Buy Hold Sell: Defensives – CCP, DUE, WOW
In uncertain times investors turn to companies with reliable earnings that can weather the storm. However, earnings certainty often commands a premium price and as we have seen, even the most defensives stocks can be disrupted. In this episode of Buy Hold Sell we look at three companies that have a history of providing reliable earnings in all market conditions. Matthew Kidman from Centennial Asset Management hosts Rhett Kessler from Pengana and Simon Shields from Monash Investors. The stocks discussed include Credit Corp, Duet Group, Woolworths and we also ask each panelist to share their preferred defensive pick. Click on the image below to watch the latest episode of Buy Hold Sell.
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In 2012, Monash Investors was established by two of Australia’s most experienced fund managers in Simon Shields and Shane Fitzgerald. In 2018 Sebastian Correia joined the team and is now a Co-Portfolio Manager.
Both Simon and Shane have over 30 years’ experience. Simon previously was Head of Australian Equities at UBS Global Asset Management and Colonial First State. Shane’s previous experience was with JP Morgan and UBS Global Asset Management. Sebastian previously worked at EY. Monash Investors offers investors an Australian equity exposure with a strategy of outperforming the S&P ASX Small Ordinaries Total Return Index over the medium term (5yrs).
4 stocks mentioned
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