Oct 29, 2020

Talk Investment with Mark Wenzel speaks with Kyle Macintyre from Firetrail absolute return fund.  We discuss in detail Firetrail's focus on 4 key beliefs when constructing portfolios:

a.  Every company has a price
b.  Share prices follow earnings
c.  Companies become mispriced when recent information is incorrectly...

Oct 8, 2020

Talk Investment with Mark Wenzel speak to Mark Burgess from Bennelong Kardinia Capital about their Absolute Return fund.  

The Bennelong Kardinia Absolute Return Fund provides a maximum exposure to equity markets of 75%.  They have consistently had less exposure than this and have delivered solid returns.  They believe...