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Firetrail Equity Edge | High Conviction Investing

Firetrail Equity Edge | High Conviction Investing

Firetrail

Firetrail is an investment management firm that specialises in high conviction investing. We build concentrated portfolios of our best ideas, to generate outstanding long-term performance for our clients. We interview Firetrail’s Portfolio Managers and Equity Analysts about a stock we have invested in to provide you with the Firetrail Equity Edge.

Categories: News & Politics

Listen to the last episode:

Passive and index-style investing now dominate global and Australian equity markets while active management has been falling out of favour. But it’s our view passive investing is riskier than ever, and well-executed active management offers patient investors a better way forward. In this episode, Firetrail Managing Director Patrick Hodgens and Product Specialist Catie Ryan unpack why the traditional promises of passive investing are breaking down, how index concentration and mechanical flows are distorting prices, and where genuinely active managers still have an edge. From fragile liquidity in mega caps to better value and volatility-driven opportunity outside the ASX 20, this conversation explores where active management is still alive and well — if you know where to look. Head to the full article for more detail and all the charts and data we referred to. This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 51682. This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance. Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238371 ('PFSL') is the product issuer of the Funds. PFSL is not licensed to provide financial product advice. PFSL is a wholly owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) ABN 22 100 325 184.