Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

Thematic (Sector/Industry)

Australia

United Kingdom

Japan

Canada

New Zealand

France

Belgium

Poland

Xero Limited offers an online accounting system.  The software features bank transaction importing, a cashbook, a general ledger, invoicing, accounts receivable, accounts payable, financial reporting, and management of expense claims.

Centrepoint Alliance Limited provides a range of financial services in Australia, New Zealand and Hong Kong.  The Company offers insurance premium funding products for the commercial insurance market, credit risk management services, equipment leasing, commercial financing broking, commercial and residential mortgages and short term loans.

Countplus Ltd. offers accounting and other services.  Through subsidiaries, the Company offers accounting, financial planning, lending, legal, tax, corporate advisory, and payroll management services.  Countplus franchises some of its locations.

Avant Corp develops computer applications for business solution. The Company sells accounting, planning, and management software. Diva also provides consulting, training, and maintenance services.

MIROKU JYOHO SERVICE CO., LTD. provides accounting firms and companies with various management assistance services focused on its financial, accounting and tax practice systems.

Begbies Traynor Group plc provides professional services to businesses, professional advisors, and banks in the areas of insolvency, restructuring, and risk management activities in the United Kingdom. The company offers business rescue options, advisory options, forensic accounting and investigations, corporate and commercial finance, and personal insolvency solutions and services to banking, legal, and accounting sectors. It operates in two segments, Insolvency and Restructuring, and Property. The company also provides financial and risk consultancy, network organization, property consultancy, insurance brokerage, employee trust, and facilities management services. In addition, it offers trusted advisory services to banks, independent accountancy practices, law firms, as well as directors and shareholders of independent and quoted businesses. The company serves small businesses, professional advisers, corporations, and financial institutions. Begbies Traynor Group plc was founded in 1989 and is based in Manchester, the United Kingdom.

COG Financial Services Limited operates as an investment holding company. The Company invests in finance and leasing companies. COG Financial Services serves customers in Australia.

CI Financial Corporation is a wealth management firm that offers investment funds.  The Company offers mutual funds, industry-specific funds, RSP-eligible funds, multi-manager funds, segregated funds, and hedge funds.

WRKR LTD provides software solutions. The Company offers platform for employers to take care of compliance obligations such as onboarding and ongoing verification solutions, which saves money, time, and reduces risk. WRKR serves customers in Australia.

SelfWealth Limited provides investment management services. The Company offers online trading, wealth management, financial advisory, and other investment services. SelfWealth serves customers in Australia.

Information Technology

Financials

Industrials

Consumer Discretionary

Value Investing in my Circle of Competence

Hurdle Rate

The name “Hurdle rate” was inspired by none other than Mark Leonard of Constellation Software, and their prolific use of a fixed hurdle (discount) rate for their investments. Had you invested into Constellation Software at the time of their IPO as an Australian Investor you would of seen your investment multiply by >100x or (>35% CAGR), an enviable record (Updated March 2023).

Hurdle Rate
Value Investing in my Circle of Competence
• Hurdle Rate

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