WEBVTT

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2.5% average GDP growth
may not make the headlines.

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But over two decades of global
uncertainty, it's a sign of resilience.

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While many companies struggled in a period
that included the GFC and the Covid pandemic

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Australia outpaced advanced economies,
and Aussie companies continued

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to generate lasting shareholder value.

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Our Australian Value
Creators report explores

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the factors behind their performance.

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So what did we find?

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The market delivered total
shareholder return, or TSR,

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of around 8%,

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largely driven by revenue growth.

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Looking at sector performance,
it wasn't just a typical Aussie story

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of mining and financials.

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Tech, healthcare and consumer goods
came out on top.

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As for companies, the top 20

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fit 1 of 5 archetypes.

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One – global players that are the number one
or two in focused markets – like Cochlear.

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Two – companies that invest heavily
in local markets – like REA Group

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Three – miners with great timing
and great execution

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– like gold company, Northern Star.

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Four – big players that constantly reinvest

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in their products
and productivity – like CBA.

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And five – companies that manage multiple businesses

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with discipline – like Wesfarmers.

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So what can today's leaders
learn from their playbook?

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The top performers focus relentlessly
on their competitive advantage

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and constantly reinvest in their edge.

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They don't chase growth
for the sake of it.

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They pursue it with clarity
and discipline.

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Read our report to find out
who made the top 20

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and see our advice
based on two decades of data.