Look outside the top 20 for greater returns
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With the ASX 20 predicted to deliver minimal growth over the next three years, investors seeking outsized returns and strong growth should look beyond the top 20 to uncover future-focused companies. That’s where our Ex-20 team expects earnings to grow at a healthy 7.8%.*
Diversify with our Ex-20 Fund for:
- Higher returns.
- Reduced exposure to ‘dinosaur’ industries such as banks and resources.
- Less volatility and lower fees compared to small and mid caps.
- More diversity in a less efficient part of the market.
Discover tomorrow's blue chips
*as at 31 January 2024, Factset consensus has a 3-year EPS CAGR of -0.5% for the ASX 20 and 7.8% for the ASX 300 ex 20.
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Dion is Executive Chairman and Head of Australian Equities. He is responsible for leading the Australian Equities team, and is a Porfolio Manager focussed on large cap equities.
Prior to transitioning to Yarra Capital Management, Dion was the Head of Australian Equities of Goldman Sachs Asset Management, a position he held since July 2007.
He was previously a Fund Manager at Citadel Investment Group based in New York where he managed a long/short portfolio. He also worked as an Analyst and Fund Manager for Boston-based Fidelity Investments, where he was responsible for managing a diversified fund.
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