InvestTalk with Joel Grosvenor

Podcast

Information for advice professionals only.

Join Eric Vassiliadis, Regional Manager at BTIS, and Joel Grosvenor, Portfolio Manager, as they reflect on the unprecedented year (or 3!) that has been and discuss the biggest challenges facing fund managers. Joel shares his insights on managing multi-asset portfolios into the future and the guiding principles his team uses to make informed decisions in volatile times.

You can also access this podcast via Soundcloud.

In this episode, Michelle Heinrich is joined by Prasad Patkar (Platypus Asset Management) and Martina Yang (BT Investment Team) to deep dive our active multi- manager approach to the Australian share asset class and the role Platypus plays in this strategy. Prasad and Martina also discuss how Platypus identify quality growth companies in the concentrated portfolio they run for BT, and how they have tilted in response to the volatile and uncertain environment. Prasad shares several stock stories that bring their disciplined approach to life for investors.
Podcast

Things you should know: This commentary has been prepared by Westpac Financial Services Limited for use by advisers and must not be made available to any client. The commentary provides an overview only and should not be considered a comprehensive statement on any matter or relied upon as such. Projections given are predicative in character and whilst every effort has been taken to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The results ultimately achieved may differ materially from these projections. This commentary may also contain material provided by third parties derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, Westpac Financial Services Limited does not accept any responsibility for the accuracy or completeness of, or endorses any such material.