#17 - Tim Carleton | Has Christmas Come Early For Aussie Equities?
The Rate Of Change · Murdoch Gatti
Audio is streamed directly from the publisher (content.rss.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Tim Carleton is the Chief Investment Officer at AUSCAP Asset Management. Tim, alongside his colleagues Will Mumford and Gavin Rogers, manages two funds under the AUSCAP banner. Both of these funds target solid absolute risk-adjusted returns by investing in companies that generate strong cash flows and are trading at attractive prices. Firstly, the Auscap Long Short Australian Equities Fund, which has returned an average of 14.5% since its inception in 2012, 11% on average over 5 years, 12.4% over 3 years, and 1.5% over the past 12 months, with a 5.8% return in the past month. Secondly, they have just launched the Auscap Ex-20 Australian Equities Fund at the beginning of December 2023.
For me, I really enjoyed hearing Tim break down the differences and similarities between the two strategies. He discusses what exactly an Ex-20 Aussie Equities fund is and why they timed the launch for 1st of December.
So, join us as Tim delves into the details of a number of companies, such as Mineral Resources, Realestate.com, Carsales, Resmed, and Nick Scali Furniture. Hear his views on where he thinks markets are going as we discuss the recent movements of the 10-year bond rates and their impact on current markets.
So, before we get into the podcast, I would also like to encourage you to listen to the disclaimer at the end of this ROCast and to keep your feedback coming.
You can reach me at