Buy Hold Sell, by Livewire Markets
Business:Investing
At last count, there are more than 55,000 publicly-listed companies across the globe.
That is a wealth of opportunity in anyone's language and it begs the question, how on earth does anyone decide what and where to invest in?
This is where the value of a fund manager really comes into play. Not only do fund managers each have an investment style that they pursue - whether it be growth, value, income, etc. - they also have a robust process for whittling down the plethora of available opportunities, to a portfolio of all-star stocks.
It's no easy feat, either - as we all know.
Fund managers need to have enough flexibility in their investment process to cater to changing market conditions and themes, but also be disciplined in their application of the process, to ensure they don't stray from their mandate, nor overreact when times are tough.
To shed some light on this balancing act and to share some insights into their processes, host David Thornton was joined by Nikki Thomas, from Magellan and Adam Chandler from Claremont Global.
Plus, they also outline the thesis on a high-conviction holding in their portfolios right now.
Note: This episode was filmed on September 20, 2023.
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Buy Hold Sell: 5 stocks to ride the financials rebound
Buy Hold Sell: 5 stocks for income and growth
Rewriting the rules on income
Buy Hold Sell: 5 big-caps for reliable dividends
Buy Hold Sell: 2 fundies clash on these stock ideas
The ship has sailed: Iceberg ahead?
Buy Hold Sell: 5 value stocks set to prosper in a bear market
Buy Hold Sell: 5 ex-20 stocks ready to roar
Opportunity or emergency? A guide to assessing capital raisings
Buy Hold Sell: 5 pandemic-resistant growth stocks
Buy Hold Sell: 6 companies that are set to come out swinging
Portfolio strategy: 4 ways to win in a changing world
Buy Hold Sell: 6 international stocks for the coronavirus economy
Buy Hold Sell: 5 beaten-down stocks, and 1 ‘high octane’ idea
Have share price falls overshot economic reality?
Buy Hold Sell: 5 cash earners for a crisis
Buy Hold Sell: 5 stocks for stormy markets
Is this really the next GFC?
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