2 Aussie companies running their own race

Dushko Bajic

First Sentier Investors

If COVID-19 has demonstrated anything, it’s the importance of owning high-quality companies that can run their own race. These are companies that are able to perform, regardless of underlying market conditions.

2020 has been consumed by noise about valuations and the risks this presents. What investors forget however, is that high performing growth companies with high valuations have proven to be very defensive in volatile times. Looking back at this volatile year for markets, it has been the high growth companies that have been the COVID winners and played a role in removing risk from the portfolio.

In this short video, I outline why growth companies will remain of high quality and importance, and provide two examples of Australian companies that have strong growth prospects ahead of them.

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2 stocks mentioned

Dushko Bajic
Head of Australian Equities Growth
First Sentier Investors

Dushko is Head of the Australian Equities Growth team at First Sentier Investors, and is responsible for managing the Wholesale Australian Share Fund and the Wholesale Concentrated Australian Share Fund. Dushko has over 20 years’ experience in the...

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