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Daryl Wilson
From Affluence Funds Management.
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14 snips
May 19, 2025
• 1h
Step by step guide to selecting a managed fund
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Daryl Wilson, from Affluence Funds Management, shares insights into effectively selecting managed funds and constructing portfolios. He breaks down the nuances of strategic and tactical asset allocation, discussing when to adapt exposure based on market conditions. Daryl emphasizes the importance of aligning fund managers' interests with investors’ goals while recognizing value versus growth styles. He also offers a contrarian perspective on investing in small-cap opportunities amidst market shifts, making the complex world of fund management accessible and engaging.
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