Each member of our team brings a unique blend of expertise, passion, and perspective to our investment strategies. Get to know the people who make us a leader in stock picking and independent, in-depth research.
“When I was in my 20s my father introduced me to a small copper and gold developer based in Mexico named Bolnisi Gold. It then traded between 7 and 10 cents for a long time and then it exploded. We ended up converting $70,000 into over $1.5 million when Bolnisi got taken over for over $3 a share.
People hadn’t heard of Bolnisi in its early stages, which underlines why Under the Radar exists: there is a lack of information in small caps.
I have been an analyst for about 20 years ago and very early on became attracted to small listed companies, or small caps, because people simply don’t know about them.
I looked at beverage companies and most analysts could tell you the volumes and operating margins of all the major wine companies, which were then trading on big earnings multiples. But if it had existed back then, they wouldn’t have known about the organic baby formula producer Bellamy’s until it hit them in the face.
In order to find the next Bolnisi or for that matter Bellamy’s, our team looks for stocks using a process, which involves screening, talking to management, and knowing which types of companies have that kind of potential.
Over the past few years, we have had some big successes with subscribers with stocks which have increased by multiples in very short time frames. I’m talking about biotechs such as Afterpay, Sirtex Medical, Pilbara Minerals, Capilano Honey, and even a shipbuilder like Austal.”
Richard is an experienced equities analyst, stockbroker, and financial editor, having worked for over 30 years in finance.
Caroline has a BA in Literature, an MA in history and a Graduate Certificate in Finance. Her focus is on helpin Australian investors to grow their investment portfolio into a true asset they can rely on. She founded Under the Radar with Richard in 2011.
She worked for the Securities Institute of Australia, the Sydney Symphony and National Gallery in London.
Her focus is on helping investors to grow their wealth through by following Under the Radar Report’s investing paths.
” We know it’s real people with real money following our advice and take care and pride in our stock picking and analysis.”
Caroline is also a stock market investor. If you are new to investing, find out first hand how Caroline started investing and built up a share portfolio from scratch. She told her story from on the podcast Shares For Beginners.
Peter specialises in small caps and especially mining. He studied as a mining engineer and then worked for mining companies big and small around the world, before switching to finance. He’s also an active investor.
Peter has extensive analytical experience across global resources and energy, including utilities, plus a very wide range of industrial sectors. Although resources is a specialisation, his wide-ranging knowledge outside resources results in flexibility in multiple disciplines.
He has analysed at all levels, from individual projects within organisations to listed equities and commodities. He has worked in industry, both as a mining engineer and consultant, in analyst roles in stockbroking and independent research and in portfolio manager/analyst roles in funds management.
With Under the Radar Report, Peter actively utilises different valuation methodologies and techniques. These include fundamental approaches and advanced technical analysis, in industrial and resources, for both big caps and of course Small Caps!
Our enigmatic Small Cap Portfolio Manager has invested in smaller individual stocks for four decades. In his extensive career he has held roles with fund managers in the UK and US, which include Fidelity Investments, and at Australian equities organisations including Morningstar. He is a senior executive and was the CEO of an ASX listed company.
Sectors where he has had particularly successful outcomes for himself, for funds he advises, and for UTRR subscribers, include TMT, Telecoms, Media, and Technology. He has identified, recommended, and bought for himself and for funds stocks in all three sectors which have returned many times the original investment.
In Australian telecoms, multiple winners include TPG & Tuas (TUA) that are still listed, as well as many other companies taken over in ongoing consolidation. In media, UTRR subscribers got the benefit of our great BUY recommendation for Seven West Media (SWM) at below 10c in the middle of Covid, which traded less than a year later at over 60c, as well as the takeover of Prime Media (PRT) by SWM. In technology, developments are often beyond his scientific comprehension, but he sometimes knows the right questions to ask.
For UTRR, he covers many retail companies, including online, industrials, financials, and runs towards special situations, where many other investors can’t run away fast enough!
First tipped at $0.42 now $10.09!
First tipped at $0.83 now $17.58!
First tipped at $0.83 now $14.05!
First tipped at $0.72 now $674.3!
First tipped at $2.51 now $126.21!
First tipped at $8.15 now $86.39!
First tipped at $0.32 now $801.6!
First tipped at $0.58 now $5.12!
First tipped at $0.99 now $7.47!
First tipped at $1.31 now $8.92!
These stocks have surpassed their price targets, and our analysts expect continued bullish performance.
