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,...

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...

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, bri...

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 rev...

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...

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...

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 fiel...

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...

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 Direc...

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 Globa...

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 buil...

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 w...

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 t...

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 coun...

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,...

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...

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 s...

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 episod...

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 ov...

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...

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 t...

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...

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 mar...

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 i...