Oct 24, 2022

Mark Wenzel speaks to Anthony Doyle from S3 Global Opportunities Fund by Firetrail. 

S3 is a sustainable fund that focuses on identifying companies whose earnings are going to grow while making a positive difference to society. S3 is not constrained by ratings agencies, preferring to research companies who will improve...

Sep 21, 2022

Talk Investments with Mark Wenzel speaks to Leah Willis, Head of Client Relationships with Australian Ethical.

Ethical, Socially Responsible or Conscious Capital are terms that are gaining important traction among investors. There has been a genuine shift in the desire of investors to have their superannuation and...

Jul 28, 2022

Talk Investment with Mark Wenzel meets with Marcus Burns from Spheria Asset Management.

The vicious sell off in small caps has presented opportunities for skilled asset managers. Marcus and I discuss the current market and where they are looking for opportunities to add alpha by following their investment process.

Good...

Jun 24, 2022

Talk Investment with Mark Wenzel speaks with Andrew Lockhart from Metrics Credit Partners. 

Metrics Direct Income Fund is a holding in The Hopkins Group Managed Discretionary Account and widely used by our advisers for fixed income exposure. 

We discuss how Metrics generate returns for investors, the rigour around their...

Jun 1, 2022

Talk Investment with Mark Wenzel talk to Rob Promisel from Resolution Capital about their Global Real Estate Fund. 

Global Real Estate offers opportunities that are not available in Australia such as Healthcare, technology data centres and Built to rent properties, which Resolution Capital own. 

This is a great insight...