NAOS Asset Management

02/09/2026

NAOS Asset Management announces its 2026 Investor Roadshow - Honey, I Shrunk the Emerging Companies!

We will be visiting major cities across Australia in October & November.

The emerging companies universe is shrinking. Fewer companies are listing, more are being taken private, and passive flows increasingly dominate the investable universe. At the same time, structural tailwinds are creating some compelling long-term opportunities.

Join us to hear how the NAOS investment team is positioning our Listed Investment Companies (LICs) at this pivotal time for the sector, including their market outlook and insights into a selection of current portfolio holdings.

Limited spaces available – register now: www.naos.com.au/events

31/08/2026

Congratulations to APIA Leichhardt FC Over 45s - 2026 Football Canterbury Champions!

NAOS Asset Management is proud to have backed this team as a major sponsor in their championship-winning season. In our first year supporting the squad, they've gone all the way and taken out the Division 1 title in Football Canterbury's competition.

A great reminder that the same qualities that drive success on the pitch (teamwork, discipline, and playing the long game) are values we hold close in how we invest and how we support the communities we're part of.

Congratulations to the players, coaching staff, and everyone at APIA Leichhardt on a fantastic achievement. Well deserved!

The team now heads into the Champions of Champions in September and the Pan-Pacific Masters Games on the Gold Coast in November as defending champions - we wish them every success on both fronts.

27/08/2026

Corporate travel budgets are holding up better than many expected, with a large majority of businesses still planning to maintain or increase spend.

This week’s NAOS CEO Insights also explores perspectives on the rapid shift in the housing market, entrenched value-seeking among supermarket shoppers, a softening insurance cycle and the next phase of AI transformation.

Check out all the insights here: https://hubs.la/Q04vCSk60

Subscribe to our weekly NAOS Insights email for CEO Insights delivered directly to your inbox, along with the team’s picks of their favourite gems from the week: https://hubs.la/Q04vCMS-0

"Importantly, our corporate customer base remains resilient. Around 80% of responders to our state of the market survey, which was run in July and August, expect to increase or maintain their travel budgets."

21/08/2026

Australian thermal coal demand into Asia remains structurally strong - the region’s coal power fleet is still young, with decades of life left.

This week’s NAOS CEO Insights also covers the two-speed housing market, copper strength, retail pressure, healthcare constraints, and AI’s limits versus human creativity: https://hubs.la/Q04tPG4y0

Subscribe to our weekly NAOS Insights email for CEO Insights delivered directly to your inbox, along with the team’s picks of their favourite gems from the week: https://hubs.la/Q04tPzpb0

"When we look at the average age of coal-fired electricity assets in Asia, it is just 15 years compared with an expected retirement age of 40 years, over 99% of Australian thermal coal is destined for Asia…the demand for Australian coal remains strong, but there is no doubt opportunity is being lo...

13/08/2026

Australian industrial property remains one of the tighter markets in the country, with vacancy rates still low and new supply increasingly constrained.

This week’s NAOS CEO Insights unpacks that dynamic, along with perspectives on the neutral housing market, the rapid arrival of Chinese car brands, ongoing consumer pressure, the next phase of the energy transition, and the growing role of AI in enterprise software. A useful read for anyone looking to stay across the trends shaping the current environment.

Check out all the Insights here: https://hubs.la/Q04s_cGF0

Subscribe to our weekly NAOS Insights email for CEO Insights delivered directly to your inbox, along with the team’s favourite gems from the week: https://hubs.la/Q04t0sVQ0

"The Australian industrial vacancy rate remains anchored at a relatively low level below 4%, and supply is becoming increasingly constrained."

07/08/2026

Gold miners are currently enjoying some of the highest margins on record, even after the recent pullback in the gold price.

Darren Millman, CFO of Ramelius Resources, highlights just how strong the current environment remains for producers in this week’s NAOS CEO Insights.

You’ll also find timely perspectives on resilient refining margins, cautious global consumer spending, robust demand for data centre power, and the consolidation underway in the streaming industry: https://hubs.la/Q04sbZNV0

Subscribe to our weekly NAOS Insights email for CEO Insights delivered directly to your inbox, along with the team’s picks of their favourite gems from the week: https://hubs.la/Q04sbZSF0

"Even with the recent change in gold price, it is really a great time to be a gold miner — with the highest margins ever recorded at the company at 68%."

03/08/2026

Just a reminder to join us this morning at 10:30 am (AEST) for the NAOS Asset Management Q4 FY26 Investor Update and Q&A.

We’re pleased to be joined by guest speaker Angelo De Angelis, Managing Director and Chief Executive Officer of Saunders International Ltd (ASX: SND).

We look forward to providing an update on the quarter and answering questions from investors. We hope you can join us.

Register here: https://hubs.la/Q04rKYQJ0

31/07/2026

What’s really changing in the global auto industry right now?

Michael Leiters, CEO of Porsche, shares his perspective on the current shifts in this week’s NAOS CEO Insights.

You’ll also find timely commentary on early signs of an oilfield services upcycle, the rise of AI agents, resilient iron ore demand, shifting consumer spending, and the long-term potential of quantum computing: https://hubs.la/Q04rrsXd0

Subscribe to our weekly NAOS Insights email for CEO Insights delivered directly to your inbox, along with the team’s picks of their favourite gems from the week: https://hubs.la/Q04rrtRj0

"We are by no means experiencing a short-term downturn, but rather a structural shift. Customer expectations are changing. Competition has also become much more dynamic."

23/07/2026

The hospitality industry continues to face a range of significant headwinds, yet premium dining experiences remain a key driver of visitation, tourism and economic activity. David Tsai, CEO of Crown Resorts, shares his perspective in this week’s NAOS CEO Insights.

This week’s insights also look at resilient air travel demand, shifting dynamics in Asian tourism and luxury, challenges in electricity networks and freight, and the rapid rise of AI in content creation and corporate technology: https://hubs.la/Q04qCswN0

Subscribe to our weekly NAOS Insights email for these CEO Insights delivered directly to your inbox, along with the team’s weekly gems: https://hubs.la/Q04qCJNc0

"It's a tough time for the hospitality industry - we're facing a range of headwinds undoubtedly, and Crown is not immune from that. But premium dining experiences remain a key driver of visitation, tourism and economic activity."