Antipodes Global Investment Company: A LIC with a well-managed portfolio of global equities

Peter Rae

Independent Investment Research has initiated coverage of Antipodes Global Investment Company (ASX:APL) a listed investment company that invests in a relatively concentrated long/short portfolio of global equities. Many domestic investors exhibit a home country bias, with Australian investor preferences often biased towards products and services that depend substantially on the performance of the Australian economy. APL provides the opportunity to help address this issue as well as access potentially stronger sources of growth and provide something of a hedge to the global competitive forces that may adversely impact some domestic companies. The portfolio is managed by Antipodes Partners Limited, a specialist funds manager with approximately $6 billion in funds under management and significant experience in global equities mandates. See our full report for more details.

Peter Rae

Peter has 35 years’ experience in the banking and finance industry, including 15 years as an equities analyst. Peter was a sector head in the equities research team at Morningstar with a focus on consumer and industrial companies.




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