In this Australian Investors Podcast, on behalf of The Australian Shareholders Association, Owen Rask is joined Nathan Hughes, CFA, portfolio manager for the Perpetual ESG Australian Share Fund.

Owen and Nathan talk about the ASX's best business models, learning from great Aussie investors and whether ESG investing impacts your return.

On this episode of the Australian Investors Podcast:

• The history and investment philosophy of Perpetual
• Perpetual ESG Australian Share Fund
• Fund strategy and philosophy
• Perpetual's filters and screening for companies
• Value and ESG screening - how Perpetual is different from other fund managers
• How to measure ESG and interaction with companies
• What happens if a holding falls outside of ESG framework
• How can we ensure investors are getting the right ESG exposure?

~~ Resources ~~

• Perpetual website: https://www.perpetual.com.au/funds/perpetual-esg-australian-share-fund/?utm_source=RASK
• ASK A QUESTION HERE
• Join Owen's Rask Core 🌏 – $9.99 per month
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• Owen’s FREE investor bootcamp: bit.ly/rask-analyst

Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

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~~ Our amazing partners ~~

Download the free Investing in Gold report from Rush Gold: https://bit.ly/r-gold

J.P. Morgan Asset Management

The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

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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.

Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

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

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