The world has changed dramatically in a matter of months.
Some industries are well-placed. Others are not. Some managers have responded well to the Covid challenge. Others have struggled.
Uncertainty about the virus and the economy — at industry and company levels — remains high.
But some things don’t change. Uncertainty still leads to mis-pricing. And mis-pricing leads to opportunity.
We find these opportunities at the company level. They become clear via our access to management, through the experience of a large team with broad market coverage, and a deep understanding of industry structures.
We invite you to join Pendal’s head of equities Crispin Murray where he will share his outlook for Australian equities based on hundreds of conversations with ASX CEOs and execs.
You’ll learn how Crispin has tackled the challenge of investing through a pandemic.
Attendees will qualify for CPD points.
Crispin is Head of Equities at Pendal Group an ASX listed fund manager with A$90b funds under management (FUM). He joined the funds management business of BT Financial Group, now Pendal Group, in 1994, initially responsible for European equities and served as Head of European Equities from April 1998, He was subsequently appointed to his current role in January 2003 overseeing Pendal’s Australian equities business, currently managing A$15b of FUM, making it the largest fundamental equity team in the market.
He is responsible for managing a number of our flagship Australian equity funds, which under his watch have outperformed the market over multiple periods since his appointment in 2003.
Prior to Pendal, Crispin worked for Equitable Life in London.
Crispin is a Director of the Anika Foundation and served as a Director of Football Federation of Australia from 2015-19.
He holds an Honours degree in Economics & Human Geography from Reading University.