The Insider – Meet the Fund Manager – Peter Johns

The Insider

Meet the Fund Manager

Peter Johns

Westferry Investment Group

The Insider sessions are a great way to hear directly from leading fund managers. They share their approach to investing, favourite companies and their market view for the year ahead.**

Favourite Stocks

Learn why Peter moved away from his conventional value investing stance to back this nationwide family law firm with a competitive edge over listed companies in the legal space.

25 February, 2022

Hear about this currently profitable and dividend-yielding advertising technology company whose sustainable growth trajectory convinced an initially sceptical Peter to invest in them.

25 February, 2022

Find out about this predominantly mining services company that Peter considers a solid business with good internal growth and a strong market share and balance sheet.

25 February, 2022

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Insights

Peter delivers his insights on current macroeconomic themes such as inflation, geopolitical risk and labour shortages and how he thinks they are affecting microeconomies.

25 February, 2022

Peter talks about his ‘bulldozer’ ideology to uncover stocks that other fund managers may have missed and the reason why he has moved away from classical economics theories.

25 February, 2022

Peter Johns joins us to talk about Westferry’s three favourite stocks, his hawk-like approach to investing in relatively illiquid businesses and what investors can expect from current inflation trends.

25 February, 2022

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Meet the Fund Manager

Upcoming Session

Ben HarrisonChief Investment OfficerAltor Capital

Meet the Manager

Get access to some of Australia’s leading fund managers who share their 3 favourite stocks, investment approach and insights on the market.

Each session includes:

  • 3 favourite stock opportunities
  • Market views for the year ahead
  • Investment strategy and approaches

This is a live and interactive online session, and participants are encouraged to ask questions. Joining only requires an internet connection. Spots are limited, so secure yours today.

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Past Sessions

Martin Pretty Equitable Investors

Martin Pretty, a chartered financial analyst, gained vast financial experience as an investment manager at Thorney Investment Group, helping deliver one of the group’s highest annualised three-year returns as at February 2017. He is the director of several ASX-listed companies and as a financial journalist has contributed to the Australian Financial Review and other reputable publications.

Michael Goldberg Collins St Asset Management

Michael Goldberg is the managing director and portfolio manager of the Collins St Value Fund and is invested in the fund on equal footing with all the fund’s investors. As a senior portfolio manager at a Melbourne-based managed investments provider, Michael has managed portfolios for and advised some of Australia’s largest family offices and high net worth individuals.

Joseph Constable HGL Limited

Joseph Constable is a portfolio manager with more than five years’ experience across capital markets and is a former investment manager at Supervised Investments Australia with previous funds management experience at Smith and Williamson (UK) and Hunter Hall International.

** Reach does not assume responsibility for the accuracy or completeness of any information provided, and the views expressed are not reflective of Reach Markets position. Any advice contained within this presentation is general advice and does not consider your personal circumstance, you should consider whether it’s appropriate for you. The information we are giving you is for educational purposes only. “Investing is about understanding your risk” and every time you invest in the share market there is a risk of loss.

Reach Markets

Reach Markets Pty Ltd - ABN 36 145 312 232

Is a Corporate Authorised Representative (CAR No:431191) of:

Reach Financial Group - ABN 17 090 611 680 AFSL Number 333297

Level 8, 525 Flinders Street, Melbourne Victoria

Level 7, 440 Collins Street, Melbourne 3000, Australia

Suite 803, Level 8, 14 Martin Place, Sydney 2000, Australia

T: 1300 80 57 95    

E: admin@reachmarkets.com.au

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