Talk Investment with Mark Wenzel
by The Hopkins Group & Mark Wenzel
Talk Investment with Mark Wenzel speaks to the best minds in the market to give you greater insight into how the professional investors and market participants invest your money. We aim to educate you on investing by asking the right people the right questions at the right time.
Episodes
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Northcape Capital - Peiting Liang
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...
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India Avenue - Mugunthan Siva
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...
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Rooming Houses - Brad Carlin-Smith & Stephen Boyd
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…
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Short Stay property management - Lara Moro
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....
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Milford Absolute Growth Fund - Jason Kururangi
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…
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S3 Global Opportunities Fund - Anthony Doyle
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...
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Australian Ethical Investments - Leah Willis
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...
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Spheria Asset Management - Marcus Burns
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...
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Metrics Credit Partners - Andrew Lockhart
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…
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Resolution Capital - Robert Promisel
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.…
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Intermede Investment Partners - James Kim
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...
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Hyperion Australian Growth Companies - Jason Orthman
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...
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Schroder Private Equity Fund - Claire Smith
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...
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Fidelity Emerging Markets fund with Anthony Doyle
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...
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Blackmore Capital - Marcus Brogden
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...
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Robert Talevski - Activus Investment Advisors
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...
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Talk Investment with Mark Wenzel Ausbil Global Small Caps
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…
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Talk Investment with Mark Wenzel - APN AREIT Fund
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...
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Talk Investment with Mark Wenzel - Brad Carlin Smith
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...
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Talk Investment with Mark Wenzel - Hyperion Asset Management
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...
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Talk Investment with Mark Wenzel - Platinum Asset Management
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....
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Talk Investment with Mark Wenzel - CHINA AMC
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...
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Talk Investment with Mark Wenzel - Ausbil Global Resource Fund
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...
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Talk Investment with Mark Wenzel - Christopher Joye
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...
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Talk Investment with Mark Wenzel - Antipodes Listed Investment Company
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...
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Talk Investment with Mark Wenzel - Firetrail
Talk Investment with Mark Wenzel speaks with Kyle Macintyre from Firetrail absolute return fund. We discuss in detail Firetrail's focus on 4 key beliefs when constructing portfolios: a. Every company has a price b. Share prices follow earnings c. Companies become mispriced when recent information...
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Talk Investment with Mark Wenzel - Kardinia Capital
Talk Investment with Mark Wenzel speak to Mark Burgess from Bennelong Kardinia Capital about their Absolute Return fund. The Bennelong Kardinia Absolute Return Fund provides a maximum exposure to equity markets of 75%. They have consistently had less exposure than this and have delivered solid...
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Talk Investment with Mark Wenzel - Rare Infrastructure
Talk Investment with Mark Wenzel speak to Richard Elmslie from Rare Infrastructure about investing in Infrastructure assets. Infrastructure has unique characteristics which make them attractive for investors and great for improving the productivity of nations. We delve into; What makes...
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Talk Investment with Mark Wenzel - Damon Gosen part 2
Talk Investment with Mark Wenzel speaks to Damon Gosen from VanEck Exchange Traded Funds (ETFs). In the second of a 2 part series, we learn about the ETFs Damon thinks you should have exposure to in your portfolio, the outlook for gold & why gold miners might be a better investment than buying…
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Talk Investment with Mark Wenzel - Damon Gosen
Talk Investment with Mark Wenzel speaks to Damon Gosen from VanEck Exchange Traded Funds (ETFs). In the first of a 2 part series, we learn about who VanEck are, how they are different from other ETF providers and how you can use them to boost your returns. In this episode we discuss: ASX Equal...
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Talk Investment with Mark Wenzel - Generation Life Investment Bonds
Talk Investment with Mark Wenzel speak's to Grant Hackett, CEO of Generation Life about Investment Bonds. Investment Bonds are a structure that provide significant flexibility in your financial planning. Some of the advantage of Investment Bonds are: Tax effective Flexible wealth transfer vehicle...
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Talk Investment with Mark Wenzel - Ardea Real Outcome Fund
Talk Investment with Mark Wenzel talk to Sam Morris from Ardea Real Outcome Fund. Fixed Income is a difficult asset class right. Interest rates are low, credit risk is increased and you have to accept long duration tail risk for higher returns. The Ardea Real Outcome Fund is different. It does…
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Talk Investment with Mark Wenzel - Premium Asia
In this episode of Talk Investment with Mark Wenzel, we speak to Jonathan Wu from Premium China Funds Management. Premium China Funds Management have been investing in Asia for Australian investors since 2004. Their flagship fund, the Premium China Fund, has a strong track record of performance…
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Talk Investment with Mark Wenzel - Alphinity Sustainable Fund
In today's episode, Mark is joined by Stuart Welch from Alphinity Sustainable Fund. The discussion took place during the height of the COVID-19 market correction in about middle of March 2020. The discussion and the insight about how they've managed the portfolio through this crisis is very...
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Talk Investment with Mark Wenzel - Alphinity Global
Talk Investment with Mark Wenzel speaks to Nikki Thomas from Alphinity Global. Alphinity Global have strong investment philosophy of buying undervalued companies that are about to enter an earnings upgrade cycle, believing that this will drive capital apprecation. Nikki and I talk about how...
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Talk Investment with Mark Wenzel - Novaport Capital
Talk Investment with Mark Wenzel speaks to Alex Milton from Novaport Capital about Australian Small companies. Novaport have a successful track record of investing in Australian Small companies. Their difference is their average holding period of 5 years, allowing the businesses they investing in...
About this show
Talk Investment with Mark Wenzel speaks to the best minds in the market to give you greater insight into how the professional investors and market participants invest your money. We aim to educate you on investing by asking the right people the right questions at the right time.
Hosted by
The Hopkins Group & Mark Wenzel