Company Reporting Season Webinar


5 September 2016

Brad Potter, Head of Australian Equities; Jason Kim, Portfolio Manager & Senior Analyst; and Michael Maughan, Portfolio Manager & Senior Analyst discuss the health of Australian companies and their expectations for the months ahead.

To discover the team’s three key takeaways from August reporting season and why we believe that value as a style is likely to outperform in the near future, watch the below replay of the Webinar or read the paper August reporting season: Value starting to make a comeback.

Duration: Approx 30 minutes


Brad Potter, Head of Australian Equities
B Science (Hons), Graduate Diploma of Applied Finance & Investment (SIA)

Brad joined the business in 2002. He has 27 years' experience primarily in the funds management and stockbroking industry, and has overall responsibility for managing the Australian equities team, process and portfolios. Prior to joining Nikko AM Australia, Brad was Director, Corporate Finance with Westpac, a Senior Resource Analyst with Ord Minnett and in his early career, a geologist working with a number of resource companies. Brad has portfolio management responsibilities for the Nikko AM-Tyndall Australian Share Wholesale Strategy and Nikko AM-Tyndall CVA Plus Strategy. He has analyst responsibilities for Banks.

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 24 years’ experience, including 21 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, Nikko AM-Tyndall CVA Plus Strategy and Nikko AM-Tyndall Australian Share Concentrated Fund. He has analyst responsibilities for the Insurance sector.

Michael Maughan, Portfolio Manager & Senior Analyst
B Commerce, CA

Michael joined the business in 2007. He has 18 years’ experience in the stockbroking and funds management industry. After training and qualifying as a chartered accountant he moved to London, initially as a research analyst with BNP Paribas and then as an analyst and portfolio manager with Gartmore Investment Management. Michael co-manages the Nikko AM-Tyndall Australian Share Income Fund and an Institutional Share Income mandate. He has analyst responsibilities for the Media, Telecommunication Services and Transportation/Logistics sectors.

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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