Buy Hold Sell, by Livewire Markets

Why you should only focus on your best ideas (and 2 to get you started)


Listen Later

Back in May, Livewire sat down with the chief investment officer of a family office - i.e. the steward of a billionaire client's wealth. 

The main takeaway, for this anonymous writer at least, was that Australia's ultra-wealthy are on the hunt for concentrated, high-conviction funds - those that hold a smaller number of stocks, look very different from the benchmark, and generate returns far different from the index too. 

So in this episode of Buy Hold Sell, we're hoping we can learn what sets these types of funds apart - and of course, whether investors at home can replicate these strategies too. 

To do that, Livewire's Ally Selby was joined by Magellan's Alan Pullen and Loftus Peak's Alex Pollak. They share the case for concentrated strategies, how they identify the stocks that make their way into portfolios, the perfect number of holdings, ideal holding times and turnover. 

They also provide an example of a stock that didn't perform as expected and what they learnt from that, their best-performing positions since their funds' inception, and their highest conviction ideas from their portfolio of best ideas for markets today. 

Note: This episode of Buy Hold Sell was recorded on Wednesday, 17 July 2024. You can read an edited transcript below.

https://www.livewiremarkets.com/wires/why-you-should-only-focus-on-your-best-ideas-and-2-to-get-you-started 

 

...more
View all episodesView all episodes
Download on the App Store

Buy Hold Sell, by Livewire MarketsBy Livewire Markets


More shows like Buy Hold Sell, by Livewire Markets

View all
CommSec Market Update by CommSec

CommSec Market Update

15 Listeners

Motley Fool Money by LiSTNR

Motley Fool Money

85 Listeners

NAB Morning Call by Phil Dobbie

NAB Morning Call

19 Listeners

The Money Puzzle by The Australian

The Money Puzzle

48 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

57 Listeners

The Rules of Investing by Livewire Markets

The Rules of Investing

13 Listeners

Your Wealth by NAB

Your Wealth

5 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

24 Listeners

Australian Finance Podcast by Rask

Australian Finance Podcast

30 Listeners

Get Started Investing by Equity Mates Media

Get Started Investing

37 Listeners

The Call from ausbiz by ausbiz

The Call from ausbiz

8 Listeners

Investing Compass by Morningstar Australia

Investing Compass

28 Listeners

The Money Café with Alan Kohler by Intelligent Investor

The Money Café with Alan Kohler

32 Listeners

Chanticleer by Australian Financial Review

Chanticleer

13 Listeners

The Fin by Australian Financial Review

The Fin

20 Listeners