External broker reports(aggregated public sources), Taylor Collison

Taylor Collison

Taylor Collison is a leading financial services firm, providing advice & wealth creation strategies to private & institutional investors and corporate clients throughout Australia. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

External broker reports(aggregated public sources)

Equity Bottom-Up

<ul><li>ClearView is currently winning 11% of all new life insurance business sold through advisers – a $10b market which has grown at a ~5% CAGR historically.</li><li>Its current total market share is just 3.2%, paving a path for a 3x uplift in book size over the long term.</li><li>Despite posting 9% growth in FY23, CVW trades at a 25% discount to embedded value (ex. future growth), and a 40% discount to our estimate of fair value (inc. future growth), while offering a ~5% dividend yield. </li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

ClearView is currently winning 11% of all new life insurance business sold through advisers – a $10b market which has grown at a ~5% CAGR historically.Its current total market share is just 3.2%, paving a path for a 3x uplift in book size over the long term.Despite posting 9% growth in FY23, CVW trades at a 25% discount to embedded value (ex. future growth), and a 40% discount to our estimate of fair value (inc. future growth), while offering a ~5% dividend yield. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

ClearView Wealth Limited (CVW) - Initiation - Discount to Embedded Value & Winning Share

Clearview Wealth

ClearView Wealth Limited (CVW) - Initiation - Discount to Embedded Value & Winning Share