Australian Equity - Thought Leaders Series, Part 1

17 August 2016

In investing, value is intrinsically linked to the perceived worth of a company. Yet in a market that’s becoming more risk-averse, investors are increasingly choosing to prioritise safety at any price instead. In the first of two conversations with Vanessa Stoykov, creator of the "No More Practice" series, Jason Kim, Portfolio Manager & Senior Analyst, Australian Equities discusses the role of value in investing and how being patient and staying the course can help to realise value.

Duration: Approx 11 minutes


Jason Kim, Portfolio Manager & Senior Analyst
B Economics, M Economics, F. Fin, FIAA (Fellow of the Institute of Actuaries of Australia)

Jason joined the business in 2000. He has 22 years’ experience, including 19 years in funds management and three years with the Commonwealth Public Service. Prior to joining, Jason worked with ASSIRT and Deutsche Funds Management as a quantitative analyst and portfolio manager focusing on strategic asset allocation, managed funds research and risk control. Jason is co-portfolio manager for the Nikko AM-Tyndall Australian Share Wholesale Fund and Nikko AM-Tyndall Australian Share Concentrated Fund. He has analyst responsibilities for the Insurance sector.

This video was prepared and is presented by Nikko AM Limited ABN 99 003 376 252, AFSL 237563 (Nikko AM Australia). This video is for the use of advisers and sophisticated investors only. The information provided may contain general advice and has been prepared without taking into account your objectives, financial situation or needs. It is not intended to constitute personal advice and must not be relied upon as such. Whilst we believe that the information herein is correct as at the date presented, no warranty of accuracy or reliability is given and no responsibility is accepted for errors or omissions. Past performance is not an indicator of future performance. Any economic or market forecasts are not guaranteed. Any references to particular securities or sectors are for illustrative purposes only and are as at the date of publication of this material. This is not a recommendation in relation to any named securities or sectors and no warranty or guarantee is provided as to the positions. Nikko AM Australia is part of the Nikko AM Group.

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