="https://www.smartkarma.com/entities/345" target="_blank" data-smartkarma-citation="entities:345:1">Caltex</a>…

A recent legislatorial update from Germany, proposing to ban the sale of new combustion engine vehicles by 2030, can’t help but remind us of the following video and the consequences it bears for global markets:For a more detailed discussion of EVs, including their inevitable market saturation, refer to the KIS Capital research paper: Why the Car You Currently Own Is the Last Car You Will Ever Buy. If you subscribe to this vision of the future, the long-term implications for ASX-listed Caltex…

CALTEX: First Casualty of the Electric Vehicle

Ampol

CALTEX: First Casualty of the Electric Vehicle