Basis Points: There's more to life than the Magnificent Seven with Alexander Whight | Milford

Mar 20, 2025

In this engaging discussion, Alexander Whight, Portfolio Manager and Head of Global Equities at Milford Asset Management, dives into the vastness of global investment opportunities. He emphasizes the importance of breaking free from concentration on just the 'Magnificent Seven' stocks. Alexander shares his investment process, highlighting the use of AI tools for stock research. He also discusses two intriguing companies, API Group and Aramark, shedding light on their potential and competitive advantages in the market.

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INSIGHT

Market Concentration and Volatility

Current markets are narrowly led, with few stocks outperforming indices.
This concentration, coupled with AI hype and political noise, increases volatility.

ADVICE

Managing Portfolio Risk

Be mindful of portfolio skews and diversification in the current market.
Consider exposure to specific macro outcomes or factors like AI infrastructure.

INSIGHT

Milford's Research Process

Milford uses a flexible, team-based approach to global equity research.
They combine bottom-up sector expertise with top-down macro insights and quantitative screens.

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We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points.

Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve.

We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. Head to the Equity Mates website and complete the CPD Quiz for this episode. We'll then email you your certificate.

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The global opportunity set for investors is massive. And yet, so much of our attention focuses on such a narrow section of one market. Today's guest wants us to break out of our bubble and explore the full global opportunity that we have before us.

Today we're joined by Alexander Whight, Portfolio Manager and Head of Global Equities at Milford.

We speak to Alexander about:

Separating the signal from the noise is such a noisy market
Alexander's investment process: from uncovering new ideas, research to investing
The best uses of AI tools for stock research
Two companies Alexander is finding interesting at the moment: API Group (NYSE: APG) and Aramark (NYSE: ARMK)

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This episode has been sponsored by Milford.

If you’d like to find out more about what Milford can do for your clients, check out milfordasset.com.au.

To learn more and before you invest, be sure to read the Milford Funds Product Disclosure Statements and Target Market Determinations at milfordasset.com.au. 'Milford’ in this podcast refers to Milford Australia Pty Ltd ABN 65 169 262 971 (AFSL 461253), which was formerly known as Milford Asset Management in Australia.

Thank you to Milford for helping us keep all of our content free and accessible.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points 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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