Investing into high conviction, global sustainable equities | Where Firetrail are seeing opportunity?

Talk Money To Me

In this week’s episode, Candice and Felicity speak with Anthony Doyle the Portfolio Manager of Firetail’s S3 Global Opportunities Fund

This Fund brings investors a unique exposure to global equity markets through:

• A high conviction, concentrated portfolio of approximately 30 stocks from both developed and emerging markets.

• Stock-specific opportunities focused on finding unappreciated positive change attributes.

• Unique risk management to ensure that stocks drive returns rather than macro drivers

In this conversation, Anthony explains Firretail's S3 attributes; Sustainable business models, Sustainable earnings and Sustainable positive change. He explains how these attributes of the ideal stocks for the portfolio help generate alpha for the investors.

Firetrail assesses a company against these attributes not today, but on forecasting 5 years into the future.

The Fund has returned 16.98% in the past year, and the ASX code is S3GO or APIR Code is WHT7794AU

If you are looking for sustainable global investment opportunities, or just your next global stock idea, you won’t want to miss this episode.

For more information, visit their website: https://firetrail.com/

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Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

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