At Mulberry Wealth Securities, our Advisory Team is constantly on the lookout for long-term growth opportunities. Recently we reviewed and ranked 10 stocks currently trading on the ASX that every investor should consider for their portfolio. What struck us is how closely this theme aligns with our philosophy: identifying companies early with large growth runways, structural advantages, and the resilience to become tomorrow’s market leaders.
Why now is an opportune time for long-term stock selection
Our Advisory Team estimates that the Australian equity market is at an inflection point. While major large-cap stocks still dominate headlines, the next wave of growth increasingly appears among small- and mid-cap names that have the potential to transform over five to ten years. These firms often operate in emerging sectors, have less analyst coverage, and offer more runway for expansion.
As Mr. Richard Carver notes:
“The most compelling opportunities often lie in companies that today are outside the mainstream — those with bold strategies, untapped markets, and a capacity to scale. Over ten years, these are the names that can surprise.”
Key characteristics we’re looking for
In reviewing the list and combining with our internal screening, our Advisory Team at MWS focuses on companies with these attributes:
- Long growth runway: Firms operating in sectors with secular tailwinds (e.g., digital platforms, advanced manufacturing, critical resources)
- Economic moats: Competitive advantages that are sustainable (e.g., high switching costs, unique technology, scarce resources)
- Undervalued relative to opportunity: While valuations matter less when growth potential is very high, we still want entry points where the risk/reward balance is favourable
- Less visibility today: Companies not yet fully recognised by the market offer the most upside over a decade
Ten-year thesis: what this means for our clients
For clients of Mulberry Wealth Securities — especially those aged 35 and up, seeking to build long-term wealth — the ten-year stock holding thesis offers a powerful dimension: one can hold fewer companies but with larger conviction, focusing on structural winners rather than short-term themes.
This translates into a few practical takeaways:
- Allocate with conviction: Instead of simply broad exposure to the ASX, consider a dedicated small-cap/mid-cap growth allocation with five- to ten-year horizon.
- Be patient and tolerant of near-term noise: These companies may underperform large caps in the short run, but the ten-year horizon is where the value compounds.
- Focus on quality execution: It’s not enough to identify a growth company; management, corporate governance, and business model stability matter.
- Monitor periodically, but avoid knee-jerk reactions: Over ten years, earnings cycles ebb and flow. Our team helps clients stay on course rather than jump in and out.
Risks to keep in mind
Of course, nothing in investing is risk-free. Our Advisory Team at MWS is mindful of several caveats:
- Illiquidity and volatility: Smaller companies often face higher price swings or trading-volume constraints.
- Execution risk: Many growth companies fail to deliver on early promise — the difference between hope and real growth.
- Valuation risk: Even strong companies priced for perfection carry risk if expectations are not met.
- Macro and sector shifts: Over a decade, sectors evolve; what appears structurally promising today may face disruption tomorrow.
Mr. Richard Carver adds:
“Ten-year holdings don’t eliminate risk — they just change the nature of it. Our role is to help select companies where the long-term reward justifies the patience and tolerance required.”
Our view and next steps
At Mulberry Wealth Securities, our Advisory Team is actively reviewing companies in this category and working with clients to identify appropriate allocations. For those interested in the “ten-year winners” theme:
- We’re looking at stocks that could realistically outperform the ASX 200 by multiples over a decade.
- We’re modelling scenarios where a stock outgrows a current large-cap (for example, supplanting an old-economy incumbent).
- We’re recommending portfolio structures that have a core of stable, large-cap holdings and a growth-oriented satellite of these ten-year potential companies.
If you’d like to learn how this theme fits into your wealth strategy and how Mulberry Wealth Securities can help you identify and monitor potential ten-year winners, our team is ready to talk.
This blog post is provided for information only and does not constitute financial advice. Past performance is not indicative of future results.
