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: 6 Stocks for 10 years
2007 highs in sight, can it beat beaten and how to buy in
Buy Hold Sell: 5 ex-20 stocks on a high
Buy Hold Sell: 5 Livewire reader requests
4 beaten down sectors (and if now's the time to buy)
Buy Hold Sell: 7 stocks for offence and defence
Buy Hold Sell: 5 of the most traded stocks
Building a sustainable income portfolio
Buy Hold Sell: 6 sustainable dividend stocks
Buy Hold Sell: 5 ETFs for a strong core
Buy Hold Sell: 5 quality small caps winning market share
Tips for using ETFs in an investment portfolio
Rotate or stay? Playing the small cap rally’s next phase
Buy Hold Sell: 7 ETFs exposed to structural growth themes
Buy Hold Sell: 5 small caps chasing big markets
Buy Hold Sell: 5 of Livewire's most searched stocks
Buy Hold Sell: 4 outstanding results (and 2 shockers)
Buy Hold Sell: 5 Comeback Kings
Buy Hold Sell: 5 pandemic-proof small caps
Digging for gems in the commodities market
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