Talk Investment with Mark Wenzel – Antipodes Listed Investment Company

Mark Wenzel, Senior Financial Adviser | 19/11/2020



Talk Investment with Mark Wenzel speak to Alison Savas from Antipodes Listed Investment Company (ASX APL).

Antipodes has struggled for both investment returns and with a large discount to net tangible assets. We speak about the impact on the investment team, commitment to their investment beliefs and why it is important to stay true even when things are not going your way.

After we address the issues APL we focus on they are going now to close the discount, by introducing a revolutionary Conditional Tender Offer, maintaining their focus on buying growth companies at reasonable prices and shorting companies they analyse as being overpriced.

We peer into the future with their assessment of what may tip the balance back toward value from growth companies (it might not be far away…), where they see companies with growth that are not over priced and which themes will drive future returns.

This is a great podcast for anyone seeking to understand the impact of short term underperformance on investment teams, why it is so important to maintain commitment to your investment beliefs and how to buy growth companies at reasonable prices.

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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