As part of Livewire's Outlook Series for 2024, James Marlay and Ally Selby challenged 12 of Australia’s most successful investors to each name one company that brings that “sleep at night” assurance so many of us are seeking right now.
In many cases, their responses yielded well-known stalwarts of the investment world, including names in listed property, infrastructure and materials. But a couple of smaller companies, including those in technology, were also in the mix.
Our featured fund managers include (in order of appearance):
- Matthew Kidman, Centennial Asset Management
- Matthew Haupt, Wilson Asset Management
- Emma Fisher, Airlie Funds Management
- Chris Stott, 1851 Capital
- Joel Fleming, Yarra Capital Management
- Vihari Ross, Antipodes
- Marc Whittaker, IML
- Francyne Mu, Franklin Templeton
- Bob Desmond, Claremont Global
- Daniel Sullivan, Janus Henderson
- Mary Manning, Alphinity Investment Management
- Dr Philipp Hofflin, Lazard Asset Management
Note: The information provided is not intended to be a recommendation. Please do your own research and seek advice from a professional before making any investment decisions. Past performance is not a reliable indicator of future returns.
These interviews were filmed on Tuesday, 12 December 2023. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/14-stocks-to-help-you-sleep-at-night
