Being informed beats being early says Greencape's Matt Ryland
Jonathan ShapiroSenior reporter
Updated
To be successful at picking Australian stocks, Greencape Capital's Matt Ryland says you have to travel with the world.
The $7.4 billion Melbourne-based equity fund has an unlimited travel budget. Its analysts scour the planet to find business models comparable to those of locally listed companies, potential threats, and to gather insights from competitors or suppliers.
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Jonathan Shapiro writes about banking and finance, specialising in hedge funds, corporate debt, private equity and investment banking. He is based in Sydney. Connect with Jonathan on Twitter. Email Jonathan at jonathan.shapiro@afr.com
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