DNR Capital Talk Link Administration (ASX:LNK)

By Tim McGowen | More Articles by Tim McGowen

Link Group (ASX: LNK) is a leading provider of outsourced administration services platforms to the Australian superannuation industry and shareholder services to listed companies around the globe. Earlier this year they completed their acquisition of PEXA, Australia’s first (and, at present, only) online property exchange. Scott Kelly, Manager of DNR Capital’s Australian Equities Income Portfolio, explains why they see LNK as a core holding.

Key points in the video:

  • Link Group’s unique positioning in Australia, which has the fourth largest pension pool in the world
  • What DNR Capital likes about LNK
  • Their earnings expectations for the company and where its current valuation sits
  • The significance of LNK’s PEXA acquisition

Scott Kelly joined DNR Capital in August 2015 and is Portfolio Manager for the Australian Equities Income Portfolio. He is also responsible for the investment research of the telecommunications, transport, IT, utilities and infrastructure sectors. Scott, who has more than 16 years’ investment experience, holds a Bachelor of Commerce from the University of Queensland and is a Chartered Accountant with the Institute of Chartered Accountants of Australia and New Zealand, a CFA charter holder and a Graduate member of the Australian Institute of Company Directors.

Tim McGowen

About Tim McGowen

Tim McGowen is the co-founder of informedinvestor.com.au. He was previously the founder of Fortitude Capital the Hedge fund of the Year in 2008 & 2009. More recently he was a global Portfolio Manager for PM Capital.

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