Since joining Ord Minnett in 2005, Nick has established a successful advisory business, providing investment advice to a range of clients, including individuals, families, superannuation funds, and family foundations. His clients typically have long-term investment horizons and a preference for direct ownership in high-quality global businesses.
Nick’s investment focus is primarily on global companies. This is because the Australian stock market is not only small, representing less than 2% of the world’s total, but also lacks industry diversity. More importantly, most of the world’s highest-quality companies are based outside of Australia.
He tailors new investment portfolios and refines existing ones, focusing on direct investments in businesses which align with his clients’ long-term approach. These businesses typically demonstrate strong returns on capital, are led by honest and capable management with an ownership mindset, offer reinvestment opportunities or benefit from long-term structural trends, and have a proven track record of sound capital allocation.
Nick’s advice is drawn from a research-intensive process involving mandatory financial disclosure statements, earning calls, company investor days, investment bank conferences, transcripts, and Ord Minnett research resources. These efforts are supplemented by secondary research from global research houses and independent research providers.
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