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Christopher Joye

ScoMo's victory due to elegant simplicity

The belief ScoMo could win was premised on pure first principles logic. In fact, he intuitively felt like a good trade – a massively mispriced asset.

During the week I advised my investors, media colleagues and friends that it would not be surprising if Scott Morrison won the election comfortably.

For months this column argued that the betting markets and political pundits were wrong in assuming ScoMo had no chance. Indeed, it posited that he possessed impressive "prime ministerial material" in May 2018 and warned in January that Labor risked a John Hewson-redux.

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Christopher Joye is a portfolio manager with Coolabah Capital, which invests in securities, including those discussed in his column. Connect with Christopher on Twitter.

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    Original URL: https://www.afr.com/news/politics/national/scomo-s-victory-due-to-elegant-simplicity-20190519-p51oxa