Our next webinar will be announced soon, stay tuned!
MEET THE MANAGER: ELLERSTON GLOBAL MID SMALL CAP FUND
THURSDAY 23RD SEPTEMBER AT 10:00 am
We would be delighted if you would join us on Thursday 23rd September at 10.00 am for a webinar on the Ellerston Global Mid Small Cap Fund.
Paul Nicol, our Managing Partner, will host our special guest Bill Pridham, who is the Portfolio Manager of the Ellerston Global Mid Small Cap Fund.
The Ellerston Global Mid Small Fund invests in a concentrated portfolio of between 20 and 40 stocks with a global mid-small cap bias. The portfolio is built using a distinctive contrarian, high conviction, benchmark independent investment approach. The strategy adopts a disciplined ‘bottom-up’ stock selection process, based on rigorous fundamental analysis overlaid with a ‘top-down’ assessment of macroeconomic conditions and the market outlook.
The Fund offers diversification from traditional global equity products. This is by accessing companies with a mid-small cap bias, unlikely to be found in most global equity portfolios. It provides investors access to global investment opportunities with compelling risk/reward profiles complementary to a typical domestic equity portfolio.
The performance of the Ellerston Global Mid Small Fund of recent times has been nothing short of outstanding. Over the last 12 months to 30th June 2021, the Fund returned 39.43%, comprehensively outperforming the MSCI World Index AUD (ex-AUS), which returned 27.52% over the same period.
This will be a terrific opportunity to listen will Bill discuss the current macroeconomic environment and to also discuss Ellerston’s investment process and current stock positions in this fund.
We encourage you to pass on this webinar invite to family, friends or colleagues who may wish to join.
Details of the webinar are as follows:
Meeting Name: Meet the Manager – Ellerston Global Mid Small Cap Fund
Date: Thursday, 23rd September 2021
Webinar time: 10.00am – 11.00am
Speakers: Paul Nicol & Bill Pridham
Please reserve your place by Wednesday 22nd September 2021.
Managing Partner & Senior Financial Planner, GFM Wealth Advisory
Paul Nicol joined GFM in 1999 and is the Managing Partner and a Senior Financial Planner at GFM Wealth Advisory.In his role as a Senior Financial Planner, Paul has specialist expertise in the areas of Self-Managed Superannuation Funds (SMSF), retirement planning, investment markets and portfolio construction. Paul is a Financial Planner AFP® member of the Financial Planning Association and an SMSF Association SMSF Specialist Advisor.In the first 5 years of publication in Australia in 2017, 2018, 2019, 2020 and 2021, Paul was ranked as one of Australia’s top 100 Financial Advisers as published by ‘The Australian’ newspaper in conjunction with the respected U.S. financial publication ‘Barron’s’.In October 2020 Paul made the prestigious FS Power 50 list. The list is made up of the list of the 50 most influential advisers in the country according to the readers of the Financial Standard & FS Advice – The Australian Journal of Financial Planning.Paul is a member of the GFM Investment Committee, which meets regularly to research, select and monitor all the investments on the GFM Approved Investment List.
Portfolio Manager, Ellerston Capital
Prior to Ellerston Capital, Bill was an Investment Manager at JGL Investments. At JGL, he managed a listed equity portfolio with a global mandate and absolute return focus. Prior to JGL Investments, Bill worked as an Investment Analyst at Kira Capital, Senior Research Analyst at QIC and CIO at MMC Asset Management. Bill started his career at UBS Australia as a Senior Research Analyst. Bill holds a Bachelor of Commerce from Bond University and is a CFA Charterholder.