We seek opportunities where short-term market pressures can unlock long-term value. Our contrarian approach often leads us to focus on high-quality companies that may be overlooked due to near-term challenges.
A recent interview with Alvia Portfolio Manager Chris Scarpato on Ausbiz highlights two such companies: VeriSign and VEEM.
VeriSign (NASDAQ: VRSN) stands out for its monopoly on .com and .net domain names, which provides it with significant pricing power and the ability to generate stable, long-term revenue. VeriSign’s strong margins and strategic positioning make it an attractive, long-term investment opportunity.
VEEM (ASX: VEE), a Perth-based company, specialises in advanced marine gyro stabilisers that help vessels improve fuel efficiency and reduce environmental impact. With its focus on niche markets and innovation, VEEM is well-positioned for future growth, even as short-term market sentiment fluctuates.
While the broader market may be focused on short-term earnings or cost pressures, we prefer to take a step back and consider the bigger picture – investing with patience and a long-term perspective.
To hear more about these companies and our investment approach, watch Chris’ interview with Juliette Saly on Ausbiz.