Has the tide turned for value investing? | James Williamson
Murdoch speaks with James Williamson the CIO at Wentworth Williamson about investing in deep value companies and private credit.
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In today’s ROCast, Murdoch speaks with James Williams, the Chief Investment Officer at Wentworth Williamson, about their equity fund and their stable income fund.
The equity fund is a "go-anywhere" strategy, investing in deep-value Australian listed companies with $60 million of funds under management. Meanwhile, their stable income fund, which is a private credit fund, targets a return of 5% above the RBA cash rate and has $100 million of funds under management.
If you are a value investor, then you may have had a tough number of years investing in current markets. On this point, I think you are really going to benefit from James's experience and insights. For me, the biggest question I have been wondering is, has the winter finally thawed for Aussie deep-value companies? James digs into how he thinks the health of a number of companies in deep-value territory is now healthier than ever. He also shares his outlook and what he thinks it means when value companies begin seeking mergers and acquisitions at the bottom of the market cycle.
Companies discussed include Fleetwood (ASX: FWD), Servcorp (ASX: SRV), BHP (ASX: BHP), Rio Tinto (ASX: RIO), Woodside Energy Group (ASX: WDS), Uranium companies, MRM, and more.
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Murdoch Gatti is the founder of York Wealth Management and a private wealth adviser to families, business owners and professionals.
York helps clients make better long-term decisions about how their capital is invested, structured and passed on. That covers portfolio construction, retirement and superannuation strategy, and planning for the transfer of wealth between generations.
Murdoch also hosts The Rate of Change, a podcast where he interviews fund managers, investors and business leaders, then tests what he hears against the data.
Outside work, Murdoch and his wife Yasmin have two young children.
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York Wealth Management Pty Ltd ABN 46 605 610 679 is a Corporate Authorised Representative (No. 001007972) of AD Advisory Services Pty Ltd ABN 68 005 830 802, AFSL No. 237058. Murdoch Gatti is an Authorised Representative (No. 001007979) of AD Advisory Services Pty Ltd.
This article contains general advice only. It has been prepared without taking into account your objectives, financial situation or needs. Before acting on it, you should consider whether it is appropriate to you in light of your objectives, financial situation and needs, and seek professional advice where appropriate. If a financial product is referred to, you should obtain and consider the relevant Product Disclosure Statement and Target Market Determination before making any decision about it.
Every reasonable effort has been made to ensure the information is accurate at the time of publication, but no representation or warranty is given as to its accuracy, completeness or currency. Views of podcast guests and other third parties are their own. Links to third-party websites are provided for convenience only; we do not endorse and are not responsible for their content. Past performance is not a reliable indicator of future performance.
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Murdoch Gatti is the founder of York Wealth Management and a private wealth adviser to families, business owners and professionals. York helps clients make better long-term decisions about how their capital is invested, structured and passed on....
Murdoch Gatti is the founder of York Wealth Management and a private wealth adviser to families, business owners and professionals. York helps clients make better long-term decisions about how their capital is invested, structured and passed on....
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