Dr Manny Pohl AM, Managing Director of Global Masters Fund Limited (ASX: GFL) and CIO and founder of ECP talks about the market and GFL.

Conversation points

  • Introduction to ECP and Global Masters Fund
  • Why has GFL been top-performing? @ 1:50s
  • Why GFL has a bias towards Growth companies @ 3:00
  • 12 months ago you wrote an article that was very positive about forwarding earnings particularly in quality growth companies – how do you see the market looking ahead? @ 4:50
  • What is the secret to delivering top returns for over 20 years and can this success continue? @ 6:40
  • Importance of Disciplined process to investing @ 7:30
  • Example of how good fund managers can rejuvenate their own skills @ 8:15
  • How were you the best-performing fund manager during the GFC? @ 9:15
  • How the fund manages inflation risk @ 10:15
  • What would be more of a worry than inflation @ 11:10
  • How people can invest in GFL @ 13:15

Watch the interview on Youtube here or click the image above.

Important Note: this interview is provided for information purposes only. It should not be construed as financial advice or an investment recommendation. Past performance is no guarantee of future performance. Consult a professional financial expert before making any investment decision.