Markets, process and performance

Vince Pezzullo

Perpetual Asset Management (Australia)

Over the past few weeks I’ve been presenting to investors as part the Perpetual Equity Investment Company roadshow. Today I believe there are some important changes taking place in the market that have implications for the level of risk investors are taking to access equity returns.

Below is a replay of the presentation I recently gave Sydney that outlines our current views and approach to investing.

Topics covered

  • A review of the current markets and our view of valuations
  • Highlight where we are seeing some risks.
  • Detail on the amount of work that goes into assessing new investment opportunities.
  • A review of the top 5 investments we’ve made in the past 12 – 18 months, why we like these stocks and current valuations.

A copy of the presentation is available here: (VIEW LINK)

For more information please visit our website: (VIEW LINK)


Vince Pezzullo
Deputy Head of Equities
Perpetual Asset Management (Australia)

Vince is the Deputy Head of Equities at Perpetual Asset Management Australia and is the Portfolio Manager for Australian Share, Geared Australian Share and the Perpetual Equity Investment Company Limited (ASX:PIC).

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.