Below are some of the key investment decisions that our portfolio managers have made and the reasons for them.


Newsletter: October 2019

Markets built on the strong 17% gains recorded in the first six months of the year to see the S&P ASX/200 Index rise a modest 1% for the quarter.

Port infrastructure investment opportunity

Baker Young is supporting the farmers of Eyre Peninsular to raise the capital to build a grain port on Eyre Peninsular. This $10m-18m capital raising is ope

We purchased shares in K-Tig Limited (KTG)

Purchased shares in K-Tig Limited, a small Emerging Company capitalized at just $50million. K-TIG is a transformative, industry-disrupting Welding Technolo

Sold our holding in Boral Limited (BLD)

After falling below $4 a share following the disappointing result the stock has recovered almost as sharply rallying over 20% in three weeks. With the stock

Bought a shares in Amcor PLC (AMC)

Over the past few months, trade-sensitive sectors and global earners such as Amcor have lagged but we feel the 15% pullback from their July highs is a great