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To kick off the analyst series for 2021, Firetrail Portfolio Manager, Ramoun Lazar, takes us on a deep dive into the US housing market. The current market conditions, including low interest rates, record-breaking consumer savings and seemingly never ending stimulus, have created the foundation for a global housing boom! Ramoun discusses how Firetrail is taking advantage of these conditions through portfolio holding James Hardie (ASX:JHX), and the future growth potential for the stock.

 


This communication was prepared by Firetrail Investments Pty Limited (ABN 98 622 377 913, AFSL 516821) (Firetrail) as the investment manager of the Firetrail Australian Small Companies Fund (ARSN 638 792 113) (the Fund). It is for general information only. It has been prepared without taking account of any person’s objectives, financial situation or needs. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. Any persons relying on this information should obtain professional advice before doing so. Past performance is not a reliable indicator of future performance.

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