Equity Mates Investing Podcast Best of the Best: AI Hype, China Risk & Australia's Best Stocks - Julia Weng | Paradice Investments
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Dec 3, 2025 Julia Weng, a portfolio manager at Paradice Investment Management, shares her insights on navigating the Australian equities market. She emphasizes the importance of return-on-capital and management alignment in stock selection. Julia contrasts the hype around AI with the advancements in robotics and automation, advocating for evidence-based research. She also discusses China's investment potential in the face of market volatility, and her focus on physical automation as a long-term theme, offering a blend of cautious optimism for the future.
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Running A Bakery Shaped Her Investing
- Julia co-founded and ran a bakery early in her career which taught her practical business realities.
- Running the bakery made her a better investor by forcing her to consider operations, maintenance and staff constraints.
Return-On-Capital And Aligned Management
- Paradise hunts for high return-on-capital businesses with management incentives aligned to shareholders.
- They triangulate claims with field research and expert calls to avoid management spin.
Change Your Mind When Facts Change
- Investment edge includes updating views quickly when facts change and avoiding crowded narratives.
- They identified Ansell's niche industrial glove markets and tariff resilience as an overlooked recovery opportunity.