Brad Potter

Brad has 28 years’ experience primarily in the funds management and stockbroking industry, and has overall responsibility for managing the Nikko AM Australian equities team & portfolios. He has analyst responsibilities for the Banks.


A midcap miner outperforming the majors

Brad Potter

As a longtime observer and investor in mining companies, there are a number of key attributes I like them to exhibit. Iluka (ASX:ILU) fortunately displays these attributes in spades, which helps explain why it has outperformed the ASX200 accumulation index by +45% over the past year compared to BHP and... Show More

mineral sands ASX:ILU ILMENITE What the market missed

Banks are one standard deviation cheap versus the market

Brad Potter

A long anticipated royal commission, Commonwealth Bank of Australia (CBA) tripping over multiple banana skins and Australia and New Zealand Banking Group (ANZ) shrinking to greatness are all areas of interest in banks starting the year. Show More


From freezing the bubble to a beautiful China

Brad Potter

My recent visit to China highlighted three key themes: Firstly, the environmental crackdown, including the winter shutdown of dirty industries across the northern cities, will be felt globally. China’s air quality target requires a 50–70% reduction in annual emissions —a journey that may last more than a decade. Secondly, the... Show More

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