Stock story


Altium Limited (ALU), an ASX-listed company, is engaged in the development and sale of computer software for the design of electronic products and an online collaboration platform to facilitate the manufacturing of them. The company is based in Australia with sales operations in the Americas, Europe, Middle East and Africa, Greater China, and Asia Pacific.

Why we like them

Altium is a high return on capital business in a small niche market structure where there are only a few specialised global competitors. The structural growth tailwinds from the ‘Internet of Things’ and the deep levels of complexity in the global development of PCB (printed circuit board) design will allow Altium to grow for many years to come. In our stock selection process, the company exhibits very highly in viability, sustainability and credibility.