The Insider
Meet the Fund Manager
Gregg Taylor
Salter Brothers Emerging Companies Ltd
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 Gregg thinks this civil infrastructure services company with its ‘great quantitative aspects’ and record pipeline of contracted work exemplify his defensive growth criteria. He also outlines the business’s commercial outlook and competitive advantages.
17th February, 2023
Find out why Gregg thinks this medical software business plays a ‘dominant’ role in an industry-wide push to unclog patient-medication access. He reveals why he has renewed confidence in the company and talks about its performance forecasts.
17th February, 2023
Hear about Gregg’s general approach to investing in unlisted companies, and his assessment of this unlisted fintech, how it services one of Australia’s biggest health funds (HCF) and why it can capitalise on the recent onslaught of high-profile data breaches.
17th February, 2023
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Insights
Gregg provides insights into why he prefers companies in the traditional, industrial and operating sectors over others such as resources and biotech and also breaks down the characteristics of his preferred ‘defensive growth’ businesses.
17th February, 2023
Gregg explains what has driven the dislocation in capital markets resulting in the equity sell-off over the past 12 months, why the markets may see a soft landing instead of a recession and why he expects small cap equities to lead the market out of its downturn.
17th February, 2023
Gregg discusses his three favourite stocks of the moment, why he’s targeting ‘defensive growth’ companies with structural support and strong balance sheets, why he thinks optimism is creeping into capital markets and what investors can expect in 2023.
17th February, 2023
Meet the Fund Manager
Upcoming Session
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Past Sessions
Graeme Carson Cyan Investment Management
Graeme Carson, Director and Portfolio Manager, co-founded and owns Cyan and has spent 20 years in Australia’s financial markets working for Macquarie, Bankers Trust and Bell Potter. He spent most of his working life as a Senior Analyst researching and valuing ASX-listed companies of all sizes across many different sectors.
John Forwood Lowell Resources Funds Management
John Forwood is a qualified geologist and lawyer with 17 years of resources financing experience, including 13 years as a fund manager. He oversees the Lowell Resources Fund (ASX: LRT), an ASX-listed equity fund managed by Lowell Resources Funds Management. It is one of the few investment funds offering focused exposure to the junior resources sector across Australia and global stock exchanges in both unlisted and listed companies.
Andrew Chapman Merchant Funds Management
Andrew Chapman, Managing Director of Merchant Funds Management, has market-tested knowledge on active portfolio management and risk. His objective is to take the expertise he has gained over 20-plus years of managing the investments of the uber-wealthy and work to make those opportunities available to all.