Reporting season - the end of momentum

9 March 2017

Jeremy Bendeich, Chief Investment Officer and Portfolio Manager, Avoca Investment Management discusses overall impressions and trends for the reporting season. He discusses:
  • What was your overall impression of the reporting season that just past? (00:18)
  • How did your portfolio/investments fare in reporting season? (1:08)
  • What was your best and worst performing investments? (2:10)
  • Are there any trends evident in reporting season? (3:27)
  • How are you positioned in a reflating global macro environment? (4:47)
  • Where do you see value in the market? (6:17)


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