Australian Investors Podcast cover image

Australian Investors Podcast

Capturing stocks with upside surprise, with Alphinity's Trent Masters

Nov 4, 2024
50:02

Alphinity Investment Management's Trent Masters explains the value to be captured when a skilled investor has the ability to find companies/stocks with upside earnings surprise potential.

On this episode of The Australian Investors Podcast, Owen Rask talks with Trent Masters, Global Portfolio Manager at Alphinity, about:

1. The benefit of a STEM background in investing

2. The outlook for big technology companies

3. Trent's best and worst bets on technology companies

4. Alphinity's investment philosophy and process

5. The value embedded in earnings surprises, and more


Learn more about the Alphinity Global Equity Fund: https://www.alphinity.com.au/core-funds/alphinity-global-equity-fund/

Trent's Linkedin: https://www.linkedin.com/in/trentmasters?originalSubdomain=au


~~ Resources you'll love ~~

Invest with Owen: https://bit.ly/R-invest

All services: https://bit.ly/R-plan

Ask a question: https://bit.ly/3QtiY00


DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner