What we like and what we’re avoiding

Livewire Exclusive

Livewire Markets

Back in late 2017 when BHP was $26 and unloved, Troy Angus, Head of Australian large caps at Paradice Investment Management made the case for the stock in a Livewire interview. Fast-forward to today, and the stock is close to $40, and paying dividends. We recently sat down with Troy and asked if the big miners could have further to run.

In this short interview, Troy updates us on his outlook for the resources sector, the key drivers behind his thesis, and some preferred exposures. We also took the opportunity to get his outlook for the other pillar of the Australian market, financials, asking whether the sector could have some clear air with the Royal Commission behind us. Watch now to hear whether resources or banks could be the better bet ahead.

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 stock mentioned

2 contributors mentioned

Livewire Exclusive
Livewire Markets

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.


Please sign in to comment on this wire.

trending on livewire
Get the best of Livewire by signing up to our popular daily newsletter