How Djerriwarrh Invests
The investment philosophy is built on taking a medium to longer term view of value which means the Company tends to buy and hold individual stocks for the long term based on a selection criteria which, in summary, comprises a focus on:
At the same time we concentrate on stocks where there is an active options market. This is intended to give scope for the writing of predominantly exchange traded options with the level of the portfolio ‘covered’ by call options typically ranging between 20 to 50 per cent of the total portfolio at any one time.
Djerriwarrh has also in the past issued convertible notes and has access to lines of credit that allow the Company to gear its Balance Sheet when appropriate investment returns are available to enhance shareholder returns.
We invest in Australian companies that have unique high-quality assets, brands and/or business footprints that can better withstand economic cycles. When selecting investments for our portfolio, we look for management and board strength, and sound financial metrics covering returns on investment, profit margins, cash flow and gearing.
We believe that these businesses generate superior returns over the long term.
If you’re a Djerriwarrh shareholder, it’s optional to participate in the DRP. You can choose whether to reinvest all or part of your dividends in the plan. Participants enjoy the benefits of compound returns over time with no brokerage costs when acquiring additional shares. It’s entirely flexible, allowing you to join or withdraw at any time.
For more information on the DRP, please read the DRP Rules.
Sign into Computershare – a secure shareholding administration platform – with your Shareholder Reference Number (SRN) or Holder Identification Number (HIN).
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