The Insider – Meet the Fund Manager – Samuel Berridge

The Insider

Meet the Fund Manager

Samuel Berridge

Portfolio Manager & Resources Analyst | Perennial Partners

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

See how this high voltage power solutions provider has capitalised on the decarbonisation rollout and its plans to continue benefiting from it.

November 5, 2021

Learn about this lithium battery recycling company and why its core business has the potential to scale substantially on the back of decarbonisation themes.

November 5, 2021

Hear about this lithium developer that owns one of the largest lithium deposits in the US, the story behind a recent sell-off and why its share price could bounce back.

November 5, 2021

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Insights

Samuel highlights the geopolitical and market factors affecting battery metal prices, the capital hiatus being experienced by fossil fuels and a possible stagflation advantage for gold.

November 5, 2021

Samuel outlines historical and current inflation trends, how they tie into today’s macro market themes and connects them with the performance of commodities and energy crises.

November 5, 2021

Samuel Berridge joins us to talk about Perennial’s three favourite stocks, how oil and gas fit into the global shift to renewable energy and the challenges faced by governments in creating sensible carbon policies.

November 5, 2021

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Meet the Fund Manager

Upcoming Session

Joseph ConstableNon Executive Director and Portfolio ManagerHGL Limited (Hancock & Gore)

Friday, 3rd December 12pm (AEDT)

This exclusive event gives investors unprecedented access to Australia’s leading fund managers to hear about their favourite companies, unique market insights, and the opportunity to ask questions.

This is an opportunity to hear from Joseph Constable, Non Executive Director & Portfolio Manager at HGL Limited.

Join Joseph to learn about:

  • HGL Limited’s three favourite stocks
  • Market insights and outlook
  • Investment strategy and approach

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.

Book into the next session

What is a 708 investor?

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Joseph Constable

Non Executive Director and Portfolio Manager
HGL Limited (Hancock & Gore)

HGL Limited (Hancock & Gore) is an active investment company that invests in small to medium-sized businesses with a sustainable competitive advantage and strong growth prospects and provides them with specialist management skills and equity capital to leverage their growth opportunities. HGL currently owns and operates with market leaders in five business units across five different market segments. 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.

Past Sessions

Dean Fergie Cyan Investment Management

This session we were joined by Dean Fergie, head of Cyan Investment Management. In the session, Dean outlined his inclination for investing in newer businesses for a competitive advantage, and why he’s looking at the smaller end of the market to identify excess returns.

Luke Winchester Founder and Portfolio Manager

Luke Winchester, Founder and Portfolio Manager at Merewether Capital, started the company with the intention of applying his vast microcap investment knowledge to a new top-performing fund. Luke has over 10 years’ experience in microcap investing, most recently serving as Emerging Companies Portfolio Manager at Oracle Investment Management.

Robert Calnon OC Funds Management

Hear about OC Funds Management, whose microcap fund was recently crowned Australia’s best-performing microcap fund by Morningstar (total return over five years). Robert Calnon, one of OC’s three highly experienced portfolio managers, shares his smallcap investing insights with us.

** 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.

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