Talk Investment with Mark Wenzel - Premium Asia
Talk Investment with Mark Wenzel
Release Date: 05/15/2020
Northcape Capital - Peiting Liang
Talk Investment with Mark Wenzel
Talk Investment with Mark Wenzel speaks to Peiting Liang from Northcape Capital. Northcape have a unique process where 4 investment managers run separate portfolios concurrently for a select portfolio. This approach reduces investor biases, can result in conviction holdings, and has seen significant outperformance. Learn about how Northcape select the companies portfolio managers can choose from, the key indicators they look for in companies, and how compounding has played out over 20 years. Compound your wisdom! Retail clients can access Northcape Capital’s Australian...
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India Avenue - Mugunthan Siva
Talk Investment with Mark Wenzel
I speak with Mugunthan Siva from India Avenue Equities about investing in India. India is an investment destination with massive potential. Over 1 billion people in a capitalist system where the average age is 29. These are great reasons to have exposure to India in your portfolio. A long-term investment time frame should see a handsome return. We discuss the importance of having close contact on the ground in India, the challenges of significant shareholdings, why small and mid-sized companies deliver a chunk of the return and where Mugunthan see opportunities in the future. Compound your...
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Rooming Houses - Brad Carlin-Smith & Stephen Boyd
Talk Investment with Mark Wenzel
In this episode, I have a round table discussion with The Hopkins Group own Steve Boyd, Head of Specialised Property Investment, and Brad Carlin-Smith, Head of Property Sales, about the hot segment of the property market, Rooming Houses. We discuss the key issues in building, buying and renting in a Rooming House. They are great cash generators for landlords and with the current rent shortage, bring valuable rental accommodation to the market. This episode provides great insight into Rooming Houses from 2 experts. To know more about rooming house and how we can help you, please...
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Short Stay property management - Lara Moro
Talk Investment with Mark Wenzel
Talk Investment with Mark Wenzel speaks to The Hopkins Group's own Lara Moro about the opportunity to generate more income from your property by taking on short stay tenants. Short stay has become a specialist area in the property management industry, with expertise required to maximize returns. Lara talks about the types of properties most in demand, how to set up the property to attract top reviews and why you should consider short stay for your property. Compound your wisdom!
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Milford Absolute Growth Fund - Jason Kururangi
Talk Investment with Mark Wenzel
We speak to Jason Kururangi from Milford Asset Management. The discussion centres on the investment process of Milford and the ability to protect capital by holding cash. The current cash position is 40%, so we delve deep into why they have taken this position and what they are holding to generate alpha for investors. This is a great discussion with Jason about Milford's Kiwi heritage, the unique investment process and where they see markets. Compound your wisdom!
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S3 Global Opportunities Fund - Anthony Doyle
Talk Investment with Mark Wenzel
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 their ESG ratings over a 5 year time frame while increasing their earnings. S3 is different to most ESG funds in the market. The discussion with Anthony fleshes the differences out with examples of current holdings in the fund, the process that is followed for...
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Australian Ethical Investments - Leah Willis
Talk Investment with Mark Wenzel
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 investment monies do better for society. Australian Ethical is a leader in the field with over 30 years as an ethically conscious investment manager. They have a strong track record of meeting their ethical principals and performance which they put down to their unique...
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Spheria Asset Management - Marcus Burns
Talk Investment with Mark Wenzel
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 small cap managers can add real value to your portfolio with selected exposure to this nimble sector. When markets are in the doldrums, it is usually a time for bargins. Compound your wisdom!
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Metrics Credit Partners - Andrew Lockhart
Talk Investment with Mark Wenzel
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 investment process and the risk of capital impairment. We talk about the Direct Income Fund and the listed investment trust alternatives, which represent an opportunity to buy exposure at a discount to Net Assets. This is a great podcast for anyone looking for...
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Resolution Capital - Robert Promisel
Talk Investment with Mark Wenzel
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 into the differences between Australian Real Estate Investment Trusts and Global Real Estate Investment Trusts, a deep dive into 2 current holdings in the portfolio and the outlook for Global Real Estate. Compound your wisdom!
info_outlineIn 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 technology companies are different from US techs and how the SARS virus prepare Asian companies for the Covid 19 shutdown.
Compound your wisdom!
Talk Investment with Mark Wenzel is a podcast presented by The Hopkins Group. Visit us online at thehopkinsgroup.com.au
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Disclaimer:
Please note the following podcast and information discussed within it are general in nature and doesn’t take into account individual situations, needs or goals.
Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances.
This podcast shouldn’t be relied upon as advice - you will need to satisfy yourself through independent means that any decisions based on this material are appropriate.
Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748