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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.
Compound your wisdom!
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.
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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.
Compound your wisdom!
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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/
Compound your wisdom!
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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.
Compound your wisdom!
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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.
Compound your wisdom!
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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.
Compound your wisdom!
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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.
Compound your Wisdom!
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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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Talk Investment with Mark Wenzel speaks to James Kim from Intermede Investment Partners. Intermede manage around 25% of our allocation to global equities.
This is a fantastic discussion with James about Intermede, how they manage money, their core philosophies, identifying long-term growth compounders and sticking to your beliefs in difficult times.
This is an insightful discussion that will build on your investment knowledge and make you think about how you manage your own portfolio.
Compound your wisdom!
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Talk Investment with Mark Wenzel speaks to Jason Orthman from Hyperion about their Australian Growth Fund.
This is a powerful episode of the Talk Investment podcast. We cover all the major current and long term issues affecting investors. We delve deep into how returns are generated by a few companies, how to identify those opportunities, how to see through the noise of markets to stick with the winners, holding periods, compounding and much more.
This is a must listen to episode from a manager who is very clear on their investment process and vision for their portfolios.
Compound your wisdom!
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Talk Investment with Mark Wenzel speaks to Schroder Alternatives Director about their private equity fund.
Private Equity is an asset class favoured by large investors such as The Future Fund and Industry Super Funds due to its stable returns, long-term investing horizon and the quality of the companies available.
We talk everything private equity, the 3 areas they focus their investments, how they identify opportunities, leverage, their history and how they see the future for private equity.
This is a great episode to expand your investment horizon.
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Talk Investment with Mark Wenzel meets with our partner Fidelity to discuss the Emerging Markets fund in The Hopkins Group Managed Discretionary Account service.
Emerging Markets are an increasingly important component of global equity investing and having a partner the size and scale of Fidelity is important to drive returns.
Anthony and I discuss the definition of emerging markets, in which countries these investment opportunities are spread, how the research is conducted on the investment universe through Fidelity and some recent purchases Fidelity expect to drive returns for many years to come.
Compound your wisdom!
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Talk Investment with Mark Wenzel meets with our Managed Discretionary Account partner Blackmore Capital, who manage our direct Australian Equities portfolio.
Marcus shares his investment principles, why he and Miles Bellman started Blackmore Capital, the impacts the 1987 stock market crash had on young Marcus and how it impacts him today.
He also covers the importantance of investment discipline, investment biases and the portfolio construction theory.
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Talk Investment with Mark Wenzel speaks to Robert Talevski from our Managed Discretionary Account research partner Activus Investment Advisors.
This episode is a short introduction to our Managed Discretionary Account research partner. We go in depth with Robert on his career history, why he started Activus, what his investment foundations are, how he identifies managers for the portfolio, how he manages biases, the Activus team and how he works with the investment committee.
If you want to learn about the inner workings of The Hopkins Group Managed Discretionary Account, this episode is a must.
Compound your wisdom!
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Talk Investment with Mark Wenzel speaks to Simon & Toby on Global Small Caps. Smaller Companies internationally have outperformed their larger counterparts over the long term.
The discussion focuses on their investment process, how they identify opportunities and comparisons with Australian smaller company counterparts.
This is an informative edition for all investors.
Compound your wisdom!
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Talk Investment with Mark Wenzel speaks with Mark Mazzarella from APN Property Group about the APN AREIT Fund.
AREITs have been one of the best performing sectors on the exchange over the last 20 years, punctuated by the GFC and most recently COVID-19.
We delve into the current state and outlooks for each subsector of AREITs: Retail, Office, Industrial & Residential development. Each of these sectors provide unique opportunities for investors and are trading at premiums and discounts to their long-term valuations. It presents risks and opportunities for investors.
We aim to provide insight to help you make good decisions when investing in Real Estate Investment Trusts.
Compound your wisdom!
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Disclaimer: Please note this 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: 103 642 888 AFSL: 227748
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Talk Investment with Mark Wenzel speaks to Brad Carlin Smith from The Hopkins Group about property. We discuss:
Melbourne Property market How to buy property in a red hot market Why a buyers advocate might be your best investment Is now a good time to buy in unloved area's and what those area's are? Why property will continue to be an attractive wealth accumulation medium.A must listen to episode from another expert from The Hopkins Group.
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
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Talk Investment speaks to Tim Samway from Hyperion Asset Management.
Hyperion is an investment manager that believes in finding company's that can compound growth over the long term and aims to hold their investments for 10 years. Not your typical investment manager.
The performance has been stellar.
We discuss how to find the small number of companies that can grow and compound earnings over the long term, why high dividend paying companies are fools gold, the power of compounding earnings growth and investment returns and we discuss their bullish view on Tesla.
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
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