Presented by Justin Braitling, Portfolio Manager at Watermark Funds Management.
Golden days are going for many parts of corporate Australia. With changing competitive dynamics and expectations for low top line growth, many Australian industries are in a state of flux. Jeff Bezos, founder of Amazon, was recently quoted as saying: “Your margin in my opportunity”, and this theme is at play in several parts of our economy where comfortable oligopolies and usurious historic rents are under attack from new competitors and changing technologies. Justin Braitling will examine several industries where these trends are most evident and set out the prospects for some well-known Australian companies that are being affected.
Justin has over 24 years’ experience in investing in Australian and international securities. Justin was an Investment Analyst and Portfolio Manager at Bankers Trust for 12 years. He was a key member of the investment team at Bankers Trust that was consistently ranked in the top quartile of managers by InTech. Justin established Watermark in 2003 as an Absolute Return manager of Australian shares.
After the presentation the group discusses branch issues and meets informally over coffee, for which there is a $2pp charge. The Forum offers the opportunity to discuss your portfolio and current investment ideas with other members. This meeting is led by convenor John Upton.
The Sydney Investor Forum meet on the third Thursday of the month.
Visitors welcome. Members please bring your membership card.
Non-members are most welcome to attend their first meeting as a guest of the ASA.
Sydney Investor Forum (The Australian Shareholders’ Association)