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 https://monashinvestors.com/maat/ Monash has an absolute return focus to investing in shares, long and short. Prior to this, Simon spent 25 years as an analyst, portfolio manager and head of equities for large fund management businesses.We spoke about:Perplexing Management Exodus SyndromeLong and Short StrategiesPorter's Five ForcesSmoothing out lumpy distributionsThis podcast is a production of Finpods Pty Ltd and Phil Muscatello. Phil is the host of the Shares for Beginners podcast. You can find out more about Phil and listen to Shares for Beginners at https://www.sharesforbeginners.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 shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.
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 individuals in the market research industry and has held senior executive roles as Managing Director of EMEA and APAC at Research Now (now a part of Dynata) and CEO of EMEA / APAC at Kantar-owned, Lightspeed GMI. He joined Pureprofile from Eureka AI, a business intelligence platform, where he was Managing Director and Chief Revenue Officer. He is active in digital and research bodies including the Association of Market and Social Research Organisations (AMRSO), ESOMAR, the Australian Market and Social Research Society (AMSRS), and the Interactive Advertising Bureau (IAB).Pureprofile Ltd operates through three segments: Data & Insights; Pure amplify Media AU; and Pure amplify Media UK. The Data & Insights segment conducts market research; and accesses insights and campaigns through its proprietary self-service platform. The Pure amplify Media AU segment buys and sells online advertising inventory on behalf of advertisers and publishers. The Pure amplify Media UK segment generates leads for clients through its consumer database and proprietary and partner digital assets. The company was founded in 2000 and is headquartered in Surry Hills, Australia.Pureprofile website: https://business.pureprofile.com/investor-centre/Simply Wall St Analysis: https://simplywall.st/stocks/au/media/asx-ppl/pureprofile-sharesThis podcast is a production of Finpods Pty Ltd and Phil Muscatello. Phil is the host of the Shares for Beginners podcast. You can find out more about Phil and listen to Shares for Beginners at https://www.sharesforbeginners.com/ The company and/or guest has contributed to the costs associated with producing this episode of Equity ASA. 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 featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.
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 LogisticsHere's a link to the NAOS Investor Roadshow Presentation for more details. National Roadshow NAOS Asset Management (hubspotusercontent-na1.net)This podcast is a production of Finpods Pty Ltd and Phil Muscatello. Phil is the host of the Shares for Beginners podcast. You can find out more about Phil and listen to Shares for Beginners at https://www.sharesforbeginners.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 shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.
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-ShoThis podcast is a production of Finpods Pty Ltd and Phil Muscatello. Phil is the host of the Shares for Beginners podcast. You can find out more about Phil and listen to Shares for Beginners at https://www.sharesforbeginners.com/ This information has been prepared by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935, trading as Platinum Asset Management (“Platinum”). This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions. Commentary reflects Platinum’s views and beliefs at the time of preparation, which are subject to change without notice. Certain information contained in this podcast constitutes "forward-looking statements". Due to various risks and uncertainties, actual events or results, may differ materially from those reflected or contemplated in such forward-looking statements and no undue reliance should be placed on those forward-looking statements.To the extent permitted by law, no liability is accepted by Platinum for any loss or damage as a result of any reliance on this information.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 featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.
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. Advise Me Today has a very simple philosophy, advice that puts clients first. www.advisemetoday.com.aucontact@advisemetoday.com.au1300 978 737This podcast is a production of Finpods Pty Ltd and Phil Muscatello. Phil is the host of the Shares for Beginners podcast. You can find out more about Phil and listen to Shares for Beginners at https://www.sharesforbeginners.com/ Advise Me Today Pty Ltd is a Corporate Authorised Representative (Number 1289358) and is authorised through Independent Financial Advisers Australia, AFSL 464629. Andrew Darroch is an Authorised Representative (Number 1252820) of Independent Financial Advisers Australia, AFSL 464629.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 featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.
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 TICKERMCSIhttps://www.mfgcoreseries.com.au/core-fundsVihari Ross is a Portfolio Manager and is Head of the Core Series and Head of Research. Vihari has 20 years of experience and joined Magellan in 2007. Prior to the promotion to Head of Research, Vihari was most recently Head of Franchises and she retains responsibility for research coverage of franchises stocks. Before joining the Franchises team in 2009, Vihari was a Senior Analyst on the Financials team. Prior to Magellan, Vihari spent four years as an equity analyst at Ausbil Dexia, covering the financials and consumer sectors, and worked as a quantitative analyst at Commonwealth Investment Management (now Colonial First State). Vihari holds a Bachelor of Commerce majoring in Actuarial Studies and Finance and a Master of Commerce majoring in Finance from the University of New South Wales. She is an Associate of the Institute of Actuaries. Vihari is a member of Magellan’s Investment Committee.This podcast is a production of Finpods Pty Ltd and Phil Muscatello. Phil is the host of the Shares for Beginners podcast. You can find out more about Phil and listen to Shares for Beginners at https://www.sharesforbeginners.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 shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.
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 secret.Judging the best-performing ETFs on a five year return basis.How savvy investors are shunning high fees.The dangers of Thematic ETFsIf you'd like to find out more download a copy of the report at this link: https://www.stockspot.com.au/etf/This podcast is a production of Finpods Pty Ltd and Phil Muscatello. Phil is the host of the Shares for Beginners podcast. You can find out more about Phil and listen to Shares for Beginners at https://www.sharesforbeginners.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 shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.
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.This podcast is a production of Finpods Pty Ltd and Phil Muscatello. Phil is the host of the Shares for Beginners podcast. You can find out more about Phil and listen to Shares for Beginners at https://www.sharesforbeginners.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 shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.
This podcast is a production of Finpods Pty Ltd and Phil Muscatello. Phil is the host of the Shares for Beginners podcast. You can find out more about Phil and listen to Shares for Beginners at https://www.sharesforbeginners.com/ 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 Investments in 2014, he was a Director and Investment Specialist with the Portfolio Management Group of BlackRock Australia. Prior to this, he worked for BT Financial Group, Zurich Scudder Investments and Macquarie Bank.We spoke about the current inflationary environment and James' historical overview providing context to what we are seeing at the moment, the Perpetual Investing philosophy which is "value oriented but not value obsessed", and some of the current companies and sectors of interest to Perpetual.Below are the links to the funds mentioned by James:ASX: PIC https://www.perpetualequity.com.au/ASX: PCI https://www.perpetual.com.au/incomeASX: GIVE https://www.perpetual.com.au/funds/perpetual-ethical-sri-fund-asx-giveASX: IDEA https://www.perpetual.com.au/funds/perpetual-global-innovation-share-fund-asx-ideaIMPORTANT – 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 featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.
This podcast is a production of Finpods Pty Ltd and Phil Muscatello. Phil is the host of the Shares for Beginners podcast. You can find out more about Phil and listen to Shares for Beginners at https://www.sharesforbeginners.com/ 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 ETF that provides exposure to global infrastructure opportunities: https://www.vaneck.com.au/etf/equity/ifra/snapshot/Jamie provides portfolio management and capital market trading across the full range of VanEck’s passive solutions. Prior to joining VanEck, Jamie worked at Source ETFs in investment management and he held various roles at ABN Amro, Deutsche Bank, Morgan Stanley, Morgan's and PricewaterhouseCoopers. Jamie has a Bachelor of Commerce (Finance and Management Accounting) from the University of Newcastle and is an Associate of the Chartered Institute for Securities and Investment.https://www.vaneck.com.au/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 featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.
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 role of fixed income in a portfolio?How can returns be generated from fixed income?What are the risks in fixed income?ActiveX Ardea Real Outcome Bond Fund (Managed Fund) Code: XAROActiveX Kapstream Absolute Return Income Fund (Managed Fund): Codes: XKAPFor more information go to: https://www.fidanteactivex.com.au/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 featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.
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 oil services, agriculture and travel sectors.Find out more about Wilson's at: https://wilsonassetmanagement.com.au/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 featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.
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/TradingAndInvestmentGuidesFor more information, contact the CitiFirst® Sales Desk at: Phone: 1300 30 70 70 Email: citifirst.au@citi.com. The guest and or company has contributed to the cost of production of this episode.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 featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.
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 https://monashinvestors.com/maat/Monash has an absolute return focus to investing in shares, long and short. Prior to this, Simon spent 25 years as an analyst, portfolio manager and head of equities for large fund management businesses. Unusually for a professional fund manager, he was fortunate to move between firms that had widely differing investment styles of growth, value and DCF approaches. Monash has taken advantage of this experience to create an agnostic approach to investing that focusses on absolute instead of relative returns. 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 featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.
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 shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.
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 Income report say about what investors can do about this? The State of Retirement Income Report is available on Morningstar Investor. To take out a four week, free trial, the link is: https://go.morningstar.com.au/investor and this is the link behind the paywall https://premium.morningstar.com.au/learn/investing/217021/morningstar-state-of-retirement-reportThis is Shani & Mark's podcast page: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215IMPORTANT – 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 featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.
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 educationIMPORTANT – 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 featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.
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 teams to excellence.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 featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.
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 Virtual Investment Forum – grow your portfolio with ETFs & LICs, 23rd & 25th November. More at https://australianshareholders.com.au/ Link to NAOS Asset Managementhttps://www.naos.com.au/ 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 featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.
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 seamless pathway to treatment, empowering patients to live healthier, more informed lives and making healthcare more accessible.Atomo was founded by a grant from the Bill & Melinda Gates Foundation. The RDT devices were originally designed to easily diagnose HIV & malaria but has now been adapted for testing for Covid-19.The guest and/or company has contributed to the cost of production.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 featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.