Nelson Mestre's Colleagues at NAOS Asset Management
Nelson Mestre's Contact Details
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Sydney, New South Wales, Australia
NAOS Asset Management
Nelson Mestre's Company Details
NAOS Asset Management is a Sydney based boutique funds management firm that is majority owned by staff. NAOS maintains a focus of investing in emerging private and listed companies (via its three listed investment companies (ASX: NCC), (ASX: NAC) and (ASX: NSC)), with an industrial focus and has approximately 8,000 individual shareholders across ~$400 million of assets under management. The NAOS Investment philosophy is grounded in shareholder alignment, both internally with staff and directors maintaining significant holdings in its existing strategies and within the companies in which it invests which are generally founder led. Further, NAOS seeks to invest in companies with a clear and growing economic moat, a strong culture and balance sheet, with sufficient flexibility. The long term sustainability of free cash flow generation and the company's ability to reinvest and increase its economic moat is also key to the investment philosophy. Finally, NAOS seeks to give investors a concentrated exposure (0-20 investments) to businesses that are operating in industries experiencing long term structural tailwinds. It is a core NAOS value that we give back both to the community and the environment. This is partly achieved via 1% of recurring revenues being donated to a select group of charitable organisations that are promoting a positive impact to both the environment and the community. Equally, it is important that all NAOS investments are screened through an Environmental, Social and Governance (ESG) filter, both in terms of NAOS's social responsibility and the long term sustainability of any investment. By abiding by UN-supported Principles for Responsible Investment (PRI), of which NAOS is a signatory, the long-term interests of shareholders and society are supported. To reaffirm these commitments, NAOS is in the process of becoming a registered B-Corporation.