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In the third iteration of the Firetrail Analyst Series we take a deep dive into Australian developer, Lendlease. Portfolio Manager, Blake Henricks, takes us through the strong development pipeline, and why we think this company offers compelling long-term value.

 

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 High Conviction Fund (ARSN 624 136 045) (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.

The Fund is issued by Pinnacle Fund Services Limited (ABN 29 082 494 362, AFSL 238371) (PFSL). PFSL is not licensed to provide financial product advice. The relevant Product Disclosure Statement (‘PDS’) is available at www.firetrail.com. Any potential investor should consider the relevant PDS before deciding whether to acquire or continue to hold units in a fund. Please consult your financial adviser before making a decision.