The principles and methodology followed by Sirius Fund Management when investing
Long Term Investing Principles:
This is a confusing time in stock markets. Should I buy now or sell before the market falls further? Is the market going up or down? How have I lost so much money? I thought I was investing in good stocks. What has gone wrong? (more)
Investment Methodology:
Sirius aims to deliver long-term returns from a concentrated portfolio of a maximum 25 stocks. We are looking to identify pricing anomalies in the market and seek out businesses whose market value is below the value we attribute to that business. Sirius strongly favours businesses that can sustain above average returns on capital employed. The aim of our portfolios is to deliver above average absolute returns. (more)
Sirius Fund Management in the news:
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21 March 2010 |
Questions raised over profit downgrades - Inside Business ABC TV Read the transcript here or watch the video clip by following this link. |
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16 March 2010 |
Disclosure regime is being converted into a one-way street for good news only- The Sydney Morning Herald Read the article.
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1 October 2009 |
Avoid overpriced Myer float, says fund manager - The Australian Read the article here.
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22 September 2009 |
Regulator, Rudd fail Telstra investors - Letter published in The Australian Financial Review Read the letter here.
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8 July 2009 |
Hands on Equity - The Australian Wealth section Read the profile of Sirius in Part 1 and Part 2.
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