Fundie Q&A: Andrew Wilson, Portfolio Manager

What’s a stock you like that (most) people haven’t heard of?

The fund is overweight a business that was originally founded as The United Ancient Order of Druids Friendly Society of NSW in 1877. I am reasonably confident that even under its new name, NobleOak Life, it fits the description of a business that many have never heard of.

Which stock in the fund do you think is most undervalued by the market?

Ramsay Healthcare is one name we see as being judged by the market on largely backward-looking factors whilst also trading at a significant discount to its asset base.