Chris Prunty QVG Capital Fund Manager Series

"We are not looking for companies that are simply ‘hanging in there’… outsized shareholder returns are driven by a small number of exceptional companies that exhibit durable growth characteristics.”

Chris Prunty has been a friend of Under the Radar Report for many years, but this interview is special, giving access to what makes Chris's investment mind tick.

Having clarity when investing is an important trait. After all, we need clarity right now!

Listen to the interview by clicking the image.

We're in the rump of reporting season for Small Caps and Chris’s words, alongside our research are valuable aids in deciphering what is an important event for every company. QVG has an Under the Radar focus that is worth taking note of, and not uncommon among Small Cap fund managers.

Chris and his team look for stocks they believes will be selected for the S&P/ASX 300 Index, which means they immediately need to be purchased by many index linked ETFs, aka passive managers. There will be many companies you have heard of and some you might not have.

What I like is Chris’s strategy of owning a relatively small number (for a fund) in order to know them well. His team then trades in and out.

One example of QVG’s core holdings is Hansen Technologies (HSN) which is one of our Best Buys and which we cover in this week’s report.

This is why it’s always good to keep an eye on our Best Buys, which do change from time to time. I’m sure you will enjoy Chris’s comments, because like you, he is a valuable member of Under the Radar’s community, which means that we can all profit from one another’s collective experience.

To read the full report, login here.

ABOUT THE AUTHOR

Richard Hemming

Richard Hemming

Follow Richard on linkedin

Richard is a leading market commentator and expert on ASX Small Caps

www.undertheradarreport.com.au provides investment opportunities in Small Caps that you won’t get anywhere else.

Under the Radar Report is licensed to give general financial advice only (ASFL: 409518). The author does not own shares in any of the stocks mentioned.

Under the Radar Report is licensed to give general financial advice only (ASFL: 409518). The author does not own shares in any of the stocks mentioned.

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