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Buy Hold Sell is a fast-paced business and investing podcast, bringing you stock tips and investment ideas every Friday and every second Monday. Join us as we quiz Australia’s top fund managers and investment analysts on a range of local and global stocks, as well as ETFs. Learn about the forces moving equities markets, the potholes you should avoid, and the companies going from strength to strength - all in 10 minutes or less. Whether you are new to investing or a seasoned professional, this podcast will get you thinking differently about markets.
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Monday Feb 13, 2023
Monday Feb 13, 2023
It takes a certain chutzpah to stick to your strategy in wildly volatile markets. And for these two managers, it certainly paid off.
Merlon's Concentrated Australian Share Fund delivered a return of more than 22.30% over the past year, while its Australian Share Income Fund lifted just over 18.08%.
Similarly, alternatives manager Totus Capital had a stellar year, with its Alpha Long Short Fund delivering a return of 9.44% over the past 12 months, and its Alpha Fund a return of 10.52%.
So what did it take to be a top-performing manager in 2022? And how are these portfolios positioned for the months ahead?
In this thematic episode of Buy Hold Sell, Livewire's Ally Selby was joined by Merlon Capital Partners' Neil Margolis and Totus Capital's Ben McGarry for an insight into their strategies, as well as their highest conviction stock picks for the year ahead.
Note: This episode was filmed on Wednesday 8 February 2023. You can read the edited transcript below:
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