The bout of volatility on share markets in Australia and around the world is showing no signs of easing, with another 2 per cent drop on our local bourse today. Against this backdrop, Watermark Funds Management portfolio manager Justin Braitling will be on the line on Tuesday at 12.30pm to talk about his focus on absolute returns, rather than performance compared to an index. He operates two listed investment companies – the Watermark Market Neutral Fund and the Australian Leaders Fund – and will explain his approach to portfolio construction and diversification.
On Wednesday at 12pm, our income analyst James Samson will offer an update on the performance of the Income First model portfolio. The portfolio is now 51 per cent invested with nine stocks, so don’t miss your opportunity to ask any questions you have.
On Thursday at 10.30am, brightday’s Kirstie Spicer will speak to OC Funds Management’s head of investments Robert Frost. The OC Dynamic Equity Fund has returned 12.8 per cent per annum since inception, while the manager also offers a fund focused on small companies and another with a concentrated strategy.
Kirstie Spicer, along with brightday’s Jason Westerhof, will also take your questions about investing in shares inside your super at 12.30pm on Thursday.
On Friday at 11am, LIC analyst Mitchell Sneddon will host Tom Millner, CEO of BKI Investment Company. Millner is well-known as the son of Robert Millner, chairman of Washington H. Soul Pattinson and Co, and comes from a long line of investors – Tom’s great great grandfather Lewy Pattinson helped Soul Patts list in 1903. BKI is in the LIC model portfolio, so get ready to ask your questions about Millner’s outlook on the investing world.
Eureka Report subscribers have exclusive access to these interviews, so do make the most of them by sending in your questions. You can click here to register for any event and receive a reminder email when it’s coming up.
Managing editor James Kirby is on leave.