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.
- 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)