Jun 11, 2021
Talk Investment with Mark Wenzel speaks to Simon & Toby on Global Small Caps. Smaller Companies internationally have outperformed their larger counterparts over the long term.
The discussion focuses on their investment process, how they identify opportunities and comparisons with Australian smaller company...
May 4, 2021
Talk Investment with Mark Wenzel speaks with Mark Mazzarella from APN Property Group about the APN AREIT Fund.
AREITs have been one of the best performing sectors on the exchange over the last 20 years, punctuated by the GFC and most recently COVID-19.
We delve into the current state and outlooks for each subsector of...
Mar 31, 2021
Talk Investment with Mark Wenzel speaks to Brad Carlin Smith from The Hopkins Group about property. We discuss:
- Melbourne Property market
- How to buy property in a red hot market
- Why a buyers advocate might be your best investment
- Is now a good time to buy in unloved area's and what those area's are?
- Why property will...
Mar 8, 2021
Talk Investment speaks to Tim Samway from Hyperion Asset Management.
Hyperion is an investment manager that believes in finding company's that can compound growth over the long term and aims to hold their investments for 10 years. Not your typical investment manager.
The performance has been stellar.
We discuss...
Feb 12, 2021
Talk Investment with Mark Wenzel speaks to Julian McCormack from Platinum Asset Management.
The discussion provides a mix of financial markets history, potential identification of a major turning point in financial markets, the risk of crowded trades, extreme valuation and a discussion on Tesla.
This is a fascinating...