Welcome to the first in a new Lonsec Insights series called Manager in Focus. Manager in Focus aims to demystify the investment process and give access to the brightest minds in Australia’s investment community.
In this first Manager in Focus video, Peter Green, Head of Equities Research at Lonsec Research brings together Dushko Bajic, Head of Australian Equities, Growth at First Sentier Investors, Jared Pohl, Cofounder of ECP Asset Management and Stephen Wood, Principal and Portfolio Manager at Eiger Capital to discuss their qualitative research and investment processes, what they look for in target investments, how they have built and maintain their team and what they do when things don’t go as planned. Each of these managers run funds that have been rated as Highly Recommended by Lonsec Research in the recent Australian Equities review.
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Disclosure as at the date of publication: Lonsec receives fees from fund managers or product issuers for researching their financial product(s) using comprehensive and objective criteria. Lonsec receives subscriptions for providing research content to subscribers including fund managers and product issuers. Lonsec receives fees for providing investment consulting advice to clients, which includes model portfolios, approved product lists and other advice. Lonsec’s fees are not linked to the product rating outcome or the inclusion of products in model portfolios, or in approved product lists. Lonsec and its representatives, Authorised Representatives and their respective associates may have positions in the financial product(s) mentioned in this video, which may change during the life of this video, but Lonsec considers such holdings not to be sufficiently material to compromise any recommendation or advice.
Warnings: Past performance is not a reliable indicator of future performance. The information contained in this video is obtained from various sources deemed to be reliable. It is not guaranteed as accurate or complete and should not be relied upon as such. Opinions expressed are subject to change. This video is but one tool to help make investment decisions. The changing character of markets requires constant analysis and may result in changes. Any express or implied rating or advice presented in this video is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs (‘financial circumstances’) of any particular person. It does not constitute a recommendation to purchase, redeem or sell the relevant financial product(s).
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