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What you're getting wrong about diversification with Adam Bajcarz | Apt Wealth
Everyone can talk-the-talk when it comes to diversification. But are our portfolios walking-the-walk? Today's guest doesn't think so.
Today we're joined by Adam Bajcarz, Head of Portfolio Management at Apt Wealth.
In this episode we focus on:
- Apt Wealth's investment philosophy and rules of portfolio construction
- Where Adam believes many advisers are getting diversification wrong
- How the investment team at Apt Wealth assess fund managers
- Adam's 5 P's of investing
- The emerging asset classes that Adam is seeing more of in Australia
----------
CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).
To claim your points, complete the CPD Quiz and we'll send you your certificate.
----------
Basis Points would not be possible without the support of our three launch partners:
- Orbis - Invest differently
- Milford Asset Management - Invested in the outcome
- CBOE - Local market, global opportunities
Thank you to all three partners for helping us keep all of our content free and accessible.
----------
Want more Basis Points?
- Sign up to the Basis Points email
- Join the conversation on LinkedIn
- Watch all episodes in full and relive some of our favourite clips on YouTube
----------
In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points 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.
----------
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
View all episodes
By Equity Mates MediaEveryone can talk-the-talk when it comes to diversification. But are our portfolios walking-the-walk? Today's guest doesn't think so.
Today we're joined by Adam Bajcarz, Head of Portfolio Management at Apt Wealth.
In this episode we focus on:
- Apt Wealth's investment philosophy and rules of portfolio construction
- Where Adam believes many advisers are getting diversification wrong
- How the investment team at Apt Wealth assess fund managers
- Adam's 5 P's of investing
- The emerging asset classes that Adam is seeing more of in Australia
----------
CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).
To claim your points, complete the CPD Quiz and we'll send you your certificate.
----------
Basis Points would not be possible without the support of our three launch partners:
- Orbis - Invest differently
- Milford Asset Management - Invested in the outcome
- CBOE - Local market, global opportunities
Thank you to all three partners for helping us keep all of our content free and accessible.
----------
Want more Basis Points?
- Sign up to the Basis Points email
- Join the conversation on LinkedIn
- Watch all episodes in full and relive some of our favourite clips on YouTube
----------
In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points 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.
----------
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.