Equity Mates Investing Podcast Three Aussie stocks that break the boring stereotype - David Wilson | First Sentier Investors
Jun 5, 2025
David Wilson, Deputy Head of Australian Equities Growth at First Sentier Investors, challenges the stereotype of Australian large-cap stocks being boring. He highlights exciting companies like Brambles, which excels in pallet pooling innovation; ResMed, a global leader in sleep apnea devices; and NAB, emphasizing their growth potential. David also discusses a new leveraged ETF strategy aimed at enhancing returns while navigating risks, convincing listeners that there's more to Aussie stocks than just banks and miners!
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Australia's Diverse Large Caps
- Australian large caps are not just banks and miners but include global leaders like Goodman, Brambles, and WiseTech.
- Australia’s small market and high labor costs have driven companies to innovate and compete internationally.
How LEVR Works
- The leveraged ETF uses income from stable banks, miners, and insurers to fund borrowing costs.
- Leverage amplifies returns on growth stocks in the fund, but also increases volatility risk.
Who Should Invest in LEVR
- LEVR is designed for investors who can tolerate volatility and seek long-term wealth growth.
- It suits younger, affluent investors and financial advisors, but not for one's last dollar due to leverage risks.