Catriona Burns - Compounding really is your friend, finding long-term structural winners | Summer Series

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Dec 29, 2024

Catriona Burns, Lead Portfolio Manager at WAM Global with over 20 years in the finance world, shares her intriguing investment journey. She discusses the significance of compounding and finding long-term structural winners. Catriona challenges the idea that volatility equals risk, suggesting it can create opportunities. She emphasizes investing in high-quality companies, outlining her evolving philosophy throughout her career. Finally, she offers insights on setting up a resilient portfolio for the next 30 years, highlighting patience and strategic thinking.

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INSIGHT

Market Composition

Today's market composition differs significantly from the past, with more passive funds and algorithmic traders.
This impacts market volatility and creates opportunities for investors.

ADVICE

Long-Term Structural Winners

Invest in long-term structural growth areas like innovative health, electronic marketplaces, and digital enterprises.
These multi-year trends offer opportunities to buy during short-term market noise.

ANECDOTE

AI Hype and Reality

The AI thematic caused significant run-ups in certain stocks, even those without AI-related revenue or earnings.
Supermicro's market cap fluctuations exemplify this trend.

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

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