INSight #381 with Nick Miller from Fortitude Investment Partners
Nick Miller from Fortitude Investment Partners speaks to Lachlan Maddock from The Inside Network about the sector expertise Fortitude Investment Partners has.
Monday 2nd September 2024
In a volatile environment, clients want predictable income more than excitement. Andrew Wielandt of DP Wealth Advisory, breaks down the core and satellite...
AI has made life harder for deep value investors. Caroline Cai of Pzena Investment Management argues valuation starting points still predict long term returns...
Christian Ryan from FinCap speaks to Laurence Parker-Brown from The Inside Network on implementing private markets in client portfolios.
Dion Hershan of Yarra Capital Management highlights mid‑caps as the market’s “sweet spot,” offering proven balance sheets and growth prospects without...
Tahn Sharpe and Peloton Partners’ Rob Jones get together to talk about the vexed issue of pricing in financial advice; who’s getting it right, how...
Private equity has been a consistent force in the private capital arena as both a source of capital for companies and returns for investors. Tahn Sharpe...
Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity...
In this episode, Jason Ye from S&P Dow Jones Indices explores the construction logic behind dividend and Growth at a Reasonable Price (GARP) benchmarks,...