Inside the Rope with David Clark

Ep 101: Catherine Allfrey - How to identify superior corporate DNA


Listen Later

Since it's inception in July 2009, Wavestone's Dynamic Australian Equity Fund has produced a respectable net of fee return of 11.5% to Aug 2021 compared to the ASX 300's 10.1%. In this episode, we discuss Cathrine's background, as well as her style of investing, and the metrics Wavestone use to value companies. With Cathrine a successful individual in the funds management industry, we were able to touch on some of the challenges facing females in the funds management industry today. Finally, Catherine provides her outlook on current markets, as we surpass record highs and continue to move forward.
Catherine has over 20 years of investment management experience working for companies such as SBC Warburg, Prudential and Colonial First State. She holds a Bachelor of Economics (major in Japanese) and a Graduate Diploma in Applied Finance and Investment.
Catherine’s background was as a bank credit analyst followed by stock analysis roles both for a stock broker and then a fund manager. Catherine became a portfolio manager for CFS in 2002 managing the Sector Neutral Fund as well as the Trans Tasman Share Fund.
...more
View all episodesView all episodes
Download on the App Store

Inside the Rope with David ClarkBy David Clark

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

3 ratings


More shows like Inside the Rope with David Clark

View all
Motley Fool Money by LiSTNR

Motley Fool Money

89 Listeners

NAB Morning Call by Phil Dobbie

NAB Morning Call

22 Listeners

The Money Puzzle by The Australian

The Money Puzzle

43 Listeners

Your Wealth by NAB

Your Wealth

9 Listeners

The Rules of Investing by Livewire Markets

The Rules of Investing

14 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

64 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

30 Listeners

Money of Mine by Mineral Media

Money of Mine

24 Listeners

Buy Hold Sell, by Livewire Markets by Livewire Markets

Buy Hold Sell, by Livewire Markets

4 Listeners

The Call from ausbiz by ausbiz

The Call from ausbiz

4 Listeners

FEAR & GREED | Business News by Fear and Greed

FEAR & GREED | Business News

8 Listeners

The Money Café with Alan Kohler by Intelligent Investor

The Money Café with Alan Kohler

30 Listeners

The Good Oil with Scott Phillips by LiSTNR

The Good Oil with Scott Phillips

5 Listeners

Chanticleer by Australian Financial Review

Chanticleer

15 Listeners

The Fin by Australian Financial Review

The Fin

16 Listeners