September is almost here, and I think there are still plenty of ASX shares worth buying with a long-term view.
If I had $10,000 ready to invest, I would spread this particular amount evenly across four companies that I believe can keep becoming more valuable over the years ahead.
Here's what I'd buy.
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Goodman Group (ASX: GMG)
I would start with Goodman because I like the assets it controls and where demand is heading.
The company develops and owns industrial property in major cities around the world. Increasingly, that includes sites suitable for data centres.
That is important because computing infrastructure needs more than servers. It needs land, buildings, reliable electricity, and access to major population and business centres.
Goodman has spent years assembling property in locations where those ingredients can be difficult to secure.
Artificial intelligence (AI) should increase the amount of computing capacity required, but I would not make this investment purely as an AI bet. Ecommerce, cloud computing, logistics, and the wider digital economy all require modern infrastructure.
I think that gives Goodman several reasons to keep finding development opportunities over the next decade.
ResMed Inc. (ASX: RMD)
I would also put $2,500 into ResMed.
Sleep apnoea affects a huge number of people, and many remain undiagnosed or untreated. That gives ResMed a long-term opportunity to reach more patients rather than relying solely on taking market share from competitors.
I also like what happens after a patient begins treatment. ResMed can sell the initial device, but masks and other components need replacing over time.
That creates an ongoing relationship around a genuine healthcare need.
Over the next several years, I think better diagnosis and greater awareness of sleep health could bring more people into treatment. ResMed already has the scale, products, and healthcare relationships to benefit if that happens.
Hub24 Ltd (ASX: HUB)
My third investment would be Hub24.
The company provides technology used by financial advisers to manage client investments and superannuation.
What I like most is the chance for Hub24 to become increasingly important to those advice businesses.
It has expanded beyond the investment platform itself into technology covering administration, reporting, and client engagement. If advisers can complete more of their work through Hub24's ecosystem, the relationship becomes more valuable.
The Australian superannuation system also gives the company an attractive backdrop.
Money continues flowing into retirement savings as people work and make compulsory contributions, while investment returns can increase the assets already accumulated.
This ASX share therefore has an opportunity to take a larger share of a market that should itself keep expanding for many years.
Sigma Healthcare Ltd (ASX: SIG)
I would put the final $2,500 into Sigma Healthcare, which now gives investors exposure to Chemist Warehouse following the combination of the businesses.
Chemist Warehouse has built a powerful retail brand in Australia around pharmacy, health, beauty, and everyday products.
The part I find most interesting for the years ahead is how far that model can travel. The business is expanding in New Zealand and has begun exploring opportunities in the UK. Successful international expansion could open a much larger market than Australia alone.
There is still room to grow closer to home as well through new stores, online sales, and the wider pharmacy network.
I think that combination gives Sigma several avenues to become a substantially larger business over time.
Foolish takeaway
If I had $10,000 to invest in September, I would be comfortable putting it to work across these four shares.
I like the long-term opportunities behind each business, and I would be happy to give them years rather than months to play out.
