Just some statements from Ellerston Capital website, which I think are very meaningful to Rex.
Our investment approach is designed to focus on opportunities the market may have overlooked – exploiting inefficiencies by identifying stocks that are temporarily misunderstood and fundamentally mispriced.
As a firm majority owned by its principals and employees, our clients’ objectives are our objectives. Ellerston Capital has been managing money since 2002 in long only Australian, global and Asian equities, Australian market neutral, global long-short equity and private equity strategies.
I like it when people making these investment decisions have skin in the game, a good shareholder to have on our side.
Ann: Change in substantial holding, page-6
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