What do A2 Milk and Nine Entertainment have in common? They represent two key themes that Australian investors should focus on to potentially enhance their long-term returns.
Exposures to companies growing overseas makes sense. Over the long run, fast growth rates and long runways, particularly off a low base, can help to produce returns that defy the economic and business cycles that plague many mature businesses.
The following companies are all growing their overseas businesses, ensuring Australian investors benefit from a growing global economy and currency diversification. Keep in mind however that getting the theme right is only half the battle. Investors must also ensure a reasonable price is paid rather than a high one.
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