Markets, process and performance

Vince Pezzullo

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

Vince is Deputy Head of Equities and Portfolio Manager for Australian Share, Geared Australian Shares, Direct Equity Alpha and Perpetual Equity Investment Company (ASX: PIC).

Expertise

Perpetual Equity Investment Company ASX:PIC

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