Simon Shields is the Portfolio Manager and co-founder of Monash Investors. We spoke about his approach to investing, an overview of the recent reporting season, the difference between focussing on absolute and relative returns and the early warning triggers they use to reduce exposure to companies in their fund that may be facing challenges to their share price. They have a listed ETMF and you can find out more here: Monash Absolute Active Trust (Hedge Fund) ASX Code: MAAT...

Martin Filz is the CEO and managing director of Pureprofile Ltd, a data and insights organization that provides online research and digital advertising services for agencies, marketers, researchers, and publishers in Australia, Europe, and the United States. We spoke about how data helps government and business respond to consumer needs, the company's expansion into Europe, Asia and the US, and the latest financial results. Martin Filz is one of the most well-respected and influential...

My guest today is Sebastian Evans Chief Investment Officer/ Managing Director at NAOS Asset Management. We spoke about the NAOS investing philosophy and some of the businesses they invest in including: Big RiverGentrackMaxipartsMove Logistics Here's a link to the NAOS Investor Roadshow Presentation for more details. National Roadshow NAOS Asset Management (hubspotusercontent-na1.net) IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not...

In this episode I'm joined by Investment Specialist Julian McCormack from Platinum Asset Management. We spoke about the unwinding of equity market bubbles, the reversal of the largest peace time stimulus in human history, the reduced incentives for banks to lend money and whether a recession is on the horizon. Find out more at: https://www.platinum.com.au/Insights-Tools/The-Journal/Shifting-Sands-The-Cycle-Looks-to-Have-Changed-Sho This information has been prepared by Platinum Investment...

Andy Darroch is the principal of Advise Me Today an independent financial advice firm. He comes from a stockbroking background and has worked for Wilsons Advisory and Macquarie Bank. We speak about the true meaning of independent financial advice, whether SMSFs are the best choice for investors who want more control and the questions to ask a potential financial adviser. Andy Darroch is an Independent Financial Adviser who runs Sydney based Advise Me Today – Independent Financial Advice....

In this episode I'm joined by Vihari Ross, Head of Research / Head of Core Series / Portfolio Manager at Magellan. We discussed: The numbers that she finds important in stock selectionThe distribution curve of possible future share price movementsInvesting in automation and other disruptive technologiesAlibaba's upcoming Hong Kong listingThe pricing power of desirabilityFunds discussed: MFG CORE INTERNATIONAL FUND TICKER MCSGESG CORE ESG FUND TICKER MCSECORE INFRASTRUCTER...

Stockspot is Australia's first and largest digital investment advisor. It was founded in 2013 with a mission to help more Australians access expert investment advice and portfolio management. Marc Jocum is the Senior Manager of Investment and Business Initiatives. Marc Joined me to chat about Stockspot's recently published 2022 ETF Report. We spoke about: The $10 billion dollars made by investors in ETFs over the last five years. How ETFs are the investment industry's best-kept...

In May, Australian Shareholders’ Association held Investor Conference 2022 in Melbourne, at the Sofitel hotel. It was a great event for members and the many sponsors. It was the first large conference many had attended for a while, and there was a detectable sense of relief that we could all get together. In this episode I’ve tried to capture the spirit of the conference talking with ASA staff and many of the sponsors.  The conference theme was Future Proofing Your Investments. IMPORTANT –...

James Holt is Director, Investment Solutions,.Perpetual Limited (ASX:PPT) a diversified financial services company, which has been serving clients since 1886. James leads a team of two Investment Solutions Specialists and an Investment Writer to provide commentary, analysis and technical investment support to stockbrokers, financial advisers and investors in Perpetual Investments’ funds. He's worked in the financial services industry for over twenty years. Prior to joining Perpetual...

Jamie Hanna is Deputy Head of Investments & Capital Markets at VanEck Australia. We spoke about: The best times of day to buy and sell ETFsInfrastructure - the sector that allows us to live our lives comfortablyThe global shortfall in infrastructure spendingSome companies included in the fundThe role of infrastructure in a portfolioCharacteristics of infrastructure sector include: Predictable cash flowNo competitionLongevityRevenues linked to inflationHere's a link to IFRA, the VanEck...

Matthew Holberton is the National Manager Listed and Capital Markets for Fidante Partners. Matthew works closely with his clients to find investment solutions within Fidante’s suite of boutique asset managers. We spoke about fixed income and the funds in the ActiveX series that provide diversified, global fixed income Active ETFs managed by two of Australia’s leading fixed income managers. What is fixed income?Why have traditional fixed income strategies suffered in recent months? What is the...

In this episode we welcome Oscar Oberg from Wilson Asset Management. Oscar is the Lead Portfolio Manager responsible for WAM Capital (ASX: WAM), WAM Microcap (ASX:WMI), WAM Research (ASX: WAX) and WAM Active (ASX: WAA). We discussed how the current macro environment is affecting equity markets and why it's more difficult to invest in than during the Covid Crunch, why WAM likes the LIC structure, their three-pronged investment process and some companies that Oscar likes at the moment in the...

My guest today is Liz Tian from CitiFirst Warrants, where she discusses how Instalment Warrants can be used in an SMSF for capital growth and income. Here's a link to CitiFirst's Trading & Investments Guide https://au.citifirst.com/EN/TradingAndInvestmentGuides For more information, contact the CitiFirst® Sales Desk at: Phone: 1300 30 70 70 Email: [email protected] IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to...

Simon Shields is the Portfolio Manager and co-founder of Monash Investors. We spoke about his approach to investing, an overview of the recent reporting season, the difference between focussing on absolute and relative returns and the early warning triggers they use to reduce exposure to companies in their fund that may be facing challenges to their share price. They have a listed ETMF and you can find out more here: Monash Absolute Active Trust (Hedge Fund) ASX Code: MAAT...

In this episode Perth Mint’s Listed Products and Investment Research Manager Jordan Eliseo talks about inflation, FinTwit, interest rates and cryptocurrencies, as well as what’s been happening in precious metal markets and the ongoing role of gold in a well-diversified portfolio. https://www.perthmint.com/ IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy...

In this episode we're joined by Shani Jayamanne & Mark Lamonica from Morningstar Australia to talk about the evolution of the 4% rule in retirement savings drawdowns. We spoke about: The 4% rule – what it is, why we’re talking about it.Since Bill Bengen formulated that rule, we’re obviously in a very different environment.Morningstar has revised the 4% rule – what does this mean for investors?What are the implications of the forward estimated returns?What does the State of Retirement...

Ian Irvine is the Chief Executive Officer of the Listed Investment Companies and Trust Association. LICAT represents the interests of Listed Investment Companies (LICs), Listed Investment Trusts (LITs) and investors to protect, to develop and grow the sector through advocacy and education IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies...

Rachel Waterhouse took over the role of CEO in the middle of 2021. In this episode we speak about her previous career, meeting ASA and her vision for the future. Rachel has 20 years of business leadership experience within industry and professional associations and the financial services sector. With a background in digital and traditional communications, media, marketing, sales, partnerships, product management, and events, she has implemented effective organisational strategies and coached...

My guest today is Sebastian Evans Chief Investment Officer/ Managing Director at NAOS Asset Management. We spoke about the NAOS investing philosophy and:   Sebastian’s wariness about leveraged companiesThe NAOS LICs that target opportunities in small-mid cap sectorsThe Investment Universe Funnel for identifying opportunitiesConstructive engagement with the companies they invest inOpportunities for accessing Private Equity via their Private Opportunities Fund  NAOS are proudly sponsoring ASA’s...

John Kelly is a founder and Managing Director of Atomo. He came into diagnostics with a track record of radically transforming the user experience and health outcomes in the medical device field. Atomo Diagnostics Limited (ASX: AT1) is an innovative medical device company supplying unique, integrated rapid diagnostic test (RDT) devices to the global diagnostic market. It is headquartered in Australia with global operations, arming consumers with simple to use, fast, accurate diagnoses and a...

Sir Ronald Cohen is an Egyptian-born British businessman, who fled his birthplace with his family in 1957, following the Suez Crisis, with only £10 to their name. Despite his family’s economic struggles, Sir Ronald’s hard work saw him win a scholarship to Oxford and then attend Harvard Business School.   Referred to by the British press as ‘the father of British venture capital’ and ‘the father of social investment’, he is now leading the Impact Revolution – a movement seeking to achieve real...

Dr Laura Rusu is the founder & CEO of LENSELL® the only Global Digital Platform for Corporate Performance Democratisation that allows retail investors and other stakeholders get fast and easy access to corporates' financial and non-financial performance. We help people make better informed decisions with data driven insights. Diversiview Online Investment Portfolio Risk Tool https://diversiview.online/ ASA webinar with Laura (member access only): https://bit.ly/2WQprLN IMPORTANT – Please...

Jason McIntosh is the founder of Motion Trader, an algorithmic subscription-based trend identification service. We spoke about:   - The problems with buying the dip - The dangers of averaging down - The fear of buying into strength - Thinking about when to sell whether you’re sitting on a loss or a profit   Here’s a link to some videos where he introduces his trading philosophy: https://www.motiontrader.com.au/asa   IMPORTANT – Please remember these podcasts are produced to provide...

Christian Eckelmann is the co-founder of Upstreet, a new app that makes it easy to earn shares while you shop. Upstreet is one of a new breed of fintech startups that is making it easy to invest in shares with the smallest amounts of money. Upstreet is giving away free fractional shares at moonshot.upstreet.co. Earn up to $100 worth of rewards. Upstreet website: https://www.upstreet.co/ Linkedin: https://www.linkedin.com/company/upstreet-co/ Facebook:...