Will Dowd is a partner and Portfolio Manager at Fairlight Asset Management.

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with Will, we're unpacking:

Fairlight's investment philosophy and how they've built an enviable track record
Will's love (and we mean love) of under-studied industrial businesses that can quietly compound
Why Will focuses on small and mid caps
How Fairlight filter the universe to uncover interesting investment opportunities
How Will would build a portfolio for the next 30 years
Will's biggest gripes with the industry that all investors should be mindful of

—------

Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

Trusted by the Equity Mates community, Viola Private Wealth helps investors grow and protect their wealth. With over $2.5 billion under management, they provide sophisticated investment strategies backed by decades of experience.

To speak to the team at Viola Private Wealth, complete the contact form on their website.

—------

Looking to start 2025 on the right foot?

Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.

Want more Equity Mates?

Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Follow us on social media: Instagram, TikTok
Sign up to our daily news email

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing 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.

—------

Equity Mates Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Old Dominion

Mentioned by

Mentioned in 0 episodes

The AI-powered Podcast Player