In the third episode of Livewire’s new podcast, we break from the traditional podcast format and sit down with three different guests at this week’s Future Generation Investment Forum. First, Matthew Kidman from Centennial Funds (and host of Buy Hold Sell) discusses some current risks in the market, two areas he’s avoiding, and the stock he’d own if the market closed for five years. Next, Geoff Wilson AO from Wilson Asset Management explains how they go about picking fund managers that are likely to outperform. Finally, Louise Walsh, CEO of Future Generation, explains how they pick charities for their donations and how they measure the success of their investments – the parallels with investment management are fascinating. You can listen to the podcast at the link below, or download it on iTunes.
Cracking little podcast, well worth a listen and great to get some views from Matthew Kidman.
Fantastic to have Matthew Kidman interviewed. Such a talent in our market. I listened to his interview twice. I liked Geoff's opinion on the people being the most important part of a FM business. So true. I tend to follow managers wherever they go. I really like these two LICs, they are great for all involved. Well done.
Agree with Matthew’s assessment of current geopolitical risk. The construction of provocations by the DPRK is being strategically managed; carefully being inserted into markets to create volatility and a subsequent buying opportunity.