Ben Clark and Jeremy Hook have been regularly sought for media comment over the past twenty years. Investors may have seen their regular stock market commentary on CNBC and Sky Business (especially the long-running and popular Your Money Your Call program). They have also appeared on ABC TV and radio as well as working with asx.com and livewiremarkets.com providing online content.
16 July 2020
The investment industry is filled with complicated jargon and difficult-to-understand strategies. But at TMS Capital, we have a simple philosophy – share prices tend to rise along with profit per share. We believe that if you can find businesses that can meaningfully and consistently grow earnings per share over time, the share price will follow that trajectory.
Our background is in private client advisory, not funds management, and we believe that brings a unique perspective. The lessons we’ve learned over more than 15 years of advising clients have aided the success of our fund since it was launched five years ago. We have a long-term view, with 13 of the 21 stocks in our portfolio having been held since inception.
In this Fund In Focus, we discuss our unique approach to investing, our current views, and the changes we’ve made to our portfolio recently.
10 July 2020
In this episode Ben Clark and Roger Montgomery scour stocks in the domestic and international markets offering the best growth opportunities at a reasonable price. They include: 1) An Australian […]
7 July 2020
Have Australian investors mistaken their strategy all these years? As markets emerge from the “Corona Crash”, it’s evident that high growth stocks continue to be the best performers. For those […]
3 July 2020
An investor’s best friend… Google. We all use it, we all love it. Google processes approximately 70,000 search queries per second, meaning 5.8 billion searches per day. So we had […]