Rounding out 2021 in style The Flagship Investments Limited’s (FSI) portfolio closes out Calendar Year 2021 as it began- performing strongly, topping tables and delivering positive returns for shareholders. It achieves this through a disciplined investment process that produces a high conviction portfolio of quality-growth oriented companies. The manager, EC Pohl & Co commenced 2021 […]
Dr Manny Pohl AM, Managing Director of Flagship Investments Limited (ASX: FSI) and CIO and founder of ECP is interviewed by the senior analyst at Pulse Markets about the current market and FSI. Conversation points Introduction to Flagship and ECP Why has Flagship been one of the top-performing Funds in Australia? @ 2:30s Why do […]
The financial year has drawn to a close, and it is remarkable to consider the current position against the outlook from 12 months ago. Thinking back to July 2020 we had witnessed an unprecedented market decline and hopeful recovery against the backdrop of a worldwide pandemic. The future prospects of the economy, at home and […]
Shareholders of Flagship Investments Limited (ASX: FSI) would be aware of Flagship’s long-term performance record. LIC Specialist Bell Potter released their 2020 report into LICs noting the Share Price performance of LICs within their research universe. Their tables identify that Flagship Investments outperformed all peer Large and Medium cap focussed LICs overtime periods 1 year, […]
The 2020 calendar year is coming to a close and it will be impossible to write about the year without mentioning COVID-19 and the impact that it has had across the globe. Internationally the virus continues to spread and cause concern for health authorities while in Australia the measures taken appear to have controlled infection. […]
During the month we read with interest the NTA Report* which is produced by Bell Potter’s LIC/ LIT researcher Hayden Nicholson. Flagship Investments Limited (Flagship) is identified as a strong performer as per Table 1 noting LICs that invest in Large and Medium Australian companies, with Flagship’s comparative NTA and Share Price performance well above […]
As stage one restrictions are lifted in Australia and we feel there is light at the end of the tunnel it is interesting to observe the reactions and actions taken by the investment community over the last 3 months. Trend data suggested that retail investors had become substantially more active across the securities market. This […]
News about the coronavirus (COVID-19) has been as prevalent as the virus itself, the overwhelm of information (and in some cases misinformation) has had an impact throughout the country and particularly in financial markets across the globe. At Flagship Investments Limited (FSI) we are not qualified to assess the humanitarian impact of the virus, nor […]
Before we begin to wind down for the year, I thought I would take the opportunity to provide some thoughts on the politics at play in the world, the continued development of our business, the performance of our portfolio, its attribution and insights into two of our recent investments. Looking back, a new world order […]
