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Talk Investment with Mark Wenzel - Alphinity Global

Talk Investment with Mark Wenzel

Release Date: 05/13/2020

Talk Investment with Mark Wenzel - Ardea Real Outcome Fund show art Talk Investment with Mark Wenzel - Ardea Real Outcome Fund

Talk Investment with Mark Wenzel

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 or duration risk and they have historically achieved higher returns during periods of increased volatility.   This discussion delves into how Ardea achieves their returns while eliminating the 2 biggest risks for fixed income investors. Compound...

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Talk Investment with Mark Wenzel

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 among our clients.  The focus of the discussion is the Premium Asia Fund which is 70% invested in the same strategy as the Premium China Fund. We speak about the the Asian consumers to desire for a better lifestyle leading to greater brand awareness, how Chinese...

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Talk Investment with Mark Wenzel - Alphinity Global show art Talk Investment with Mark Wenzel - Alphinity Global

Talk Investment with Mark Wenzel

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 Covid 19 crisis, their strict investment screening to identify companies that will upgrade their earnings and their belief in face to face meetings with company management to confirm their investment case. Compound your wisdom!

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Talk Investment with Mark Wenzel speak to Alex Milton from Novaport Capital about Australian Small Company investing. We talk about how Novaport are dealing with the Corona Virus, how they decide on investments in their portfolio and how they value company visits. Compound your wisdom!

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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 Covid 19 crisis, their strict investment screening to identify companies that will upgrade their earnings and their belief in face to face meetings with company management to confirm their investment case.

Compound your wisdom!