Investing in private companies: What it takes

Sebastian Evans of NAOS Asset Management joins Owen Rask on the Australian Investors Podcast to talk about investing in private companies/businesses in Australia.

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Owen Rask was recently joined by Sebastian Evans of NAOS Asset Management to talk about the opportunity on offer by investing in private companies. This is a fascinating conversation that covers:

  • Why Sebastian wants to target private companies with $5m+ in revenue
  • The universe of private companies (Note: in Seb’s chosen universe, there are over 50,000 private businesses compared to less than 400 on the ASX)
  • The risks of private company investing(there are lots)
  • ESG factors when you do private company investing & how NAOS manages ESG concerns
  • How to value and research private companies
  • The legal & corporate governance side of private businesses (e.g. shareholders agreements, types of compliance steps, etc.)
  • How to construct a portfolio of private businesses
  • The filtering process and finding private companies to buy based on ATO data

Resources

NAOS Private Opportunities Fund
Owen’s 1st small-cap podcast with Seb

Date of recording: September 22, 2021

Disclosure: Please note that NAOS is the sponsor of this episode of the podcast and as such agreed to pay a fixed fee to Rask Group, set in advance and by a third party, to appear on this episode. This is a disclosure and not a recommendation of NAOS. Please read the PDS & speak to your financial adviser before acting on the information in this podcast.

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Want to level-up your analytical skills and investing insights but don’t know where to start?
We can help.
Join 25,000 Australian investors on our mailing list today and we’ll send you our favourite podcasts, courses, resources, investment articles and podcasts every week. Delivered to your inbox every Sunday morning. Grab a coffee and let Owen and the team bring you the best investment insights every week.

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