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How does Washington H Soul Pattinson & Co. Ltd (ASX:SOL) actually invest? CEO Todd Barlow explains

Australian Investors Podcast
Australian Investors Podcast
Episode • Sep 18, 2024 • 55m

How does Washington H Soul Pattinson & Co. Ltd (ASX: SOL) actually invest? Soul Pattinson (sometimes called 'WHSP' or SOL) is one of Australia's oldest and best-performing ASX-listed companies, having been run by the same family for over 100 years.

Todd Barlow is the CEO of Washington H Soul Pattinson & Co. Ltd (ASX: SOL), overseeing day-to-day operations, company strategy, the team and different investment units.

In this Australian Investors Podcast with Owen Rask and Todd Barlow, questions include:

  • Soul Pattinson (ASX:SOL) versus LICs
  • Soul Pattinson (ASX:SOL) v active fund managers
  • The rise of index funds and ETFs
  • How Soul Pattinson (ASX:SOL) has been able to outperform the ASX 200
  • How do Soul Patt's combine private equity and credit, with holdings in TPG Group (ASX:TPG) and Brickworks (ASX:BRK)?
  • Todd's favourite financial resources, like podcasts, books and papers
  • Cognitive biases
  • The Soul Patts culture and how that impacts performance


Episode resources:

Todd Barlow's first podcast with Owen: https://www.youtube.com/watch?v=ykawVDPmj5c

Soul Patt's private equity: https://www.youtube.com/watch?v=1EMpAjv6EnM

Tom Milner on coal stocks: https://www.youtube.com/watch?v=Gt6Ua1cjegY


More great resources you'll love:

Ask a question: https://bit.ly/3QtiY00

Invest with Owen: https://bit.ly/R-invest

Access Show Notes: https://bit.ly/R-notes

Mortgage Broking: https://bit.ly/broke-rask

Financial Planning: https://bit.ly/R-plan

Property Coaching: https://bit.ly/R-P-coach

100-point property checklist (PDF): https://bit.ly/prop-check

Accounting with Grey Space: http://bit.ly/3DG5lWS

Business Coaching: https://bit.ly/o-coach


DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

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