May 29, 2020
Talk Investment with Mark Wenzel talk to Sam Morris from Ardea Real Outcome Fund.
Fixed Income is a difficult asset class right. Interest rates are low, credit risk is increased and you have to accept long duration tail risk for higher returns.
The Ardea Real Outcome Fund is different. It does not take any credit...
May 15, 2020
In this episode of Talk Investment with Mark Wenzel, we speak to Jonathan Wu from Premium China Funds Management.
Premium China Funds Management have been investing in Asia for Australian investors since 2004. Their flagship fund, the Premium China Fund, has a strong track record of performance and is widely owned...
May 13, 2020
In today's episode, Mark is joined by Stuart Welch from Alphinity Sustainable Fund.
The discussion took place during the height of the COVID-19 market correction in about middle of March 2020.
The discussion and the insight about how they've managed the portfolio through this crisis is very valuable for...
May 13, 2020
Talk Investment with Mark Wenzel speaks to Nikki Thomas from Alphinity Global.
Alphinity Global have strong investment philosophy of buying undervalued companies that are about to enter an earnings upgrade cycle, believing that this will drive capital apprecation.
Nikki and I talk about how Alphinity are dealing with...
May 13, 2020
Talk Investment with Mark Wenzel speaks to Alex Milton from Novaport Capital about Australian Small companies.
Novaport have a successful track record of investing in Australian Small companies. Their difference is their average holding period of 5 years, allowing the businesses they investing in to reach their...