Valuation always matters

Livewire Exclusive

Livewire Markets

We recently sat down with Matthew Riordan, Co-Head of Australian Midcap at Paradice Investment Management, and asked him what he is currently cautious about. He is underweight domestic cyclicals and touched on the how the downturn in construction is yet to filter through and be felt by the economy. While nominating several quality Australian growth stocks, Matthew recalls the frothy markets of the late 90’s and cautions investors on the risks of losing sight of appropriate valuations today.

Some in the market are saying valuations don’t matter so much. But valuation always matters. We are concerned, these things can continue for a while… but at some stage it becomes unsustainable

Get Matthew’s view on this important issue in the video below.

About Paradice Investment Management

Since beginning in 1999, Paradice Investment Management has a proud record of delivering superior risk-adjusted returns and capital protection for our investors.

Visit the Paradice website

1 topic

1 contributor mentioned

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.