Top fund managers: Bennelong Concentrated Australian Equities Fund

This week we look at a high-conviction portfolio with a local focus.

Summary: Fund manager Bennelong Australian Equity Partners offers a concentrated fund focused on companies set to deliver on the market’s earnings expectations. The fund takes a bottom-up approach but also favours companies with structural tailwinds, and has a considerable healthcare exposure due to the ageing population.

Key take-out: The fund managers invest in the fund and still think equities are a good place to invest. They say valuations are reasonable, but many companies are structurally challenged, so it pays to be selective.

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