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Firetrail managed funds
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Investment insights ‘from the trail’
Interesting research and investment articles you can read in 5 minutes
Downer Group is an Australian listed company that designs, builds and sustains major infrastructure assets and urban facilities. The company’s core business activities are backed by long-term contracts (some lasting more than 20 years) typically with Government clients.
There are three reasons why we believe Downer is a compelling investment opportunity.
At Firetrail, we believe that high quality, high conviction investment managers can outperform the index over the medium to long-term. Over the short-term however, even an investor with perfect foresight will have periods of underperformance.read more