Podcast: Play in new window | Download
Subscribe: RSS
We’ve had some real estate royalty on the Long Property Show over the years but this is a first for us… bringing in an equities guy!
Tom started his career in investment banking and then co-founded VP Capital in 2018. Tom has been portfolio manager at VP since day 1 and his main fund has generated a 19.4% p.a. return net of fees since inception which is roughly 3x the All Ords index.
Like property investors professional share market investors keep a close eye on the economy and they also have investment philosophies which we can all learn from.
In today’s show we were keen to understand where Tom’s seeing opportunity at the moment and the drivers behind VP’s success.
Here are the key topics discussed…
- How Tom got into investment management and what made him decide to start up his own shop
- The concept behind value investing and the reason Tom adopts this strategy
- Tom’s read on the economy and the possibility of a soft landing
- The particular company fundamentals which have gained importance over the past 12 months
- Where Tom has a difference in opinion at the moment, versus market
- The composition of VP’s current investment portfolio
- How VP’s short capability fits in with the portfolio
- How VP protects again downside risk
- The difference between defensive businesses, versus defensive investments
- The types of investment strategies which might perform well over the next decade
- Tom’s current view on the residential property market
To learn more about VP Capital or to get in touch with Tom head over to the VP website – www.vpcapital.com.au
Thanks for tuning in!
—
The Long Property Show provides general information only and has been prepared without taking into account your objectives, financial situation or needs. We recommend that you consider whether it is appropriate for your circumstances and your full financial situation will need to be reviewed prior to acceptance of any offer or product. Nothing in the Long Property Show constitutes legal, tax or financial advice and you should always seek professional advice in relation to your individual circumstances.
