NovaPort Narratives

August earnings season reveals: despite the rising cost of living, the Australian consumer is proving resilient thus far...

NovaPort Portfolio Managers, Sinclair Currie and Tim Binsted, delve into the August reporting season. They discuss the latest trends, surprises, and market insights, with a particular focus on the resilience of the Australian consumer.

March Takeover Surge in the Australian Market: A Closer Look

Hear from Sinclair Currie and Tim Binsted from NovaPort Capital, as they discuss recent M&A activity in the Australian market. 

Finding Value in Reporting Season

Hear from Alex Milton and Sinclair Currie, Co-Portfolio Managers at NovaPort Capital, as they discuss outcomes from February’s reporting season and where investors can find value in the small cap end of the market. 

Macro is still in the driver’s seat this reporting season, NovaPort explains why this won’t last

Hear from Sinclair Currie, Principal and Co-Portfolio Manager at NovaPort Capital, as he shares his insights on how smaller companies fared over the past few weeks as they reported their earnings to the market.
While at first glance the numbers were better than expected, what was conspicuously absent was forward looking guidance. Sinclair will share his insights on the themes that were uncovered, how various sectors performed, and the standout stocks – good and bad. He will also discuss how investors can navigate an inflationary environment by following the fundamentals.