Latest news with #FirstSentier
AU Financial Review
21-05-2025
- Business
- AU Financial Review
Three ‘unpopular' ASX giants veteran fundies are backing
Veteran Australian equity investors are backing companies in the healthcare and energy sectors – names that may be out of favour with the market, but ones that the fund managers are adamant are still a good bet. Speaking on the second day of the Morningstar Investment Conference in Sydney, well-known stockpickers from Pendal, First Sentier, and Allan Gray shared their top tips and pointed to underperforming ASX giants that they said were poised for a turnaround.
AU Financial Review
11-05-2025
- Business
- AU Financial Review
Here's where First Sentier's $10b manager is placing his ASX bets
With nearly four decades of stockmarket experience under his belt, David Wilson has weathered his fair share of market booms and busts that few have experienced firsthand. He's now the deputy head of Australian equities at First Sentier and in charge of the firm's $10 billion Geared Australian Share Fund, but the start of his journey to the buy side was a far cry from the digital trading desks and algorithmic models of today.
