In this Australian Investors Podcast episode, your hosts Owen Rask and Andrew Hall discuss:

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– Welcome & introduction to Andrew Hall and Invesco

– What makes equities the best long-term asset class

– The 80/20 split: compounders vs improvers

– How Andrew defines a compounder and what separates them from improvers

– The role of change, leadership and industry dynamics in selecting improvers

– How the Invesco Global Opportunities Fund is structured and managed

– Lessons learned from major crises: the GFC, COVID-19, and more

– How Andrew made tough calls during the COVID crash

– Reflections on personal resilience, team strength, and managing under pressure

– Portfolio management discipline and handling uncertainty

Learn More About Invesco & the Global Opportunities Fund:

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📈 Start investing with Rask – https://bit.ly/R-invest

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❓ Ask a question – just select the Australian Investors Podcast – https://bit.ly/R-quest

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This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.

If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.

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