Since the emergence of “Modern Portfolio Theory” and the “Capital Asset Pricing Model” in the late 1960s, institutional investors have taken a quantitatively driven approach to portfolio construction, looking to create portfolio diversification and obtain better risk-adjusted returns by balancing their asset-class exposures. This journey has seen several important advancements in thinking about how to optimally achieve desired results.
Funds that want to take the total portfolio approach first need to get the total portfolio view. To do that they not only need data – and lots of it – but a rock-solid understanding of exactly how they’re going to use it.
Rask Podcast with Contact’s Tom Millner & Will Culbert
The latest instalment of Rask Australia’s The Australian Investors Podcast features portfolio managers Tom Millner and Will Culbert from Contact Asset Management.
Contact AM is the investment manager behind the BKI listed investment company, WHSP Large-Cap portfolio, and an ex-50 fund.
Will and Tom were kind enough to join Owen via video link from their Sydney office, with a photo of the Contact racing horse behind them.
Tom and Will share the story of their early life, lessons learned working for their family businesses, permanent capital and funds management, investing for dividends and the importance of a long-term focus. I hope you enjoy this episode of the Australian Investors Podcast.
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