Contango Asset Management 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 Shawn Burns, Portfolio Manager of the Contango EX30 Income Fund, provides an overview of how he is constructing his portfolio in the current investing environment.
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...
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