ICE Investor’s fund manager, Mason Willoughby-Thomas, shares why he likes the family tracking device and why the market is too conservative on Ooh!Media.
Already a subscriber?Melbourne-based Mason Willoughby-Thomas is portfolio manager of ICE Investors ICE fund. The fund has $590.6 million in assets.Outdoor advertising company Ooh!Media stands out as one of the more undervalued stocks in our portfolio. They have a
The move to digital has also opened new avenues for growth including programmatic trading of advertising inventory and more recently ‘Retail Out of Home’ which offers management of customers’ in-house digital advertising assets as a service. The culmination of these advancements in digital, measurement and reach has seen the out-of-home category capture record agency media share of 14.5 per cent.Life360 has jumped some 70 per cent already this year.
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