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CBGCAPITAL.COM.AU

| Asset Management

CBG – Asset Management. CBG Capital is an Australian equities listed investment company (LIC) that listed on the ASX in December 2014 (ASX code: CBC). The purpose of the company is to provide investors with access to a listed investment vehicle that actively manages a portfolio of investments in listed Australian companies. CBG Capital aims to pay a growing stream of fully franked dividends twice per year. What Sets Us apart. CBG Asset Management Limited. ABN 12 098 327 809. Level 3, 8-10 Loftus Street.

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| Asset Management | cbgcapital.com.au Reviews
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CBG – Asset Management. CBG Capital is an Australian equities listed investment company (LIC) that listed on the ASX in December 2014 (ASX code: CBC). The purpose of the company is to provide investors with access to a listed investment vehicle that actively manages a portfolio of investments in listed Australian companies. CBG Capital aims to pay a growing stream of fully franked dividends twice per year. What Sets Us apart. CBG Asset Management Limited. ABN 12 098 327 809. Level 3, 8-10 Loftus Street.
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1 profile
2 team
3 investment philosophy
4 how to invest
5 prospectus
6 research
7 asx announcements
8 corporate governance
9 cbg asset management
10 coupons
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| Asset Management | cbgcapital.com.au Reviews

https://cbgcapital.com.au

CBG – Asset Management. CBG Capital is an Australian equities listed investment company (LIC) that listed on the ASX in December 2014 (ASX code: CBC). The purpose of the company is to provide investors with access to a listed investment vehicle that actively manages a portfolio of investments in listed Australian companies. CBG Capital aims to pay a growing stream of fully franked dividends twice per year. What Sets Us apart. CBG Asset Management Limited. ABN 12 098 327 809. Level 3, 8-10 Loftus Street.

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cbgcapital.com.au cbgcapital.com.au
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Investment Philosophy | | Asset Management

http://www.cbgcapital.com.au/investment-philosophy

Investment Philosophy – CBG. CBG believes that attractive long term investment returns can be achieved through a disciplined investment process, using bottom-up fundamental analysis and with a focus on high quality companies. We undertake a detailed investigative process and seek to understand the unique drivers of value for each company, then to identify opportunities where that intrinsic value is not reflected in the current stock price. Investment decisions are driven by bottom-up stock analysis, over...

2

Team | | Asset Management

http://www.cbgcapital.com.au/people

Team – CBG. Ronni Chalmers – Chief Investment Officer. Portfolio construction and overall fund responsibility. Robert Gregory – Portfolio Manager. Portfolio construction and equity analysis. In 1997, Robert graduated from the University of Melbourne with an honours degree in Commerce, majoring in Economics and Finance. Robert holds a graduate diploma in applied finance and investment from FINSIA and has completed levels one and two of the Chartered Financial Analyst (CFA) program. BBsc, MBA, FIAA, FAICD.

3

How To Invest | | Asset Management

http://www.cbgcapital.com.au/how-to-invest

How To Invest – CBG. CBG Asset Management Limited. ABN 12 098 327 809. Level 3, 8-10 Loftus Street. T: 61 2 8599 1160. F: 61 2 8069 3429. E: enquiries@cbgam.com.au. Sign up to our newsletter:.

4

ASX Announcements | | Asset Management

http://www.cbgcapital.com.au/asx-announcements

ASX Announcements – CBG. CBG Capital Annual Report August 2016. CBG Capital AGM November 2016 Proxy Results. CBG Chairmans Address November 2016. CBG Capital monthly NTA Report December 2016. CBG Capital monthly NTA Report November 2016. CBG Capital monthly NTA Report October 2016. CBG Capital Annual Report August 2016. CBG Capital monthly NTA Report September 2016. CBG Capital monthly NTA Report August 2016. CBG Capital monthly NTA Report July 2016. CBG Capital monthly NTA Report June 2016. Initial Dire...

5

Corporate Governance | | Asset Management

http://www.cbgcapital.com.au/corporate-governance

Corporate Governance – CBG. CBG Asset Management Limited. ABN 12 098 327 809. Level 3, 8-10 Loftus Street. T: 61 2 8599 1160. F: 61 2 8069 3429. E: enquiries@cbgam.com.au. Sign up to our newsletter:.

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Investment Administration & Fund Accounting latest updates fromWhite Outsourcing

http://www.whiteoutsourcing.com.au/latest-updates.htm

ACCOUNTING, INVESTMENT ADMINISTRATION and CUSTODIAL SERVICES. LATEST NEWS and USEFUL LINKS. For more news and updates you can also follow us on. We'd like to congratulate Ronni. Chalmers and the team at CBG Asset Management on successful listing of their first LIC. Successfully listed on ASX on 17 December 2014 after raising $24 million. As part of our commitment to efficiency and risk reduction, White Outsourcing will be rolling out. This year White Outsourcing had a record entry of 18 participants in.

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| Asset Management

CBG – Asset Management. CBG Capital is an Australian equities listed investment company (LIC) that listed on the ASX in December 2014 (ASX code: CBC). The purpose of the company is to provide investors with access to a listed investment vehicle that actively manages a portfolio of investments in listed Australian companies. CBG Capital aims to pay a growing stream of fully franked dividends twice per year. What Sets Us apart. CBG Asset Management Limited. ABN 12 098 327 809. Level 3, 8-10 Loftus Street.

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