Buy Hold Sell, by Livewire Markets
Business:Investing
At last count, there are more than 55,000 publicly-listed companies across the globe.
That is a wealth of opportunity in anyone's language and it begs the question, how on earth does anyone decide what and where to invest in?
This is where the value of a fund manager really comes into play. Not only do fund managers each have an investment style that they pursue - whether it be growth, value, income, etc. - they also have a robust process for whittling down the plethora of available opportunities, to a portfolio of all-star stocks.
It's no easy feat, either - as we all know.
Fund managers need to have enough flexibility in their investment process to cater to changing market conditions and themes, but also be disciplined in their application of the process, to ensure they don't stray from their mandate, nor overreact when times are tough.
To shed some light on this balancing act and to share some insights into their processes, host David Thornton was joined by Nikki Thomas, from Magellan and Adam Chandler from Claremont Global.
Plus, they also outline the thesis on a high-conviction holding in their portfolios right now.
Note: This episode was filmed on September 20, 2023.
Buy Hold Sell: 3 essential asset classes and 2 to avoid
Buy Hold Sell: 5 innovative growth stocks
How to find the next 100 bagger
Buy Hold Sell: 6 of Warren Buffett and Cathie Wood‘s top stocks
How to build a bulletproof income portfolio
Buy Hold Sell: 6 cracking ASX-listed income funds
Buy Hold Sell: 6 small caps on the rise
How to uncover the next small-cap champions
Buy Hold Sell: 5 stocks for the reopening
Buy Hold Sell: 5 of your most searched stocks
Two standout stocks and why the ASX will push higher
Buy Hold Sell: 5 big movers and 2 under-the-radar results
Buy Hold Sell: 5 stocks the brokers are backing
Finding the value in growth stocks
Buy Hold Sell: 5 durable growth stocks for your back pocket
Buy Hold Sell: 5 long-term compounders with dividends for days
Where to hunt for dividends in 2021 and beyond
Buy Hold Sell: 6 stocks set to supercharge their dividends
Two takes on the growing list of exchange-traded products
Buy Hold Sell: 3 LICs at a premium and 2 at a discount
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