Business
fundie // Motley Fool Australia
Ask A Fund Manager
The Motley Fool chats with fund managers so that you can get an insight into how the professionals think. In this edition, Cyan Investment Management director and portfolio manager, Dean Fergie, reveals two Aussie businesses that are winning big contracts, and some ASX-listed foreign companies to avoid.
The Motley Fool: What’s your fund’s philosophy?
DF: Our philosophy is to find smaller, less well-known stocks that are commercially proven but not well-recognised and likely to go through a sustained growth phase for the next 3 to 5 years or more.
We tend to avoid really speculative businesses and businesses that are mature, and look for the next ones that are up-and-coming.
MF: So is it fair to say that…
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