Note sull'episodio
Vince Pezzullo is the Head of Australian Equities at Perpetual, to discuss the outlook for Aussie equities, the intricacies of gearing, and the impact of activist ownership investing.
Perpetual Group, founded in 1886, is one of Australia's oldest asset management firms. The Australian equities division of the business manages roughly $12 billion. In this episode, we delve into the Australian Share Fund, the Geared Australian Share Fund, which mirrors the previous Aussie Shares fund with a 2-to-1 leverage, and their Strategic Capital Fund, launched towards the end of last year.
One of the highlights for me was hearing Vince discuss activist investing, particularly how aligning the right remuneration packages in businesses is one of the simplest ways to create long-lasting positive change and returns for shareholders.