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Mar 2025
37m 54s

Basis Points: There's more to life than ...

Equity Mates Media
About this episode

We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points.


Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve.


We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. Head to the Equity Mates website and complete the CPD Quiz for this episode. We'll then email you your certificate.


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The global opportunity set for investors is massive. And yet, so much of our attention focuses on such a narrow section of one market. Today's guest wants us to break out of our bubble and explore the full global opportunity that we have before us.


Today we're joined by Alexander Whight, Portfolio Manager and Head of Global Equities at Milford.


We speak to Alexander about:

  • Separating the signal from the noise is such a noisy market
  • Alexander's investment process: from uncovering new ideas, research to investing
  • The best uses of AI tools for stock research
  • Two companies Alexander is finding interesting at the moment: API Group (NYSE: APG) and Aramark (NYSE: ARMK)


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This episode has been sponsored by Milford.


If you’d like to find out more about what Milford can do for your clients, check out milfordasset.com.au.


To learn more and before you invest, be sure to read the Milford Funds Product Disclosure Statements and Target Market Determinations at milfordasset.com.au. 'Milford’ in this podcast refers to Milford Australia Pty Ltd ABN 65 169 262 971 (AFSL 461253), which was formerly known as Milford Asset Management in Australia.


Thank you to Milford for helping us keep all of our content free and accessible.


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Want more Basis Points?


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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


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Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.



Hosted on Acast. See acast.com/privacy for more information.

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