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Is your investment Strategy Factual or Fictional?

Andrew Glass, Pengana

In this episode of the Nest Egg podcast, Steven Glass, deputy portfolio manager of the international equities fund from Pengana, joins host David Stratford to reflect on his investing background and reveal how you can leverage investor psychology to your advantage.

Steven will discuss the dangers of an oversaturation of data surrounding the market, reveal why it is in fact a long-term perspective that should shape your decisions, yet also why your strategy needs to be flexible so as to reflect what is happening in the market – often against what other investors are doing.

Finally, Steven will share how Pengana is structuring their portfolio, why he places importance on “time on the ground” with the various companies and prospects involved, and share his insights into the opportunities likely to present themselves into 2019.

Thanks Steven, for sharing your insights with the Nest Egg podcast team!

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Is your investment Strategy Factual or Fictional?
Andrew Glass, Pengana
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