Catriona Burns is the lead Portfolio Manager at WAM Global (ASX: WGB)/
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 Catriona, we're unpacking:
- How Catriona got her start in the finance industry
- Where Catriona is seeing opportunities in today's market
- Catriona's investment philosophy and how it has evolved from her early days in markets
- The hallmarks of a great long-term investment
- How Catriona would set up a portfolio for the next 30 years
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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.
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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.
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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.
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