GEM Capital recently hosted a client function with John Grace (Deputy Head of Equities - Ausbil Investment Management). Ausbil are excellent investors who have enjoyed a very good track record over a long period of time. They have enjoyed a very good investment return in the last 12 months as well.
The function was relaxed and conducted on a "Question and Answer" basis.
Here is the video of the function, together with a summary of the key topics discussed, together with the approximate time stamp in the video.
Topics covered:
0. Introduction to Ausbil and fund performance (1.00)
1. Overview of Macro Economic themes (2.30)
2. Banking Royal Commission (6.30)
3. One stock that has been our best call .... Bluescope Steel (10.00)
4. Telstra (and Telco sector) (12.00)
5. Question - Impact of Trade War threat (20.00)
6. Thoughts on household debt levels (30.00)
7. Benefits of Company Tax Cut (34.00)
8. Flight Centre (40.00)
9. Bionomics (46.30)
10. China - how is it changing (53.00)
11. Gold (56.00)
12. View on Australian Interest Rates (58.30)
13. Woolworths and Coles and Retail sector (59.30)