Basis Points There's more to life than the Magnificent Seven with Alexander Whight | Milford
The global opportunity set for investors is massive. And yet, so much of our attention focuses on such a narrow section of one market. Today's guest wants us to break out of our bubble and explore the full global opportunity that we have before us.
Today we're joined by Alexander Whight, Portfolio Manager and Head of Global Equities at Milford.
We speak to Alexander about:
- Separating the signal from the noise is such a noisy market
- Alexander's investment process at Milford: from uncovering new ideas, research to investing
- The best uses of AI tools for stock research
- Two companies Alexander is finding interesting at the moment: API Group (NYSE: APG) and Aramark (NYSE: ARMK)
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CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).
To claim your points, complete the CPD Quiz and we'll send you your certificate.
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This episode has been sponsored by Milford.
If you’d like to find out more about what Milford can do for your clients, check out milfordasset.com.au.
To learn more and before you invest, be sure to read the Milford Funds Product Disclosure Statements and Target Market Determinations at milfordasset.com.au. 'Milford’ in this podcast refers to Milford Australia Pty Ltd ABN 65 169 262 971 (AFSL 461253), which was formerly known as Milford Asset Management in Australia.
Thank you to Milford for helping us keep all of our content free and accessible.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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