For those who missed the market update or would like to review the content, please click on the link below, enter your email address and click Submit, to access a recording of the presentation.
https://www3.gotomeeting.com/register/468524110
Tom Elliott, Chief Investment Officer of Beulah Capital and Christian Ryan, Director of Beulah Capital provide their insights and thoughts on current investment markets and the issues that investors are facing.
Tom is a regular finance commentator for radio station 3AW in Melbourne, Alan Kohler’s The Eureka Report, ABC’s Inside Business Program and Channel 10’s 7pm project.
Tom Elliott and Christian Ryan are members of the Fintech Private Portfolios – Investment Management Committee and have been taking advantage of buying opportunities for our clients during the recent market volatility.
We are very pleased to have such a high calibre team of investment professionals working to maximise our clients holdings across the Fintech Private Portfolios suite of investments. We are especially delighted that our clients move to Cash holdings earlier this year is allowing the progressive implementation of the strategies outlined by Tom and Christian in the presentation.
This is positioning our clients for significant gains over time, especially when the European economic community eventually provides enough evidence that they have a solution that will overcome the sovereign debt problems. Opportunities to purchase quality resource and gas companies like Santos at attractive valuations, along with defensive exposures to companies like Telstra with its recently confirmed high fully franked dividend as part of the National Broadband Network (NBN) roll out, are not to be under estimated. Our clients have already had purchases made at discounted levels in blue chip Australian shares, unhedged quality international companies, emerging markets, and commercial property AReits.
We are looking forward to the benefits of this had work flowing through to our clients over time.
Grant Chapman