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A weekly newsletter highlighting company culture

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Small-caps stockbroking veteran Hugh Robertson and renowned journalist Damon Kitney have joined forces to write a straight-shooting and unfiltered newsletter highlighting the single most important ingredient in making a company successful – culture. Impossible to measure in a quantitative sense, culture is seldom mentioned in research reports and thus too often overlooked by investors. However, by understanding the story of a company and its leadership team, you can gain an invaluable insight into a company’s outlook, and therefore the value of its shares.

Combining Hugh’s signature wit and the eloquence of one of Australia’s best financial journalists, From the Desk seeks to tell the “behind the scenes” stories of companies with strong levels of share ownership by founders and directors. From Nick Molnar and Anthony Eisen at Afterpay, the Jinks Family at SKS, Alex Jannink at Acusensus, the Milner family at Soul Pattinson, the late John Rubino at Monadelphous and of course the Dwyer Family behind PSC Insurance, we are firm believers that a high level of ownership around the boardroom table will often results in palpable returns for shareholders.

The newsletter is released weekly exclusively to From the Desk subscribers.

Hugh Robertson

Hugh Robertson has worked as a stockbroker for what feels like an eternity, having endured the stock market crash of 1987, the recession we had to have, the tech boom, the tech collapse, the mining boom, the GFC, the (second) tech boom, the (second) tech collapse and the past two years of a market from hell. Hugh is fascinated by well-run companies (rare) and mesmerised by good companies that are badly run (common). On any given day, you can find Hugh on his perpetual quest to find Australian companies which have the potential to take on the world. Hugh likes to spend his free time planting trees and undertaking amateur plumbing works (always with a Corgi in tow).

Damon Kitney

Damon Kitney has spent almost three decades in financial journalism, including 16 years at the AFR and 12 years as Victorian business editor at The Australian. He specialises in writing the untold personal stories of the nation’s richest and most private people and now has his own writing and advisory business, DMK Publishing. He has published three books – “The Price of Fortune: The Untold Story of being James Packer”; “The Inner Sanctum”, and “The Fortune Tellers”.

LGI Limited (ASX:LGI)

Published 13.7.23

Elders Ltd (ASX:ELD)

Published 2.11.23

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Hugh Robertson – Senior Investment Adviser

0418 125 615 | hrobertson@bellpotter.com.au

Mark Kelly – Senior Investment Adviser

0419 532 718 | makelly@bellpotter.com.au

Brigid Robertson – Senior Investment Adviser

0418 126 086 | brobertson@bellpotter.com.au

Hannah Robertson – Associate Adviser

0460 310 165 | hmrobertson@bellpotter.com.au

Catherine Cohen – Senior Investment Adviser

0405 332 165 | ccohen@bellpotter.com.au

Shea O’Grady – Executive Assistant

0411 330 619 | sogrady@bellpotter.com.au

Important Disclaimer: Because this newsletter has been prepared without consideration of any specific clients investment objectives, financial situation or needs, a Bell Potter Securities Limited investment adviser should be consulted before any investment decision is made. While this newsletter is based on the information from sources which are considered reliable, Bell Potter Securities Limited, its directors, employees and consultants do not represent, warrant or guarantee, expressly or impliedly, that the information contained in this newsletter is complete or accurate. Bell Potter Securities Limited does not accept any responsibility to inform you of any matter that subsequently comes to its notice, which may affect any of the information contained in this newsletter. This newsletter is a private communication to clients and is not intended for public circulation or for the use of any third party, without the prior approval of Bell Potter Securities. Disclosure of Interest: Bell Potter Securities Limited receives commission from dealing in securities and its authorised representatives, or introducers of business, may directly share in this commission. Bell Potter Securities and its associates may hold shares in the companies recommended.