Expert Investor: Peter Wilmshurst - Finding Value In Global Markets

Ever wondered what the day in the life of a portfolio manager looks like? Well in this episode you will find out! We were lucky to grab some time with Peter Wilmshurst, Portfolio Manager at Templeton Global Growth Fund (ASX: TGG). Templeton Global Growth Fund is a Listed Investment Company (LIC), listing in Australia in 1987, however, they have a global approach, investing in some of the world's better-known brands. Peter has a strong focus on finding value in his investments. In other words, finding companies that are cheap. With markets currently at all-time highs, Peter gave some fascinating insight into how a value investor approaches market cycles, spreading their investments across different industries at different points in the cycle. Peter is incredibly experienced, and in this episode, you will learn: • The story of Peter's first investment, and his journey to portfolio manager at Templeton • What Peter's investing philosophy is, and how it may have changed over the years • How Peter is currently approaching value-investing • What a LIC is, and the advantages & disadvantages of them compared to unlisted funds • How Peter finds stocks and manages drinking from the firehose of information • Some of the key metrics used to value a company • About the importance of reading How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email ([email protected]) Hosted on Acast. See acast.com/privacy for more information.