The Insider – Meet the Fund Manager – Stephen Scott

The Insider

Meet the Fund Manager

Stephen Scott

Senior Portfolio Manager | K2 Asset Management

The Insiders session are a great way to hear directly from leading funds managers. They share their approach to investing, favourite companies and their market view for the year ahead.

Favourite Stocks

PayGroup (ASX: PYG) is a leading provider of payroll and human capital management (HCM) solutions, with a focus on monetisation initiatives and long-term shareholder value creation.

April 9, 2021

SDI (ASX: SDI) is Australia’s largest dental manufacturer with a focus on R&D, manufacturing and marketing of specialist dental materials for the local and global market.

April 9, 2021

Secos (ASX: SES) is a leading developer and manufacturer of sustainable packaging that supplies proprietary solutions to a strong blue-chip global customer base.

April 9, 2021

Insights

Stephen sees opportunities in fintech, medtech and mining companies in established markets. 

April 9, 2021

Stephen discusses why the effects of the peak global and domestic stimulus is behind us, and what the economic impact means for industries and investors going forward.  

April 9, 2021

The Insiders session with Stephen Scott saw him share his approach to investing, favourite companies and his market view for the year ahead.

April 9, 2021

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Join the next Meet the Manager Session

The Insider, Meet the Manager sessions are a great way to hear directly from leading funds managers about their:

  • 3 favourite stocks
  • 2021 market outlook
  • Emerging trends and growth sectors

Stephen Scott K2 Asset Management

Stephen has over 25 years experience as a leading emerging companies / microcap portfolio manager. His roles have included Head of Research, Senior Portfolio Manager, Microcap Industrial Analyst and Senior Analyst. Stephen has been involved in portfolio management and construction, economic analysis and securities research throughout his career and was part of the largest microcap investment team and mandate in Australia. He has both domestic and global experience having worked in London, New York and Sydney in Senior funds management, investment research and management roles. Stephen has worked for Westpac, Deutsche Asset Management, Ord Minnett, Contango Asset Management, MAP Capital and Taylor Collison.

Past Sessions

Shaun Cartwright Viriathus Australia

Shaun is a capital markets and investor relations professional, having developed a broad range of skills that assists companies in achieving their growth objectives while avoiding some of the pitfalls associated with raising capital and listing on a public exchange.

Dean Fergie Cyan Investment Management

This week 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.

Joel Fleming Yarra Capital

In this session, we were joined by Joel Fleming, Microcaps Portfolio Manager at Yarra Capital Management who provided his unique insights about the economy, emerging themes in the microcap sector, and the 3 stocks he thinks are positioned to perform well.

About Meet the Manager

Each fortnight we invite some of Australia’s best fund managers to share their insights and ideas, including:

  • Their outlook on the market
  • Market moves that excite them
  • 3 stocks that they are watching

This is a live and interactive online session, and participants are encouraged to ask questions. Joining only requires an internet connection. Don’t miss out, spots are limited – This is a FREE event.

Book into the next session

What is a 708 investor?

By clicking submit, I agree to the terms of the Reach Markets Financial Services Guide that includes the Privacy Statement.

Book into the next session

What is a 708 investor?

By clicking submit, I agree to the terms of the Reach Markets Financial Services Guide that includes the Privacy Statement.

About Meet the CEO

This webcasts series gives you direct access to companies that have the potential to be the next big thing – it’s an ideal platform for you to identify fast growing, high value opportunities. Each session features a selection of CEOs who provide a succinct overview of big things their companies are doing, followed by an interactive Q&A.

This is a live and interactive online session, and participants are encouraged to ask questions. Joining only requires an internet connection. Don’t miss out, spots are limited – This is a FREE event.

Contact Stephen Scott directly