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!