Vince Pezzullo

Earlier this week I presented to investors on the half year results for the Perpetual Equity Investment Company. I also shared our views on the current investment backdrop and discussed how we are positioning the portfolio in the current environment.

Key Points

  • Strong operating profit after tax of $22.7m
  • A fully franked interim dividend of 2.2cents per share, a 175% increase in 1H16
  • Portfolio performance for the 6 months to 31 December 2016 was 11.2%, outperforming the benchmark by 0.8%
  • The Net Tangible Asset backing per share was $1.083 after tax as at 31 December 2016

Perpetual Equity Investment Company 1H17 Results Presentation

0:00 – Results overview, Geoff Lloyd

4:50 – Markets, Process and Performance, Vince Pezzullo

11:20 – Contributors and Detractors – Vince Pezzullo

15:35 – Portfolio Positioning – Vince Pezzullo

18:25 – Shareholder Services

For more information please visit The Perpetual Equity Investment Company Website.


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