Sam Granger could own almost any stock in the world, but it's little-known ASX software plays Objective Corp and RPMGlobal that sit side-by-side with Apple and Facebook in his unique, 13-stock best ideas strategy.
The Totus High Conviction Fund recorded a 40 per cent return in 2019, after fees. Granger has never shorted a single company since the fund started in 2014, although he could if he wanted to.
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Vesna Poljak is the Companies editor. She was previously the Markets editor with a special interest in the investment industry, hedge funds and accounting. She is based in the Sydney newsroom. Connect with Vesna on Twitter. Email Vesna at vpoljak@afr.com
