“Meet the Manager” Boardroom Lunch 2015

Seminar
Location: The Heritage Room, Intercontinental Hotel, 117 Macquarie Street, Sydney CBD

We invite select clients to our annual boardroom lunch to hear a fund manager of choice to provide their insights into the current economic environment.

We invite select clients to our annual boardroom lunch to hear a fund manager of choice to provide their insights into the current economic environment.

Guest Speaker:

Patrick Russel, Northcape Capital Pty Ltd

Northcape Capital was established in 2004, and specialises in managing concentrated portfolios of listed Australian and global equities. Operating out offices in Sydney and Melbourne, Northcape manages more than A$8 billion of assets on behalf of a range of institutional clients and high net worth individuals. Profile currently invests in the Northcape Global Emerging Markets fund via both the Accumulation and Preservation Portfolios.

Patrick Russel is a Director of Northcape, and a portfolio manager and analyst for the Emerging Markets equity strategy. Patrick joined Northcape in July 2008. Prior to this, Patrick worked at Merrill Lynch for 18 years where he was a Managing Director within the Global Emerging Markets research team, and head of the Asia Pacific Telecom and Media research team, based in Melbourne. This involved extensive travel and researching of emerging market companies across North and South Asia, Australasia and the sub continent. Previously Patrick worked for Kleinwort Benson (London) as an equity analyst, and prior to that for the New Zealand Government Department of Trade and Industry, as an Econometrician.

Patrick holds a Bachelor of Commerce degree from the University of Canterbury (Lincoln College, NZ), and has completed post graduate studies in Developing Country Economics and Investment Analysis.

Topic:

Northcape Capital Pty Ltd– Patrick Russel
(Director, Portfolio Manager/Analyst, Northcape Capital Pty Ltd)

Patrick presented Northcape’s outlook for the global economy, taking into account key recent events in financial markets. Patrick also introduced Northcape, discussing how they manage money, their process and philosophy, and updated us on some of the positions in the Northcape Global Emerging Markets fund

Topic:

Economic & investment markets outlook - Jai Parrab
(Head of Investment Research and Portfolio Manager, Profile Financial Services)

Jai provided a brief update on Profile’s outlook for financial markets, and how the Portfolios are being positioned in light of the prevailing economic environment. Jai also discussed the current manager selection strategy being implemented in the portfolios, including the allocation to the Northcape Global Emerging Markets fund

Client comment:

Thank you, you covered everything. Both Phillip and I are most obliged, and thank you for this outstanding presentation.(CW)

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