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2 sizzling stocks in an ASX sector that keeps defying the odds – Livewire, 10 July 2025
Auscap’s Will Mumford reveals 2 growth stocks he’s backing in a sector where “discretionary” items are starting to become essential.
Auscap Newsletter June 2025
The Fund returned 4.6% net of fees during May 2025. This compares with the All Ordinaries Accumulation Index return of 4.2%.
Auscap Newsletter May 2025
The Fund returned 4.2% net of fees during April 2025. This compares with the All Ordinaries Accumulation Index return of 3.6%. During April, the Fund’s exposures to the consumer discretionary, real estate, communication services, health care and financials sectors were the biggest contributors to performance. Over the month, Nick Scali, Eagers Automotive, Resmed and CAR Group were the largest positive contributors to performance
Still holding cash? How the pros deploy and how you can too – Livewire, 8 May 2025
Cash remains one of your best weapons whether you’re chasing growth or income. Here’s how the pros think about it.
Volatility creates opportunity to buy great companies at attractive prices
Money is made by buying great companies at attractive prices. Such opportunities only come along during periods of heightened volatility.
Auscap Newsletter April 2025
Auscap’s views discussed below are based on factual information available to us at the date of publication of this newsletter.
5 undervalued ASX stocks that could rise as AUD weakens
Drawing on analysis by UBS, we’ve identified the Aussie stocks that can weather a weak dollar and are primed for a bounce.
Auscap Newsletter March 2025
The Fund returned negative 4.1% net of fees during February 2025. This compares with the All Ordinaries Accumulation Index return of negative 4.0%.
Auscap Newsletter February 2025
The Fund returned 5.2% net of fees during January 2025. This compares with the All Ordinaries Accumulation Index return of 4.4%
Auscap Newsletter January 2025
Auscap’s views discussed below are based on factual information available to us at the date of publication of this newsletter.
Auscap Newsletter December 2024
The Fund returned 3.8% net of fees during November 2024. This compares with the All Ordinaries Accumulation Index return of 3.7%
This ASX retailer could turn a £2 buy into a big earnings generator – LiveWire, 5 November 2024
Nick Scali's latest move could turn out to be a highly profitable one.
