Why I'm currently out of Aussie banks
Uday Cheruvu, Portfolio Manager of the Australian Companies Fund, says he has sold out of Australian banks as they are coming under a quadruple threat from capital, earnings, regulatory and dividend risks.
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We aim to build long term wealth together with our co-investors by finding and exploiting investment anomalies around the world, using a focused, patient and considered approach to finding simple investment ideas.
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