Guy Dillon Email & Phone Number

Manjimup, Western Australia

Analyse the merits of a companies performance to evaluate investment risk against future return. Looking for a durable competitive advantage in growing markets requires knowledge on many industry sectors. The product or services provided must have pricing power with customers, strong branding, network effects and high customer switching costs. Management often founder led, are aligned with investor interests and poses a track record of prudent capital allocation that stimulates organic growth. Companies will have conservative balance sheets and share valuations that ensure attractive long term return on investment.