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LIVE from ASA: Perpetual's James Holt on 3 companies to benefit from decarbonisation & the most impressive business models

Australian Investors Podcast

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The Interplay Between Top Down and Bottom Up

We're very much bottom up stock pickers. We love to buy something for 70 or 80 cents an dollar, 50 cents an dollar if we can get it. The smaller the companies are, the better because it's less and less researched as you go further down the spectrum. And that's how we do things. Which is not to say you don't ignore the macro. You know, in the graveyard of financial forecasts, there's a very large portion set aside for macro forecasts. It's a very, very hard thing to do. Whereas bottom up, stop picking in theory is easy because there's so many different ways you can make money. So many rocks in the calendar. But

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