The 3 key factors for this successful stock picker (and 2 ASX stocks he likes)
Автор: Livewire Markets
Загружено: 2024-12-02
Просмотров: 2062
Glemore Asset Management founder and Chief Investment Officer, Robert Gregory, likes to keep things simple.
At the core of his investment philosophy, he's looking for quality, established, and cash-generative businesses with a product or service that resonates with customers and strong management.
Beyond that, he's looking for businesses that, once he's analysed them, have the ability to generate earnings in excess of what's priced in.
For a lot of companies, over say the next 12-15 months, what the company is going to earn is relatively well agreed on by the market.
But often in those outer years, that's where it can differ. So if you can build a conviction on a stock that it can do a lot better than what's priced in that medium-term timeframe, that's where you can add a lot of value as a fund manager.
In the following episode of The Pitch, Gregory shares a little more about the process that has made the Glenmore Australian Equities Fund one of the best performers in its class over the past seven years, as well as a couple of stocks that he has liked over the journey.
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