Meetings with Management

A key part of our investment process is meeting with the management teams of companies at least once every six months where we hold a significant long or short position in the Aurora Dividend Income Trust and the Property Buy – Write Income Trust. Generally we seek to meet with management teams just after they have released their semi-annual profit results and at other times during the year when we have specific issues or concerns that we feel need to be addressed. The content and tone of these meetings varies widely depending on the nature of the company and how far the results that the management team has delivered deviates from our expectations.

As it is reporting season we have been very busy over the month meeting with management teams from both large (BHP and CSL) to small (Investa Office Fund) companies.  In this piece we are looking to shed some light on the role that these meetings play in the investment process.

Read more here.


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