Simon Shields is the Portfolio Manager and co-founder of Monash Investors. We spoke about his approach to investing, an overview of the recent reporting season, the difference between focussing on absolute and relative returns and the early warning triggers they use to reduce exposure to...

Martin Filz is the CEO and managing director of Pureprofile Ltd, a data and insights organization that provides online research and digital advertising services for agencies, marketers, researchers, and publishers in Australia, Europe, and the United States. We spoke about how data helps...

My guest today is Sebastian Evans Chief Investment Officer/ Managing Director at NAOS Asset Management. We spoke about the NAOS investing philosophy and some of the businesses they invest in including: Big RiverGentrackMaxipartsMove Logistics Here's a link to the NAOS Investor Roadshow...