Talk Investment with Mark Wenzel speaks to Mark Burgess from Bennelong Kardinia Capital about their Absolute Return fund.
The Bennelong Kardinia Absolute Return Fund provides a maximum exposure to equity markets of 75%. They have consistently had less exposure than this and have delivered solid returns. They believe that protecting capital in down markets means that they have more exposure when markets recover.
Kardinia have a ‘growth at a reasonable price’ philosophy which means that they are neither growth or value managers. You will hear how this benefits investors and the advantage it provides in the current market.
We discuss how the mindset of being ‘short’ differs from bring ‘long’ and how their rigorous process helps to identify long and short opportunities.
Compound your wisdom!
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
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