Silver linings: the only listed aged care provider in Australia

Firetrail Equity Edge | High Conviction Investing

Regis Healthcare is one of the largest aged care providers in Australia. The company is benefitting from long term structural tailwinds given the nation’s growing aging population.

In this episode, small caps portfolio manager Eleanor Swanson joins investment specialist Chris Robinson and tells us what she thinks really matters for Regis’ earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.

Regis Healthcare is a holding in the Firetrail Australian Small Companies Fund and the Firetrail Absolute Return Fund.

This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the Firetrail Australian Small Companies Fund (ARSN 638 792 113) and the Firetrail Absolute Return Fund (ARSN 624 135 879) (‘the Funds’). This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance.

Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238371 ('PFSL') is the product issuer of the Fund. PFSL is not licensed to provide financial product advice. PFSL is a wholly owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) ABN 22 100 325 184. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Fund are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Fund.

Links to the Product Disclosure Statements: WHT3093AU, WHT5134AU

Links to the Target Market Determinations: WHT3093AU, WHT5134AU

For historic TMDs please contact Pinnacle Client Service Phone [phone] or Email [e-mail]