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6 top funds for global equities | Nanuk, FEMX, QUAL, HACK, FANG & MOAT

Australian Investors Podcast

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Mote ETF

The risk, the challenge we see is when you've got a core in a satellite that this overlaps a lot with the core. Interestingly enough, the price earnings ratio of the Mote ETF companies is 21 times with a price to book ratio of 3.5,. whereas versus 20 and 6 with coal. So that would imply if you just looked at just trying to help you understand like in terms of the portfolio analytics, what you're seeing here is you're seeing with coal, you are seeing capital light to businesses, then you are with Mote. But those also tend to flex on the downside as well. Whereas the hard assets of something like Mote will provide some of that downside

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