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The Great Reopening

Tim Carleton

Auscap Asset Management

With the economy slowly opening up this week, we held a webinar on Tuesday, 12 October, to address a number of key factors on investors’ minds. How well are Australian households positioned? Who are likely to be the biggest beneficiaries from the reopening? Does this mean lockdown beneficiaries are now at risk? The Auscap Webinar – ‘The Great Reopening’ – took a closer look at these topics and more. Click here to view the replay (and earn 2hrs CPD)

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Tim Carleton is a Principal and Portfolio Manager at Auscap Asset Management (Auscap), a boutique equities long/short investment manager. This article contains information that is general in nature and does not constitute investment or any other form of advice. This article does not take into account the objectives, financial situation or needs of any particular person nor does it constitute a recommendation to be relied upon when making an investment or any other decision. You need to consider your financial needs before making any decision based on the information in this article and a person should obtain and consider the relevant disclosure document before deciding whether to invest in an Auscap fund. The Auscap Long Short Australian Equity Fund’s disclosure document, the Product Disclosure Statement, and the Auscap Global Equity Fund’s disclosure document, the Information Memorandum, are available from Auscap upon request. A copy of the Target Market Determination for the Auscap Long Short Australian Equity Fund, prepared in connection with the Design and Distribution Obligations, is available at www.auscapam.com/ddo. No part of this article is to be reproduced or disclosed without the prior written consent of Auscap. In relation to any MSCI data in this article, the MSCI data is comprised of a custom index calculated by MSCI for, and as requested by, Auscap. The MSCI information may only be used for your internal use, may not be reproduced or redisseminated in any form and may not be used as a basis for or component of any financial instruments or products or indices. None of the MSCI information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. Historical data and analysis should not be taken as an indication or guarantee of any future performance analysis, forecast or prediction. The MSCI information is provided on an “as is” basis and the user of this information assumes the entire risk of any use made of this information. MSCI, each of its affiliates and each other person involved in or related to compiling, computing or creating any MSCI information (collectively, the “MSCI Parties”) expressly disclaims all warranties (including, without limitation, any warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose) with respect to this information. Without limiting any of the foregoing, in no event shall any MSCI Party have any liability for any direct, indirect, special, incidental, punitive, consequential (including, without limitation, lost profits) or any other damages. (www.msci.com)

Tim Carleton
Chief Investment Officer
Auscap Asset Management

Tim founded Auscap Asset Management in 2012. He has 19 years’ experience in the financial services industry. From 2007 to 2011 he was an Executive Director at Goldman Sachs where he was responsible for managing an Australian equities long/short...

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