the investment committee

"The Call Portfolio" was invested at the beginning of March, 2022. The fantasy portfolio is a high conviction growth fund with a constituency of no more than 20 stocks. Our goal is to be in the top 25% of comparable Australian funds, as tracked by Lonsec.

Our timeframe for ‘investors’ is 5-7 years.

The Investment Committee meets each month and will be able to add or remove stocks based on buy or sell recommendations from that month’s episodes of “The Call”.

WATCH THE INVESTMENT COMMITTEE

Ben Clark from TMS Private Wealth

Henry Jennings from Marcus Today

Mathan Somasundaram from Deep Data Analytics

DISCLAIMER

The Call model portfolio is not intended as, and does not constitute, financial advice. Any advice and information contained in The Call is general in nature and does not take into account your particular circumstances and needs. You should always assess or seek professional advice about whether an investment is appropriate for your needs, financial situation and objectives. The views of the experts appearing on “The Call” or in “The Investment Committee” do not represent any form of recommendation on behalf of AUSBIZ TV PTY LTD.

Investment Committee chart made using Flourish.