Talk Investment with Mark Wenzel

Talk Investment with Mark Wenzel speaks to Peiting Liang from Northcape Capital.  Northcape have a unique process where 4 investment managers run separate portfolios concurrently for a select portfolio. This approach reduces investor biases, can result in conviction holdings, and has seen significant outperformance. Learn about how Northcape select the companies portfolio managers can choose from, the key indicators they look for in companies, and how compounding has played out over 20 years. Compound your wisdom!     Retail clients can access Northcape Capital's Australian equities strategy exclusively via the Warakirri Ethical Australian Equities Fund and the Warakirri Concentrated Australian Equities Fund. More information on both funds is available at https://warakirri.com.au/our-funds/   Wholesale clients can access Northcape Capital's Core Australian Equities Fund. More information is available at https://www.northcape.com.au/funds/   Disclaimer The information provided in this podcast is issued by Northcape Capital Pty Ltd ABN 53 106 390 247 AFSL 281767 (Northcape) representing Northcape's view on economic and market topics. The views and opinion of Northcape is provided for informational purposes only and are believed to be accurate at the time of publishing. The views and opinions expressed are subject to change without notice.  While the information herein has been prepared with all reasonable care, Northcape accepts no responsibility or liability for any errors, omissions or misstatements however caused. Northcape's views and opinions do not constitute a recommendation to buy, sell, or hold any security, and should not be construed as investment advice.   The Warakirri Australian Equities funds referenced in this podcast are issued by Warakirri Asset Management Limited (ABN 33 057 529 370) (Australian Financial Services Licence Holder No. 246782). This website is maintained by Warakirri Asset Management and provides general product information only and does not constitute financial advice as it does not take into account an individual's objectives, personal situation or needs and is not an offer or solicitation to enter into an agreement. Investors should not rely on the information in this podcast without first referring to the relevant fund's Product Disclosure Statement (PDS), Additional Information Booklet and the Target Market Determination (TMD) for a description of the target market and seek independent advice from their financial adviser. A PDS for the Fund is available at Warakirri.com.au or by calling 1300 927 254. The PDS should be considered before making an investment decision. Investments entail risks, the value of investments can go down as well as up and investors should be aware they might not get back the full value invested. Portfolio holdings are subject to change. Past performance is not a reliable indicator of future performance. Investment decisions should not be made upon the basis of the any fund's past performance or distribution rate, since each of these can vary.   Please feel free to reach out if you have any questions about my edits and the disclaimer.

I speak with Mugunthan Siva from India Avenue Equities about investing in India. India is an investment destination with massive potential. Over 1 billion people in a capitalist system where the average age is 29. These are great reasons to have exposure to India in your portfolio. A long-term investment time frame should see a handsome return. We discuss the importance of having close contact on the ground in India, the challenges of significant shareholdings, why small and mid-sized companies deliver a chunk of the return and where Mugunthan see opportunities in the future. Compound your wisdom!

In this episode, I have a round table discussion with The Hopkins Group own Steve Boyd, Head of Specialised Property Investment, and Brad Carlin-Smith, Head of Property Sales, about the hot segment of the property market, Rooming Houses. We discuss the key issues in building, buying and renting in a Rooming House. They are great cash generators for landlords and with the current rent shortage, bring valuable rental accommodation to the market.  This episode provides great insight into Rooming Houses from 2 experts. To know more about rooming house and how we can help you, please visit:   https://thehopkinsgroup.com.au/service/rooming-houses/ Compound your wisdom!

Talk Investment with Mark Wenzel speaks to The Hopkins Group's own Lara Moro about the opportunity to generate more income from your property by taking on short stay tenants.  Short stay has become a specialist area in the property management industry, with expertise required to maximize returns. Lara talks about the types of properties most in demand, how to set up the property to attract top reviews and why you should consider short stay for your property. Compound your wisdom!

We speak to Jason Kururangi from Milford Asset Management. The discussion centres on the investment process of Milford and the ability to protect capital by holding cash. The current cash position is 40%, so we delve deep into why they have taken this position and what they are holding to generate alpha for investors. This is a great discussion with Jason about Milford's Kiwi heritage, the unique investment process and where they see markets. Compound your wisdom!

Mark Wenzel speaks to Anthony Doyle from S3 Global Opportunities Fund by Firetrail.  S3 is a sustainable fund that focuses on identifying companies whose earnings are going to grow while making a positive difference to society. S3 is not constrained by ratings agencies, preferring to research companies who will improve their ESG ratings over a 5 year time frame while increasing their earnings.  S3 is different to most ESG funds in the market. The discussion with Anthony fleshes the differences out with examples of current holdings in the fund, the process that is followed for inclusion, why sustainable earnings are a crucial component of decision making and why S3 is a concentrated fund. This is a great episode for investors looking for an ESG fund that focuses on sustainable, growing earnings and making positive change in society. Compound your wisdom!  

Talk Investments with Mark Wenzel speaks to Leah Willis, Head of Client Relationships with Australian Ethical. Ethical, Socially Responsible or Conscious Capital are terms that are gaining important traction among investors. There has been a genuine shift in the desire of investors to have their superannuation and investment monies do better for society.  Australian Ethical is a leader in the field with over 30 years as an ethically conscious investment manager. They have a strong track record of meeting their ethical principals and performance which they put down to their unique structure with separate ethical and investment analysis teams.  This is a great podcast for anyone interested in their investment money being used for good. We discuss the challenges of managing ethically focused investment money, the impact it can have for a better society and why socially aware companies are likely to outperform in the future. Compound your wisdom!

Talk Investment with Mark Wenzel meets with Marcus Burns from Spheria Asset Management. The vicious sell off in small caps has presented opportunities for skilled asset managers. Marcus and I discuss the current market and where they are looking for opportunities to add alpha by following their investment process. Good small cap managers can add real value to your portfolio with selected exposure to this nimble sector. When markets are in the doldrums, it is usually a time for bargins. Compound your wisdom!

Talk Investment with Mark Wenzel speaks with Andrew Lockhart from Metrics Credit Partners.  Metrics Direct Income Fund is a holding in The Hopkins Group Managed Discretionary Account and widely used by our advisers for fixed income exposure.  We discuss how Metrics generate returns for investors, the rigour around their investment process and the risk of capital impairment. We talk about the Direct Income Fund and the listed investment trust alternatives, which represent an opportunity to buy exposure at a discount to Net Assets.  This is a great podcast for anyone looking for high income returns by gaining exposure to quality Australian corporate borrowers. You will gain a deeper understanding of how your money is invested and the risks involved. Compound your Wisdom!

Talk Investment with Mark Wenzel talk to Rob Promisel from Resolution Capital about their Global Real Estate Fund.  Global Real Estate offers opportunities that are not available in Australia such as Healthcare, technology data centres and Built to rent properties, which Resolution Capital own.  This is a great insight into the differences between Australian Real Estate Investment Trusts and Global Real Estate Investment Trusts, a deep dive into 2 current holdings in the portfolio and the outlook for Global Real Estate. Compound your wisdom!  

Talk Investment with Mark Wenzel speaks to James Kim from Intermede Investment Partners. Intermede manage around 25% of our allocation to global equities.  This is a fantastic discussion with James about Intermede, how they manage money, their core philosophies, identifying long-term growth compounders and sticking to your beliefs in difficult times. This is an insightful discussion that will build on your investment knowledge and make you think about how you manage your own portfolio. Compound your wisdom!

Talk Investment with Mark Wenzel speaks to Jason Orthman from Hyperion about their Australian Growth Fund. This is a powerful episode of the Talk Investment podcast. We cover all the major current and long term issues affecting investors. We delve deep into how returns are generated by a few companies, how to identify those opportunities, how to see through the noise of markets to stick with the winners, holding periods, compounding and much more. This is a must listen to episode from a manager who is very clear on their investment process and vision for their portfolios. Compound your wisdom!

Talk Investment with Mark Wenzel speaks to Schroder Alternatives Director about their private equity fund.  Private Equity is an asset class favoured by large investors such as The Future Fund and Industry Super Funds due to its stable returns, long-term investing horizon and the quality of the companies available.  We talk everything private equity, the 3 areas they focus their investments, how they identify opportunities, leverage, their history and how they see the future for private equity. This is a great episode to expand your investment horizon. Compound your wisdom!

Talk Investment with Mark Wenzel meets with our partner Fidelity to discuss the Emerging Markets fund in The Hopkins Group Managed Discretionary Account service. Emerging Markets are an increasingly important component of global equity investing and having a partner the size and scale of Fidelity is important to drive returns. Anthony and I discuss the definition of emerging markets, in which countries these investment opportunities are spread, how the research is conducted on the investment universe through Fidelity and some recent purchases Fidelity expect to drive returns for many years to come. Compound your wisdom!

Talk Investment with Mark Wenzel meets with our Managed Discretionary Account partner Blackmore Capital, who manage our direct Australian Equities portfolio.  Marcus shares his investment principles, why he and Miles Bellman started Blackmore Capital, the impacts the 1987 stock market crash had on young Marcus and how it impacts him today. He also covers the importantance of investment discipline, investment biases and the portfolio construction theory. Compound your wisdom!

Talk Investment with Mark Wenzel speaks to Robert Talevski from our Managed Discretionary Account research partner Activus Investment Advisors. This episode is a short introduction to our Managed Discretionary Account research partner. We go in depth with Robert on his career history, why he started Activus, what his investment foundations are, how he identifies managers for the portfolio, how he manages biases, the Activus team and how he works with the investment committee. If you want to learn about the inner workings of The Hopkins Group Managed Discretionary Account, this episode is a must. Compound your wisdom!

Talk Investment with Mark Wenzel speaks to Simon & Toby on Global Small Caps. Smaller Companies internationally have outperformed their larger counterparts over the long term.   The discussion focuses on their investment process, how they identify opportunities and comparisons with Australian smaller company counterparts. This is an informative edition for all investors. Compound your wisdom!

Talk Investment with Mark Wenzel speaks with Mark Mazzarella from APN Property Group about the APN AREIT Fund. AREITs have been one of the best performing sectors on the exchange over the last 20 years, punctuated by the GFC and most recently COVID-19.   We delve into the current state and outlooks for each subsector of AREITs: Retail, Office, Industrial & Residential development.  Each of these sectors provide unique opportunities for investors and are trading at premiums and discounts to their long-term valuations.  It presents risks and opportunities for investors.  We aim to provide insight to help you make good decisions when investing in Real Estate Investment Trusts. Compound your wisdom!    --   Disclaimer: Please note this podcast and information discussed within it are general in nature and don't take into account individual situations, needs or goals. Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances. This podcast shouldn't be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate. Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN: 103 642 888 AFSL: 227748

Talk Investment with Mark Wenzel speaks to Brad Carlin Smith from The Hopkins Group about property.  We discuss: Melbourne Property market How to buy property in a red hot market Why a buyers advocate might be your best investment Is now a good time to buy in unloved area's and what those area's are? Why property will continue to be an attractive wealth accumulation medium. A must listen to episode from another expert from The Hopkins Group. Compound your wisdom! Disclaimer Please note the following podcast and information discussed within it are general in nature and don't take into account individual situations, needs or goals. Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances. This podcast shouldn't be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate. Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748

Talk Investment speaks to Tim Samway from Hyperion Asset Management.   Hyperion is an investment manager that believes in finding company's that can compound growth over the long term and aims to hold their investments for 10 years.  Not your typical investment manager.   The performance has been stellar.   We discuss how to find the small number of companies that can grow and compound earnings over the long term, why high dividend paying companies are fools gold, the power of compounding earnings growth and investment returns and we discuss their bullish view on Tesla. Compound your wisdom! Disclaimer Please note the following podcast and information discussed within it are general in nature and don't take into account individual situations, needs or goals. Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances. This podcast shouldn't be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate. Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748  

Talk Investment with Mark Wenzel speaks to Julian McCormack from Platinum Asset Management. The discussion provides a mix of financial markets history, potential identification of a major turning point in financial markets, the risk of crowded trades, extreme valuation and a discussion on Tesla.   This is a fascinating overview of markets from a contrarian investment group with terrific long term returns.  I feel this is an episode that could change the way you construct your portfolios for the future.   Compound your wisdom! Platinum Disclaimer Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935, trading as Platinum Asset Management: Commentary reflects Platinum's views and beliefs at the time of recording, which are subject to change without notice. Certain information contained herein constitutes "forward-looking statements".  Due to various risks and uncertainties, actual events or results, may differ materially and no undue reliance should be placed on those forward-looking statements. To the extent permitted by law, no liability is accepted by Platinum for any loss or damage as a result of any reliance on the information contained herein. Information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions. You should also read the latest relevant product disclosure statement before making any decision to acquire units in any of Platinum's funds, copies are available at www.platinum.com.au. Disclaimer Please note the following podcast and information discussed within it are general in nature and don't take into account individual situations, needs or goals. Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances. This podcast shouldn't be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate. Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748      

Talk Investment with Mark Wenzel speaks to Courtney Wei from China AMC Funds Management.   China AMC have a vast network of analysts and people on the ground in China to identify the best opportunities for investors.  We speak about the US China relationship under the Biden administration, China's 5 year plan, regulation in China after pulling the Ant IPO and why their portfolio is tilted toward the Chinese consumer and away from exporters.  In this episode, we aim to increase your knowledge of China to give you greater confidence to invest in this important economy.  The opportunities for investors are vast and China AMC has the people and capability to identify mid & smaller sized companies to deliver growth for investors. Compound your wisdom! Disclaimer Please note the following podcast and information discussed within it are general in nature and don't take into account individual situations, needs or goals. Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances. This podcast shouldn't be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate. Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748    

Talk Investment with Mark Wenzel speaks to James Stewart & Luke Smith about global resources. They are bullish on the outlook for some commodities and are able to access focused exposure in the global universe. The fund is a long short fund which suits the commodity cycle well, allowing them to profit in rising and falling markets. We talk about why now is a great time to invest in a long / short resources fund, how inflation might benefit resource companies and where they see opportunities over the next 12 months. Compound your wisdom! Disclaimer Please note the following podcast and information discussed within it are general in nature and don't take into account individual situations, needs or goals. Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances. This podcast shouldn't be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate. Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748        

In this episode Mark speaks to Christopher Joye from Coolabah Capital and the Australian Financial Review about finding Alpha in Fixed Income investment. Coolabah has been successful at generating Alpha for its investors in all its funds but we focus on the Smarter Money funds and listed Hybrid Exchange Traded Fund (ASX HBRD).   Chris has been very accurate with his predictions on the property market over many years and particularly in 2020.  He correctly forecast only a small drop in house prices with a strong rebound in the second half of year. This has proven accurate and we discuss in detail his outlook for 2021 and beyond. Compound your wisdom!   Disclaimer Please note the following podcast and information discussed within it are general in nature and don't take into account individual situations, needs or goals. Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances. This podcast shouldn't be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate. Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748  

Talk Investment with Mark Wenzel speak to Alison Savas from Antipodes Listed Investment Company (ASX APL).   Antipodes has struggled for both investment returns and with a large discount to net tangible assets. We speak about the impact on the investment team, commitment to their investment beliefs and why it is important to stay true even when things are not going your way. After we address the issues APL we focus on they are going now to close the discount, by introducing a revolutionary Conditional Tender Offer, maintaining their focus on buying growth companies at reasonable prices and shorting companies they analyse as being overpriced. We peer into the future with their assessment of what may tip the balance back toward value from growth companies (it might not be far away...), where they see companies with growth that are not over priced and which themes will drive future returns. This is a great podcast for anyone seeking to understand the impact of short term underperformance on investment teams, why it is so important to maintain commitment to your investment beliefs and how to buy growth companies at reasonable prices. Compound your wisdom!   Disclaimer Please note the following podcast and information discussed within it are general in nature and don't take into account individual situations, needs or goals. Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances. This podcast shouldn't be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate. Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748  

Talk Investment with Mark Wenzel speaks with Kyle Macintyre from Firetrail absolute return fund.  We discuss in detail Firetrail's focus on 4 key beliefs when constructing portfolios: a.  Every company has a price b.  Share prices follow earnings c.  Companies become mispriced when recent information is incorrectly extrapolated d.  Fundamental analysis allows the flexibility to capture opportunities We discuss how the final decisions are made on whether a company is added to the portfolio and some recent additions to the portfolio in detail. Compound your wisdom!   Disclaimer Please note the following podcast and information discussed within it are general in nature and don't take into account individual situations, needs or goals. Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances. This podcast shouldn't be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate. Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748  

Talk Investment with Mark Wenzel speak to Mark Burgess from Bennelong Kardinia Capital about their Absolute Return fund.   The Bennelong Kardinia Absolute Return Fund provides a maximum exposure to equity markets of 75%.  They have consistently had less exposure than this and have delivered solid returns.  They believe that protecting capital in down markets means that they have more exposure when markets recover. Kardinia have a 'growth at a reasonable price' philosophy which means that they are neither growth or value managers.  You will hear how this benefits investors and the advantage it provides in the current market. We discuss how the mindset of being 'short' differs from bring 'long' and how their rigorous process helps to identify long and short opportunities. Compound your wisdom!   Disclaimer Please note the following podcast and information discussed within it are general in nature and don't take into account individual situations, needs or goals. Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances. This podcast shouldn't be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate. Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748    

Talk Investment with Mark Wenzel speak to Richard Elmslie from Rare Infrastructure about investing in Infrastructure assets. Infrastructure has unique characteristics which make them attractive for investors and great for improving the productivity of nations. We delve into; What makes infrastructure an attractive investment Infrastructure as an inflation hedge The impact of rising interest rates on infrastructure investments (its not as bad as you think!) Sustainable & ESG infrastructure investment Emerging market infrastructure And much more! Compound your wisdom! About the Firm RARE Infrastructure Limited and its related companies (“ClearBridge RARE”) are wholly owned by Franklin Resources, Inc., and part of ClearBridge Investments, LLC.. We maintain a culture of client focus, research-driven active management and ESG integration. -- Disclaimer Please note the following podcast and information discussed within it are general in nature and don't take into account individual situations, needs or goals. Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances. This podcast shouldn't be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate. Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748    

Talk Investment with Mark Wenzel speaks to Damon Gosen from VanEck Exchange Traded Funds (ETFs).  In the second of a 2 part series, we learn about the ETFs Damon thinks you should have exposure to in your portfolio, the outlook for gold & why gold miners might be a better investment than buying gold directly and what might cause inflation to spike. The ETFs we discuss in part 2: US Wide Moat companies - ASX: MOAT Global Gold Miners - ASX: GDX Emerging Markets Factor weighted - ASX: EKMT There is great insight in this episode.  We delve deep into how competitive advantages like Wide Moats can deliver superior returns, why gold miners can provide better returns than buying gold directly and why Emerging Markets are worth buying for your portfolio. Compound your wisdom! Talk Investment with Mark Wenzel is a podcast presented by The Hopkins Group. Visit us online at thehopkinsgroup.com.au -- Disclaimer Please note the following podcast and information discussed within it are general in nature and don't take into account individual situations, needs or goals. Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances. This podcast shouldn't be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate. Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748    

Talk Investment with Mark Wenzel speaks to Damon Gosen from VanEck Exchange Traded Funds (ETFs).  In the first of a 2 part series, we learn about who VanEck are, how they are different from other ETF providers and how you can use them to boost your returns. In this episode we discuss: ASX Equal Weight ETF - ASX: MVA Australian Real Estate exposure - ASX: MVB China New Economy - ASX: CNEW Quality global companies - ASX: QUAL & QHAL (Hedged) There is great insight in this episode.  We delve deep into accessing return through factor investing, why equal weight provides additional return to ASX investors, why you should have exposure to the Chinese consumer and how a quality overlay adds downside protection while delivering superior returns. Compound your wisdom! Talk Investment with Mark Wenzel is a podcast presented by The Hopkins Group. Visit us online at thehopkinsgroup.com.au -- Disclaimer Please note the following podcast and information discussed within it are general in nature and don't take into account individual situations, needs or goals. Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances. This podcast shouldn't be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate. Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748    

Talk Investment with Mark Wenzel speak's to Grant Hackett, CEO of Generation Life about Investment Bonds.  Investment Bonds are a structure that provide significant flexibility in your financial planning. Some of the advantage of Investment Bonds are: Tax effective Flexible wealth transfer vehicle Ideal long term savings plans Great strategy tool as a part of your financial plan This is an insightful discussion with one of Australia's great Olympians about an investment vehicle that can benefit you.  The uses of investment bonds are diverse and flexible in your long term financial planning. Compound your wisdom! Talk Investment with Mark Wenzel is a podcast presented by The Hopkins Group. Visit us online at thehopkinsgroup.com.au -- Disclaimer Please note the following podcast and information discussed within it are general in nature and don't take into account individual situations, needs or goals. Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances. This podcast shouldn't be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate. Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748  

Talk Investment with Mark Wenzel talk to Sam Morris from Ardea Real Outcome Fund.   Fixed Income is a difficult asset class right.  Interest rates are low, credit risk is increased and you have to accept long duration tail risk for higher returns.  The Ardea Real Outcome Fund is different.  It does not take any credit or duration risk and they have historically achieved higher returns during periods of increased volatility.   This discussion delves into how Ardea achieves their returns while eliminating the 2 biggest risks for fixed income investors. Compound your wisdom! Talk Investment with Mark Wenzel is a podcast presented by The Hopkins Group. Visit us online at thehopkinsgroup.com.au -- Disclaimer: Please note the following podcast and information discussed within it are general in nature and doesn't take into account individual situations, needs or goals. Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances. This podcast shouldn't be relied upon as advice - you will need to satisfy yourself through independent means that any decisions based on this material are appropriate. Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748    

In this episode of Talk Investment with Mark Wenzel, we speak to Jonathan Wu from Premium China Funds Management. Premium China Funds Management have been investing in Asia for Australian investors since 2004.  Their flagship fund, the Premium China Fund, has a strong track record of performance and is widely owned among our clients.  The focus of the discussion is the Premium Asia Fund which is 70% invested in the same strategy as the Premium China Fund. We speak about the the Asian consumers to desire for a better lifestyle leading to greater brand awareness, how Chinese technology companies are different from US techs and how the SARS virus prepare Asian companies for the Covid 19 shutdown. Compound your wisdom! Talk Investment with Mark Wenzel is a podcast presented by The Hopkins Group. Visit us online at thehopkinsgroup.com.au -- Disclaimer: Please note the following podcast and information discussed within it are general in nature and doesn't take into account individual situations, needs or goals. Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances. This podcast shouldn't be relied upon as advice - you will need to satisfy yourself through independent means that any decisions based on this material are appropriate. Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748  

In today's episode, Mark is joined by Stuart Welch from Alphinity Sustainable Fund. The discussion took place during the height of the COVID-19 market correction in about middle of March 2020. The discussion and the insight about how they've managed the portfolio through this crisis is very valuable for all investors. Talk Investment with Mark Wenzel is a podcast presented by The Hopkins Group. Visit us online at thehopkinsgroup.com.au -- Disclaimer: Please note the following podcast and information discussed within it are general in nature and don't take into account individual situations, needs or goals. Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances. This podcast shouldn't be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate. Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748  

Talk Investment with Mark Wenzel speaks to Nikki Thomas from Alphinity Global.  Alphinity Global have strong investment philosophy of buying undervalued companies that are about to enter an earnings upgrade cycle, believing that this will drive capital apprecation. Nikki and I talk about how Alphinity are dealing with COVID-19 crisis, their strict investment screening to identify companies that will upgrade their earnings and their belief in face to face meetings with company management to confirm their investment case. Compound your wisdom! Talk Investment with Mark Wenzel is a podcast by The Hopkins Group. Visit us online at thehopkinsgroup.com.au -- Disclaimer: Please note the following podcast and information discussed within it are general in nature and doesn't take into account individual situations, needs or goals. Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances. This podcast shouldn't be relied upon as advice - you will need to satisfy yourself through independent means that any decisions based on this material are appropriate. Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748  

Talk Investment with Mark Wenzel speaks to Alex Milton from Novaport Capital about Australian Small companies. Novaport have a successful track record of investing in Australian Small companies.  Their difference is their average holding period of 5 years, allowing the businesses they investing in to reach their potential. In this episode, recorded in March 2020, right in the middle of the coronavirus uncertainty, we talk about how they are dealing with the crisis, the process of moving investments in and out of the portfolio and why they value company visits so highly. Compound your wisdom! Talk Investment with Mark Wenzel is a podcast by The Hopkins Group. Visit us online at thehopkinsgroup.com.au --  Disclaimer: Please note the following podcast and information discussed within it are general in nature and don't take into account individual situations, needs or goals. Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances. This podcast shouldn't be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate. Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of Sentry Advice Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 227748