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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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Friday Jan 07, 2022
Friday Jan 07, 2022
Well, folks, it's the moment you've been waiting for. We've scoured Australia for the country's finest fund managers, who in this video, will share their highest-conviction call for the year ahead. And this year, we've pulled out the big guns.
For the first time, we've headed down to Melbourne to speak to top-performing fundies like global growth stock picker Nick Griffin and Aussie value investor Richard Ivers. And, of course, we sat down with some of Sydney's best portfolio managers as well (including the top-performing stock pickers from 2021).
A quick look at previous year's picks shows our fundies' favourite stocks reward close attention. In 2021, our 10 fundies picks delivered a total return of 45.14% (when viewed as an equal-weighted portfolio), beating the S&P/ASX All Ordinaries and MSCI World Index's returns of 10.93% and 18.43% respectively year to date.
I know, I know - 2021 was a good year. However, during tumultuous 2020, our fundies picks managed to generate a return of 13.88%, beating the benchmark by a whopping 10.26%.
Meantime, in 2019, our fundies selections roared to deliver a total return of 59% (an outperformance of 35.86%).
If you would prefer to read a transcript, or watch a video, check out the link below:
https://www.livewiremarkets.com/wires/the-1-stock-picks-for-2022
Our featured experts include:
- Anthony Aboud, Perpetual Asset Management
- Chad Padowitz, Talaria Asset Management
- Eleanor Swanson, Firetrail Investments
- Nick Griffin, Munro Partners
- Simon Shields, Monash Investors
- Richard Ivers, Prime Value Asset Management
- David Moberley, Paradice Investment Management
- Mark Landau, L1 Capital
- Hamish Carlisle, Merlon Capital
- Adrian Martuccio, Bell Asset Management
- Bob Desmond, Claremont Global
- Dean Fergie, Cyan Investment Management
- Matthew Kidman, Centennial Asset Management
- Nick Pashias, Antares Equities
- Steve Johnson, Forager Funds
- Steve Black, Pengana Capital Group
- Chris Demasi, Montaka Global Investments
- Michael Steele, Yarra Capital Management
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