Is your investment strategy factual or fictional?

In this episode of the Nest Egg podcast, Steven Glass, deputy portfolio manager of the international equities fund Pengana, joins host David Stratford to reflect on his investing background and reveal how you can leverage investor psychology to your advantage. Steven will discuss the dangers of an oversaturation of data surrounding the market and reveal why it is in fact a long-term perspective that should shape your decisions, yet also why your strategy needs to be flexible so as to reflect what is happening in the market - often against what other investors are doing. Finally, Steven will share how Pengana is structuring its portfolio, why he places importance on "time on the ground" with the various companies and prospects involved, and share his insights into the opportunities likely to present themselves into 2019. Thanks Steven, for sharing your insights with the Nest Egg podcast team! You can keep up to date with what Pengana are up to at pengana.com Have an investment story to share? Get in touch at [email protected] and you might get featured on the next episode.