As the newly appointed co-portfolio manager for the Perpetual Equity Investment Company (ASX:PIC), Sean Roger knows where to find pockets of opportunity in the market.
In this interview, Sean returns to Livewire Markets’ Listed Series to reveal how the fund is positioned and what stocks are currently on his radar – from Australian businesses like Bluescope Steel and NewsCorp, to international companies such as Flutter and Howden Joinery Group.
“I think it's the case both in Australia and in the US where you've got pockets of the market that are really expensive and other pockets where there's actually some attractive value,” he says.
Tune into the video for more or see more on Livewire Markets.
Learn more about Perpetual Equity Investment Company (ASX:PIC)
About Sean Roger and Perpetual equities
Sean is deputy portfolio manager for Perpetual’s SHARE-PLUS Long-Short Fund and Perpetual Pure Equity Alpha Fund, as well as co-portfolio manager for the Perpetual Equity Investment Company (ASX:PIC).
Perpetual is a pioneer in Australian quality and value investing, with a heritage dating back to 1886. We have a track record of contributing value through “active ownership” and deep research.
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