Ask A Fund Manager
The Motley Fool chats with fund managers so that you can get an insight into how the professionals think. In part 1 of our interview, Medallion Financial managing director Michael Wayne reveals the 2 ASX shares that are his clients’ biggest holdings but still look good value.
Investment style
The Motley Fool: What’s your fund’s philosophy?
Michael Wayne: Medallion Financial, we’re not a fund management company per se. We run personal portfolios or private portfolios for individuals.
Essentially the strategy that we employ for our clients is what we call a top-down, bottom-up approach. And by that what we mean is that we look to identify those sectors of the economy that are booming and have the brightest outlook and the best chances, in our view, of doing well from those natural tailwinds that are out there around the economy.
4 ASX shares every investor should consider adding to their portfolio: fundie
4 ASX shares every investor should consider adding to their portfolio: fundie
Ask a fund manager Part 2: Katana Asset Management’s Romano Sala Tenna tips 4 shares every ASX investor should consider.
Bernd Struben earned his economics degree in the US. Following several years writing about the tourism industry in the Caribbean, he moved to The Netherlands to cover the EU s booming commercial real estate markets. He moved to Australia in 2010, where he transitioned to analysing the Aussie equity markets. He employs a combination of macro economics and company specific data to gauge what he believes are tomorrow s best investments. In his free time, you re likely to find Bernd at the beach or dabbling away on a new work of science fiction.
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10 key investment criteria every ASX investor should know: fundie
10 key investment criteria every ASX investor should know: fundie
Ask a fund manager Part 1: Katana Asset Management’s Romano Sala Tenna shares 10 key insights into ASX investing success.
Bernd Struben earned his economics degree in the US. Following several years writing about the tourism industry in the Caribbean, he moved to The Netherlands to cover the EU s booming commercial real estate markets. He moved to Australia in 2010, where he transitioned to analysing the Aussie equity markets. He employs a combination of macro economics and company specific data to gauge what he believes are tomorrow s best investments. In his free time, you re likely to find Bernd at the beach or dabbling away on a new work of science fiction.
The 6-bagger ASX share that I now regret selling: fundie fool.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from fool.com.au Daily Mail and Mail on Sunday newspapers.