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Concise Asset Management - Equities Funds Management

Concise is an independently owned, client focused, Australian Equities mid cap, boutique funds management business committed to providing consistent and sustainable returns for its investors.

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Concise Asset Management - Equities Funds Management | conciseam.com.au Reviews
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Concise Asset Management - Equities Funds Management | conciseam.com.au Reviews

https://conciseam.com.au

Concise is an independently owned, client focused, Australian Equities mid cap, boutique funds management business committed to providing consistent and sustainable returns for its investors.

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1

February 2015 - Concise Asset Management

http://conciseam.com.au/our-fund/monthly-report/february-2015

61 (03) 9642 8968. 61 (03) 9642 8968. Net Performance (After Fees). Concise Mid Cap Fund Return (%). Mid Cap Masters Index (%). In the US, data released by University of Michigan showed consumer sentiment was below January’s expansion but well above levels 12 months earlier and remained at the highest levels in eight years. Jobs data was also strong with more than a quarter of a million jobs added in January. Attribution Analysis for the month ended February 2015. Bendigo and Adelaide Bank. Adelaide Brig...

2

Independent Ratings - Concise Asset Management

http://conciseam.com.au/our-fund/independent-ratings

61 (03) 9642 8968. 61 (03) 9642 8968. View independent ratings of our fund by the three most respected financial rating agencies:. Please contact info@concise.com.au. To receive a copy of the report. Please contact info@concise.com.au. To receive a copy of the report. Terms & Conditions. Concise Asset Management Limited ABN: 62 126 975 282, AFSL: 320 497. Brewed by Black Moon Alchemy.

3

Investment Philosophy - Concise Asset Management

http://conciseam.com.au/our-fund/investment-philosophy

61 (03) 9642 8968. 61 (03) 9642 8968. The Concise investment philosophy is based on the premise that the underlying worth of a company is determined by the fundamentals that drive a company’s future earnings profile. Concise believes that markets can be inefficient in the short term and share prices may not reflect a company’s fair value. Concise Asset Management looks for:. An ability to reinvest for higher returns. Dividends to be an important part of total return. Terms & Conditions.

4

About Us - Concise Asset Management

http://conciseam.com.au/about-us

61 (03) 9642 8968. 61 (03) 9642 8968. Concise Asset Management (Concise) was founded in 2007 by David Parr, Andrew King and David Grace who between them have more than 60 years experience in the Financial Services industry. For more information, please contact us here. Terms & Conditions. Concise Asset Management Limited ABN: 62 126 975 282, AFSL: 320 497. Brewed by Black Moon Alchemy.

5

January 2015 - Concise Asset Management

http://conciseam.com.au/our-fund/monthly-report/january-2015

61 (03) 9642 8968. 61 (03) 9642 8968. Net Performance (After Fees). Concise Mid Cap Fund Return (%). Mid Cap Masters Index (%). Attribution Analysis for the month ended January 2015. Resmed (RMD) reported a strong second quarter result which exceeded market expectations. All regions grew at a double digit rate during the second quarter. Product launches, continued market penetration and growth in high margin disposable products categories underpin our positive investment thesis. February will see the maj...

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Concise Asset Management - Equities Funds Management

61 (03) 9642 8968. 61 (03) 9642 8968. Australian Equities funds management. Important News for unitholders. Termination of Concise Mid Cap Fund ARSN 130 041 119. The termination process will commence on 1 December 2017. Pending termination of the Fund on 1 December 2017, the Fund’s assets and liabilities will continue to be actively managed by the Concise management team with a view to realising all of the Fund’s non-cash assets on or as soon as practicable after termination. Date: 5 December 2017.

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