Joined by Portfolio Managers Sean Sequeira and Alan Kwan of Australian Eagle Asset Management, we discussed the team’s core investing principles of identifying quality, valuation and, crucially, a potential change catalyst. Sean highlighted the portfolio companies whose investment grade rating had changed following February’s reporting season and how the portfolio has been positioned to best take advantage of the current investment conditions.
Finally, Sean and Alan explored how quality and valuation comes together using Cochlear (ASX:COH), Transurban Group (ASX:TCL) and QBE Insurance (ASX:QBE) as specific examples of the investment process in action.