Volatility and the implications for your portfolio
Contango Asset Management
Contango Asset Management has recently concluded a national investor roadshow. As part of the roadshow members of the Contango investment team shared their insights into the current market and how they are going about portfolio construction across large, mid and micro cap equities. In this video George Boubouras, Chief Investment Officer of Contango Asset Management, provides an introduction to Contango Asset Management, an overview of the current macro economic environment and uses stock specific examples to illustrate the strategies he is using when constructing a large cap portfolio.
. To access the EX30 Income Fund video click this (VIEW LINK) . To access the Microcap Portfolio video click this (VIEW LINK)
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Contango uses a combination of top down and bottom up analysis to identify the most attractive investment opportunities in the Australian share market. Contango's Business Cycle approach enables us to shift between growth and value depending on market conditions. We undertake detailed analysis of economic and industry trends to assist us in identifying sector themes, such as the China induced demand for commodities. Our in depth company research enables us to identify those companies that have the strategies, management capabilities and business environment to deliver superior returns.
2 topics
Contango Asset Management
Fund Manager
Contango uses a combination of top down and bottom up analysis to identify the most attractive investment opportunities in the Australian share market. Contango's Business Cycle approach enables us to shift between growth and value depending on...
Expertise
No areas of expertise
Contango Asset Management
Fund Manager
Contango uses a combination of top down and bottom up analysis to identify the most attractive investment opportunities in the Australian share market. Contango's Business Cycle approach enables us to shift between growth and value depending on...
Expertise
No areas of expertise
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