Chris Stott, CIO at Wilson AM and Tim Carleton, PM at Auscap AM answered our questions on the Banks ahead of the current reporting period

Livewire Exclusive

Livewire Markets

Chris Stott, CIO at Wilson AM and Tim Carleton, PM at Auscap AM answered our questions on the Banks ahead of the current reporting period. Both fund managers are currently underweight the sector, a reflection of the great returns these businesses have delivered and in particular the recent run into this reporting period. Chris says he expects capital management to be a feature with balance sheets currently in tip top shape. Tim is cautious about the exposure the Banks have to the domestic housing market and wary on the current valuations based on historical price to book ratios. Unsurprisingly, the good news is that dividends will again be strong from the Banks. We talk expectations, risks and preferred holdings for the Banks in this &list=TLM9A1UF77Rbyqcyo6HbuMkG3ENdXfGD6_


Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.