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Interview with Sam Morris from Ardea Real Outcome Fund

Talk Investment with Mark Wenzel talk to Sam Morris from Ardea Real Outcome Fund.

Fixed Income is a difficult asset class right.  Interest rates are low, credit risk is increased and you have to accept long duration tail risk for higher returns.

The Ardea Real Outcome Fund is different.  It does not take any credit or duration risk and they have historically achieved higher returns during periods of increased volatility.

This discussion delves into how Ardea achieves their returns while eliminating the 2 biggest risks for fixed income investors.

Compound your wisdom!

Check out this episode!

Interview with Jonathan Wu from Premium China Funds Management

In this episode of Talk Investment with Mark Wenzel, we speak to Jonathan Wu from Premium China Funds Management.

Premium China Funds Management have been investing in Asia for Australian investors since 2004.  Their flagship fund, the Premium China Fund, has a strong track record of performance and is widely owned among our clients.  The focus of the discussion is the Premium Asia Fund which is 70% invested in the same strategy as the Premium China Fund.

We speak about the the Asian consumers to desire for a better lifestyle leading to greater brand awareness, how Chinese technology companies are different from US techs and how the SARS virus prepare Asian companies for the Covid 19 shutdown.

Compound your wisdom!

Check out this episode!

Interview with Nikki Thomas from Alphinity Global

Talk Investment with Mark Wenzel speaks to Nikki Thomas from Alphinity Global.

Alphinity Global have strong investment philosophy of buying undervalued companies that are about to enter an earnings upgrade cycle, believing that this will drive capital apprecation.

Nikki and I talk about how Alphinity are dealing with Covid 19 crisis, their strict investment screening to identify companies that will upgrade their earnings and their belief in face to face meetings with company management to confirm their investment case.

Compound your wisdom!

Check out this episode!

Interview with Stuart Welch from Alphinity Sustainable Fund

In today’s episode, Mark is joined by Stuart Welch from Alphinity Sustainable Fund.

The discussion took place during the height of the COVID-19 market correction in about middle of March 2020.

The discussion and the insight about how they’ve managed the portfolio through this crisis is very valuable for all investors.

Talk Investment with Mark Wenzel is a podcast presented by The Hopkins Group. Visit us online at thehopkinsgroup.com.au


Please note the following podcast and information discussed within it are general in nature and don’t take into account individual situations, needs or goals.

Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances.

This podcast shouldn’t be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate.

Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of WealthSure Financial Services Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 326450

Interview with Alex Milton from Novaport Capital

Talk Investment with Mark Wenzel speaks to Alex Milton from Novaport Capital about Australian Small companies.

Novaport have a successful track record of investing in Australian Small companies.  Their difference is their average holding period of 5 years, allowing the businesses they investing in to reach their potential.

In this episode, recorded in March 2020, right in the middle of the coronavirus uncertainty, we talk about how they are dealing with the crisis, the process of moving investments in and out of the portfolio and why they value company visits so highly.

Compound your wisdom!

How and why I’m taking stock of my family’s cash flow position | Money Master Diaries

I am Mark Wenzel, Senior Financial Adviser with The Hopkins Group and for as long as I remember, I have been recommending people spend less than they earn and invest the excess money. 

In my own situation, I have broadly used an ad hoc system where I pay myself first and invest this money without having any structure to the process. However, always looking for ways to improve, I wanted to look into ways I could better monitor my cash flow position and be more mindful of how my family and I spend our money.

With the additional time I have due to the COVID-19 shut down and a desire to experience more and buy less, I thought I would try ‘The Hopkins Group Money Masters’ program and share my experience with you. Over the next three months, I plan to write about my experience and share what I’ve learned over the time.

What is The Hopkins Group’s Money Master program?

Money Master is The Hopkins Group’s cashflow and budgeting solution to help put your finances in focus and give clarity to your spending. 

It’s powered by Xero Cashbook, which is an online app which can help track income and expenditure. The program is described to “take the stress out of managing your money, so you can be in a healthy position to plan and save for the future.” 

In my case, I hope it can help me better understand where my family is spending money.  

What do I hope to get out of the program?

I aim to increase my savings so that I can experience more in life.  Experiencing more to me means: 

  1. Sharing activities with my family & friends now.  I get far greater enjoyment from time spent with people rather than buying things.  While you get initial enjoyment from things like cars, technological devices and home goods, the real memories for me come from activities with my family and friends.  These do not have to be expensive activities.  It is time together that brings me joy.
  2. Saving money to fund future experiences.  These can be activities like holidays, bucket list activities or a course. They require planning and saving over a longer term than day to day experiences. On my bucket list is going to the US Masters, the NFL Super Bowl and living in Asia learning how to cook authentic Asian techniques.
  3. Having less things that keep me tied down.  We accumulate commitments in life that keep us tied down such as mortgages, car loans and school fees.  While this will take a while to work through, I aim to be in a position in 8 years to have more financial freedom to experience life with less financial commitments and more passive income.

What will I be doing and why am I documenting the experience?

By sharing my experience, I hope to encourage more people to take stock of their finances and work towards achieving their goals. While I won’t be getting into detail about how much I spend, nor what I chose to spend money on, over the next three months I hope to:

  • Be more conscious of what I spend money on and make mindful decisions about the expenditure considering my future goals
  • Recognise that small regular expenditures add up to be a lot over a year
  • Make changes to my habits so as to have a positive impact on my financial position
  • Run some experiments to try reducing expenditure (such as shopping more at Aldi than Coles & Woolworths to see if this saves money)
  • Attempt to put a value on things like insurance and considering alternative ways of reducing this cost
  • Highlight that expenditure today can affect tomorrow’s experiences
  • Test to see if I can save money from the regular expenditures such as the mortgage, private health insurance, electricity and gas

I plan to write regular articles sharing my progress and what I’ve learnt, to hopefully shed some light on small changes that people can make that may have a longer term impact.

If you’d like to learn more about the Money Master Program and how it may work in the context of your own financial situation, please get in touch by clicking through to our contact page or give The Hopkins Group a call on 1300 726 082.  

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