The 3 best indicators of performance, top-down v bottom-up, private equity funds & more ft. Lincoln Smith, Kevin Toohey, Drew Meredith & Owen Rask

Kevin Toohey of Atchison Consultants and Lincoln Smith of Albourne Partners are investment researchers and consultants with expertise spanning multiple asset classes. 

In this Australian Investors Podcast episode, Drew Meredith, CFP and Owen Raszkiewicz host Kevin and Lincoln and get them to answer a bunch of questions around the macroeconomic outlook, how stock markets work and the way they invest. 

You each get three indicators to research and predict the 3-year performance of the stock market (e.g. factors, macro signals, etc.); but you can’t pick the same indicator the other person just picked. Meaning, we’ll go one at a time and you have to pick an indicator and explain how it helps you form a view.

What do you think is most compelling risk-adjusted market right now? Explain.

Why does the stock market go up over the long run?

How much of the way you invest your own money is top-down versus bottom-up?

What is the number-one question you’re getting right now?

What’s one thing you believe about investing that few people agree with you on?

Resources:

• Find Lincoln Smith on Albourne.com
• Kevin Toohey on Atchison Consultants
• Drew Meredith on Wattle Partners
• Owen Rask on Twitter

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