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Fund manager Theo Maas gives an update on the fund and explains why it has been underperforming its benchmark.
"The numbers were a touch better than I expected, but there were some quality issues, in my view," said Theo Maas, a partner at Fortis Investment Partners, adding higher costs were ...
For example, Theo Maas, an analyst at Arnhem Investment Management in Sydney who handles a lot of Telstra shares on behalf of clients wrote a note saying, “Even small ...
Mr Theo Maas, partner at Fortis Investment Partners, said the decision showed the government was prepared to call Telstra's bluff. 'Telstra have played a pretty high-stakes game ...
‘I am sure every pan-Indian operator would love to get their hands on pan-Indian spectrum, but the price needs to be right,’ Theo Maas, who owns Bharti shareholder Singapore ...
"There are lots of little irrational Davids in the wine industry and many of them are not in it for an economic return," said Theo Maas, who holds shares of Foster's Group ...
"CUB is a big cashflow driver for them and it's disappointing to see declining volumes in a strong beer market," said Theo Maas, who helps manage $4.5 billion in assets at ...
"There are lots of little irrational Davids in the wine industry and many of them are not in it for an economic return," said Theo Maas, who holds shares of Foster's Group ...
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