Australia's top fund managers stock tips
Today is part 1 of Under the Radar Report's Australia's top fund managers' round table where our editor Richard Hemming interviews Australia's top fund managers and uncovers their stock tips. Australia's top fund managers give their opinion on the big picture, the small picture and all that lies in between.
This is a must read for ASX investors looking to profit from the thoughts of Australia's top fund managers during this time of unprecedented change and with 30 June results just around the corner.
Australia's top fundmanagers give interesting and varied stock tips
Under the Radar Report have been hosting Australia's top fund managers' round table for nine year's, but we think this one ranks as the most interesting. There are bigger differences between the Australia's top fund managers’ responses on the big questions; there is an element of uncertainty, maybe even humility; and the stocks they are buying and selling are right across the spectrum.
It pays to listen to the experts. If you are not a subscriber, join us today to access the stock tips from Australia's top fund managers (issue 404).
The fact that each of the top fund manager's respective portfolios are completely different highlights that we are in a stock picking environment. I was particularly interested in how much cash each top fund manager is holding. Market timing is one of the hardest things to get right and cash levels give a lot away.
The top fund managers in today's report:
Chris Prunty, Portfolio Manager, QVG Capital
Andy Gracey, Portfolio Manager, Australian Ethical Investment
Karl Siegling, Principal at Cadence Capital
Tobias Yao, Portfolio Manager, Wilson Asset Management
Steven McCarthy, Portfolio Manager, DMX Asset Management
Richard Bailey, Portfolio Manager, Kuttabul Capital Management
Andrew Brown, Portfolio Manager and Former Head of Equities at Rothschild Australia
The Idle Speculator, Portfolio Manager, Under the Radar Repor
The questions these top fund managers answer in today's report:
What have you learned about investing this year?
What structural changes/trends do you think COVID-19 has brought about and will they persist?
- How much cash are you holding in your portfolio?
- What are your big winners this year and have you been taking profits?
- What are your biggest losers this year and what did you learn?