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.

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Retail clients can access Northcape Capital’s Australian equities strategy exclusively via the Warakirri Ethical Australian Equities Fund and the Warakirri Concentrated Australian Equities Fund. More information on both funds is available at https://warakirri.com.au/our-funds/

Wholesale clients can access Northcape Capital’s Core Australian Equities Fund. More information is available at https://www.northcape.com.au/funds/

Disclaimer

The information provided in this podcast is issued by Northcape Capital Pty Ltd ABN 53 106 390 247 AFSL 281767 (Northcape) representing Northcape’s view on economic and market topics. The views and opinion of Northcape is provided for informational purposes only and are believed to be accurate at the time of publishing. The views and opinions expressed are subject to change without notice.  While the information herein has been prepared with all reasonable care, Northcape accepts no responsibility or liability for any errors, omissions or misstatements however caused. Northcape’s views and opinions do not constitute a recommendation to buy, sell, or hold any security, and should not be construed as investment advice.

The Warakirri Australian Equities funds referenced in this podcast are issued by Warakirri Asset Management Limited (ABN 33 057 529 370) (Australian Financial Services Licence Holder No. 246782). This website is maintained by Warakirri Asset Management and provides general product information only and does not constitute financial advice as it does not take into account an individual’s objectives, personal situation or needs and is not an offer or solicitation to enter into an agreement. Investors should not rely on the information in this podcast without first referring to the relevant fund’s Product Disclosure Statement (PDS), Additional Information Booklet and the Target Market Determination (TMD) for a description of the target market and seek independent advice from their financial adviser. A PDS for the Fund is available at Warakirri.com.au or by calling 1300 927 254. The PDS should be considered before making an investment decision. Investments entail risks, the value of investments can go down as well as up and investors should be aware they might not get back the full value invested. Portfolio holdings are subject to change. Past performance is not a reliable indicator of future performance. Investment decisions should not be made upon the basis of the any fund’s past performance or distribution rate, since each of these can vary.

Please feel free to reach out if you have any questions about my edits and the disclaimer.

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.

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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 visit:   https://thehopkinsgroup.com.au/service/rooming-houses/

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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.

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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.

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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 inclusion, why sustainable earnings are a crucial component of decision making and why S3 is a concentrated fund.

This is a great episode for investors looking for an ESG fund that focuses on sustainable, growing earnings and making positive change in society.

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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 structure with separate ethical and investment analysis teams. 

This is a great podcast for anyone interested in their investment money being used for good. We discuss the challenges of managing ethically focused investment money, the impact it can have for a better society and why socially aware companies are likely to outperform in the future.

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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.

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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 high income returns by gaining exposure to quality Australian corporate borrowers. You will gain a deeper understanding of how your money is invested and the risks involved.

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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.

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