The Insider Meet the Fund Manager Samuel Berridge

The Insider

Meet the Fund Manager

Samuel Berridge

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.**

5th November, 2021

Meet the Fund Manager

Upcoming Session

Friday, 19th November 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 Andrew Chapman, Managing Director at Merchant Group.

Join Andrew to learn about:

  • Merchant’s three favourite stocks
  • Market outlook and trends
  • 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

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Andrew Chapman

Merchant Group
Managing Director

Andrew Chapman, Managing Director of Merchant Group, has more than 20 years’ finance industry experience and market-tested knowledge on active portfolio management and risk – enabling him to offer customised investment solutions with a direct and transparent investment approach. The Merchant Opportunities Fund specialises in exposure to early-stage opportunities, which includes both ASX-listed or soon-to-be-listed companies. Using comprehensive research and a strong network, the fund identifies rare opportunities for investors, such as pre-IPOs, and has consistently outperformed the ASX Small Ordinaries Index over a seven-year period.

Past Sessions

Dean Fergie Cyan Investment Management

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.

*Past performance is not a reliable indicator of future performance.
** 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. If you are thinking about acquiring a financial product, you should read any relevant Product Disclosure Statement, disclosure documents and Target Market Determination (TMD) available from the issuer.

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