Candice and Felicity are joined for a chat with Ray David who's a Portfolio Manager and a member of the Portfolio Construction Committee within Schroders Australian Equities Team. Ray has been there since July 2012, and prior to Schroders, he worked in the top UBS Emerging Australian Companies team for several years and he was the number one rated small companies analyst in the Australian market. Pretty impressive! Sector responsibilities include media, technology services, software, and healthcare services. Coverage also extends to identifying opportunities in smaller cap to microcap companies, and unlisted investments. Ray joined Schroders in July 2012 from UBS in Sydney where he had held the position of Director and Analyst for Emerging Australian Companies focusing on general industrials, consumer discretionary, technology and services.

Candice and Felicity loved this chat, as Ray is a fountain of knowledge across a wide variety of sectors. They quiz Ray on the current state of play in the markets and where he’s investing at the moment in the portfolio he runs. 

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. 

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. 

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In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

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Talk Money To Me is a product of Equity Mates Media. 

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In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

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