NAOS Quarterly Investment Report Q2 FY24

Market Insight

In this quarter’s letter we address the question “why are the smallest companies in the market underperforming so significantly and when will this change?” It’s the question that many investors are asking me but also the question myself and my fellow team members seem to ask ourselves on a daily basis.

In this latest Investment Report we provide in-depth commentary on several core investments that had notable events during Q2, as well as a deep dive into BSA Limited (ASX: BSA) and an outlook for Q3 FY24.

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