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 equi ..read more

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 wis ..read more

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:&nb ..read more

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. Lara talks about the types of properties most in demand, how to set up the property to attract top reviews and why you should consider short stay for your property. Compound your wisdom ..read more

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 generate alpha for investors. This is a great discussion with Jason about Milford's Kiwi heritage, the unique investment process and where they see markets. Compound your wisdom ..read more

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 superannuation and investment monies do better for society.  Australian Ethical is a leader in the field with over 30 years as an ethically conscious investment manager. They have a strong track record of meeting their ethical principals and performance which they put down to their unique structur ..read more

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, the rigour around their investment process and the risk of capital impairment. We talk about the Direct Income Fund and the listed investment trust alternatives, which represent an opportunity to buy exposure at a discount to Net Assets.  This is a great podcast for anyone looking for h ..read more

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 companies, how to identify those opportunities, how to see through the noise of markets to stick with the winners, holding periods, compounding and much more. This is a must listen to episode from a manager who is very clear on their investment process and vision for their portfolios. Compound your wisdom ..read more

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 companies available.  We talk everything private equity, the 3 areas they focus their investments, how they identify opportunities, leverage, their history and how they see the future for private equity. This is a great episode to expand your investment horizon. Compound your wisdom ..read more

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 is important to drive returns. Anthony and I discuss the definition of emerging markets, in which countries these investment opportunities are spread, how the research is conducted on the investment universe through Fidelity and some recent purchases Fidelity expect to drive returns for many years to ..read more