Talk Investment with Mark Wenzel speaks to Julian McCormack from Platinum Asset Management.

The discussion provides a mix of financial markets history, potential identification of a major turning point in financial markets, the risk of crowded trades, extreme valuation and a discussion on Tesla.  

This is a fascinating overview of markets from a contrarian investment group with terrific long term returns.  I feel this is an episode that could change the way you construct your portfolios for the future.  

Compound your wisdom!

Platinum Disclaimer

Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935, trading as Platinum Asset Management: Commentary reflects Platinum’s views and beliefs at the time of recording, which are subject to change without notice. Certain information contained herein constitutes "forward-looking statements".  Due to various risks and uncertainties, actual events or results, may differ materially and no undue reliance should be placed on those forward-looking statements. To the extent permitted by law, no liability is accepted by Platinum for any loss or damage as a result of any reliance on the information contained herein. Information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions. You should also read the latest relevant product disclosure statement before making any decision to acquire units in any of Platinum’s funds, copies are available at www.platinum.com.au.

Disclaimer

Please note the following podcast and information discussed within it are general in nature and don’t take into account individual situations, needs or goals.

Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances.

This podcast shouldn’t be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate.

Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748

Talk Investment with Mark Wenzel speaks to Courtney Wei from China AMC Funds Management.  

China AMC have a vast network of analysts and people on the ground in China to identify the best opportunities for investors.  We speak about the US China relationship under the Biden administration, China's 5 year plan, regulation in China after pulling the Ant IPO and why their portfolio is tilted toward the Chinese consumer and away from exporters. 

In this episode, we aim to increase your knowledge of China to give you greater confidence to invest in this important economy.  The opportunities for investors are vast and China AMC has the people and capability to identify mid & smaller sized companies to deliver growth for investors.

Compound your wisdom!

Disclaimer

Please note the following podcast and information discussed within it are general in nature and don’t take into account individual situations, needs or goals.

Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances.

This podcast shouldn’t be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate.

Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748

Talk Investment with Mark Wenzel speaks to James Stewart & Luke Smith about global resources. They are bullish on the outlook for some commodities and are able to access focused exposure in the global universe. The fund is a long short fund which suits the commodity cycle well, allowing them to profit in rising and falling markets.

We talk about why now is a great time to invest in a long / short resources fund, how inflation might benefit resource companies and where they see opportunities over the next 12 months.

Compound your wisdom!

Disclaimer

Please note the following podcast and information discussed within it are general in nature and don’t take into account individual situations, needs or goals.

Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances.

This podcast shouldn’t be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate.

Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748

In this episode Mark speaks to Christopher Joye from Coolabah Capital and the Australian Financial Review about finding Alpha in Fixed Income investment. Coolabah has been successful at generating Alpha for its investors in all its funds but we focus on the Smarter Money funds and listed Hybrid Exchange Traded Fund (ASX HBRD).  

Chris has been very accurate with his predictions on the property market over many years and particularly in 2020.  He correctly forecast only a small drop in house prices with a strong rebound in the second half of year. This has proven accurate and we discuss in detail his outlook for 2021 and beyond.

Compound your wisdom!

Disclaimer

Please note the following podcast and information discussed within it are general in nature and don’t take into account individual situations, needs or goals.

Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances.

This podcast shouldn’t be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate.

Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748

Talk Investment with Mark Wenzel speak to Alison Savas from Antipodes Listed Investment Company (ASX APL).  

Antipodes has struggled for both investment returns and with a large discount to net tangible assets. We speak about the impact on the investment team, commitment to their investment beliefs and why it is important to stay true even when things are not going your way.

After we address the issues APL we focus on they are going now to close the discount, by introducing a revolutionary Conditional Tender Offer, maintaining their focus on buying growth companies at reasonable prices and shorting companies they analyse as being overpriced.

We peer into the future with their assessment of what may tip the balance back toward value from growth companies (it might not be far away...), where they see companies with growth that are not over priced and which themes will drive future returns.

This is a great podcast for anyone seeking to understand the impact of short term underperformance on investment teams, why it is so important to maintain commitment to your investment beliefs and how to buy growth companies at reasonable prices.

Compound your wisdom!

Disclaimer

Please note the following podcast and information discussed within it are general in nature and don’t take into account individual situations, needs or goals.

Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances.

This podcast shouldn’t be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate.

Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748

Talk Investment with Mark Wenzel speaks with Kyle Macintyre from Firetrail absolute return fund.  We discuss in detail Firetrail's focus on 4 key beliefs when constructing portfolios:

a.  Every company has a price b.  Share prices follow earnings c.  Companies become mispriced when recent information is incorrectly extrapolated d.  Fundamental analysis allows the flexibility to capture opportunities

We discuss how the final decisions are made on whether a company is added to the portfolio and some recent additions to the portfolio in detail.

Compound your wisdom!

Disclaimer

Please note the following podcast and information discussed within it are general in nature and don’t take into account individual situations, needs or goals.

Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances.

This podcast shouldn’t be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate.

Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748

Talk Investment with Mark Wenzel speak to Mark Burgess from Bennelong Kardinia Capital about their Absolute Return fund.  

The Bennelong Kardinia Absolute Return Fund provides a maximum exposure to equity markets of 75%.  They have consistently had less exposure than this and have delivered solid returns.  They believe that protecting capital in down markets means that they have more exposure when markets recover.

Kardinia have a 'growth at a reasonable price' philosophy which means that they are neither growth or value managers.  You will hear how this benefits investors and the advantage it provides in the current market.

We discuss how the mindset of being 'short' differs from bring 'long' and how their rigorous process helps to identify long and short opportunities.

Compound your wisdom!

Disclaimer

Please note the following podcast and information discussed within it are general in nature and don’t take into account individual situations, needs or goals.

Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances.

This podcast shouldn’t be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate.

Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748

Talk Investment with Mark Wenzel speak to Richard Elmslie from Rare Infrastructure about investing in Infrastructure assets.

Infrastructure has unique characteristics which make them attractive for investors and great for improving the productivity of nations.

We delve into;

• What makes infrastructure an attractive investment
• Infrastructure as an inflation hedge
• The impact of rising interest rates on infrastructure investments (its not as bad as you think!)
• Sustainable & ESG infrastructure investment
• Emerging market infrastructure
• And much more!

Compound your wisdom!

About the Firm

RARE Infrastructure Limited and its related companies (“ClearBridge RARE”) are wholly owned by Franklin Resources, Inc., and part of ClearBridge Investments, LLC.. We maintain a culture of client focus, research-driven active management and ESG integration.

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Disclaimer

Please note the following podcast and information discussed within it are general in nature and don’t take into account individual situations, needs or goals.

Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances.

This podcast shouldn’t be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate.

Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748

Talk Investment with Mark Wenzel speaks to Damon Gosen from VanEck Exchange Traded Funds (ETFs).  In the second of a 2 part series, we learn about the ETFs Damon thinks you should have exposure to in your portfolio, the outlook for gold & why gold miners might be a better investment than buying gold directly and what might cause inflation to spike.

The ETFs we discuss in part 2:

1. US Wide Moat companies - ASX: MOAT
2. Global Gold Miners - ASX: GDX
3. Emerging Markets Factor weighted - ASX: EKMT

There is great insight in this episode.  We delve deep into how competitive advantages like Wide Moats can deliver superior returns, why gold miners can provide better returns than buying gold directly and why Emerging Markets are worth buying for your portfolio.

Compound your wisdom!

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Disclaimer

Please note the following podcast and information discussed within it are general in nature and don’t take into account individual situations, needs or goals.

Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances.

This podcast shouldn’t be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate.

Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748

Talk Investment with Mark Wenzel speaks to Damon Gosen from VanEck Exchange Traded Funds (ETFs).  In the first of a 2 part series, we learn about who VanEck are, how they are different from other ETF providers and how you can use them to boost your returns.

In this episode we discuss:

1. ASX Equal Weight ETF - ASX: MVA
2. Australian Real Estate exposure - ASX: MVB
3. China New Economy - ASX: CNEW
4. Quality global companies - ASX: QUAL & QHAL (Hedged)

There is great insight in this episode.  We delve deep into accessing return through factor investing, why equal weight provides additional return to ASX investors, why you should have exposure to the Chinese consumer and how a quality overlay adds downside protection while delivering superior returns.

Compound your wisdom!

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Disclaimer

Please note the following podcast and information discussed within it are general in nature and don’t take into account individual situations, needs or goals.

Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances.

This podcast shouldn’t be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate.

Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748