Best of the Best: AI Hype, China Risk & Australia's Best Stocks - Julia Weng | Paradice Investments
Equity Mates Investing Podcast

Best of the Best: AI Hype, China Risk & Australia’s Best Stocks - Julia Weng | Paradice Investments

2025-12-03
We’re continuing Best of the Best series and today we’re joined by Julia Weng, portfolio manager at Paradice Investment Management, who has consistently beaten the ASX 200 in large-cap Aussie equities.Julia breaks down how she navigates banks, miners, defensives and the repeatable process behind Paradice’s edge.In this episode: • Why return-on-capital and aligned management teams drive Paradice’s stock picking • How Julia builds conviction: expert calls, field resea...
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