Reporting season final week – QBE Insurance, Inghams Group and nib Insurance
The semi-annual company profit reporting period concluded today. Overall, this was a very successful reporting season for our portfolio holdings in aggregate. The market’s renewed focus on value, returning to earnings growth and cash flows as the principal drivers of the company’s success was welcomed.
This week’s Investment Matters discussion will concentrate on three significant holdings: QBE Insurance, Inghams Group and nib Insurance. After the reporting season, we will provide more details on the remaining core equities’ positions.