Investing into high conviction, global sustainable equities | Where Firetrail are seeing opportunity?
In this week’s episode, Candice and Felicity speak with Anthony Doyle the Portfolio Manager of Firetail’s S3 Global Opportunities Fund
This Fund brings investors a unique exposure to global equity markets through:
• A high conviction, concentrated portfolio of approximately 30 stocks from both developed and emerging markets.
• Stock-specific opportunities focused on finding unappreciated positive change attributes.
• Unique risk management to ensure that stocks drive returns rather than macro drivers
In this conversation, Anthony explains Firretail's S3 attributes; Sustainable business models, Sustainable earnings and Sustainable positive change. He explains how these attributes of the ideal stocks for the portfolio help generate alpha for the investors.
Firetrail assesses a company against these attributes not today, but on forecasting 5 years into the future.
The Fund has returned 16.98% in the past year, and the ASX code is S3GO or APIR Code is WHT7794AU
If you are looking for sustainable global investment opportunities, or just your next global stock idea, you won’t want to miss this episode.
For more information, visit their website: https://firetrail.com/
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Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me 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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