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Equity Mates Investing Podcast

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

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.
29:36

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Catriona Burns emphasizes the necessity of focusing on long-term investment horizons by understanding company fundamentals for building wealth.
  • She warns against investing in companies based solely on trends, highlighting the importance of scrutinizing fundamentals to avoid inflated valuations.

Deep dives

Investment Insights from Industry Experts

The discussion highlights the importance of learning from experienced investors as a crucial part of the investing journey. Various experts have shared actionable insights on their experiences and strategies to navigate financial markets. Specifically, the podcast emphasizes focusing on long-term investment horizons, where understanding company fundamentals, industry positions, and management quality becomes essential. By learning from these seasoned professionals, new investors can gain valuable perspectives to set up their financial future.

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