If you are new to investing or a do-it-yourself investor, you may be interested in Wise-Owl and the service they provide.
Wise-Owl is an investment company that also provides commentary on their existing portfolio and the strategy that they execute. Wise-Owl specialises in small and mid-capitalisation companies but also offer advice on ASX200 blue-chip companies, Initial Public Offerings (IPOs) and International Equities. They don’t share ‘buy’ or ‘sell’ recommendations, instead they share their research and commentary with their readers who can decide to co-invest in the companies Wise-Owl are invested in directly via their stockbroker or trading platform.
Wise-owl offers high-quality and independent investment advice primarily designed for the self-directed investor. Their approach is based on a proven strategy that was designed in 2001 and consistently improved. Their stock recommendations are easy-to-read and actionable. Subscribers also have access to their selling strategies for each individual company, and all reports are available on their website.
Wise-Owl does not charge any fees for their research and commentary. However, part of their business is helping their portfolio companies get investor attention, and they do charge a fee for this service. Although, the fee is often settled in company shares so they can increase their position in each of their investments.
Wise-Owl relies on its industry network to prescreen investment opportunities and they have trusted advisors and sector experts to assess investments. Wise-Owl also has an in-house team of analysts who conduct due diligence and the potential of a new small-cap investment using a 20-point checklist. They also aim to hold an investment for at least 12 months.
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This advice is general and has not taken into account your objectives, financial situation or needs. Consider whether this advice is right for you. Consider the product disclosure statement and target market determination before making a purchase decision. Canstar provides an information service. It is not a credit provider, and in giving you information about credit products Canstar is not making any suggestion or recommendation to you about a particular credit product. Research provided by Canstar Research AFSL and Australian Credit Licence No. 437917.