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
Meet the Fund Manager
Upcoming Session
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.