Recording date: 14/8/2019 There’s a popular narrative in the market that companies attacking global markets have been a great place to make returns. For example, Nearmap, A2 Milk and Vista Group have delivered an average return of ~50% over the past year, despite some recent weakness. Ritzy multiples are part of the game, which makes for a bumpy ride when expansions plans hit the inevitable hiccups. Freedom Foods and Costa Group have fallen 58% and 26% respectively in 12 months after falling short of expectations. Of course, a short-term blip can also be a great entry point, if you believe the growth story remains intact. Tune in as we ask Rachel Cole from NAOS Asset Management and Josh Clark from QVG Capital if the growth winners will keep delivering and if the laggards can turn things around.
Tune is as we ask Rachel Cole from NAOS Asset Management and Josh Clark from QVG Capital if the winners can keep delivering and if the laggards can turn things around. The companies discussed are A2 Milk, Costa Group, Freedom Foods, Nearmap and Vista Group
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