by Chris Steptoe | Aug 7, 2024 | Blogs
Below is a recent interview with DMX portfolio manager, Steve McCarthyClick here to view...
by Steven McCarthy | Jun 11, 2024 | Blogs
RPM owns a number of automotive businesses that have been acquired (often by debt) since its IPO in 2019. Today RPM has a substantial national footprint with 26 retail locations, 11 distribution centres and revenues of $130m+, selling wheel, tyre, accessories and...
by Chris Steptoe | Jun 1, 2024 | Blogs
In our previous blog, Findi – A Potential Multi-Bagger, we laid out our Findi (FND) investment case. Since then (December 2023), we have taken up our options, and the share price has more than tripled. As a result, our FND position has become a material holding...
by Chris Steptoe | Jan 7, 2024 | Blogs
A recent addition to the DMXAM portfolios is Careteq (ASX:CTQ). Careteq is focused on delivering technology solutions and offerings in the aged care space. It listed on the ASX in 2022 owning two aged-care focussed businesses:-Embedded Health Solutions (EHS) –...
by Chris Steptoe | Dec 4, 2023 | Blogs
While most economies are turning their backs on cash, India is increasing the number of ATMs, and cash usage is on the rise. Cash is deeply embedded in their culture due to unique factors, such as the number of unbanked individuals. Even with the growth of e-commerce,...
by Chris Steptoe | Nov 30, 2023 | Blogs
Below is a recent media article on our wealth management exposure Click here to view article...