Live streamed Thursday 8 April 2021.

During this webinar, our Co-Portfolio manager, Dr Suhas Nayak, and Head of Research Relationships and National Key Accounts, Julian Morrison, provided a review of our Funds’ performance over the last quarter and how we are positioned.

We were also joined by Frank Calabria, the Chief Executive Officer of Origin Energy Limited – one of Australia’s leading energy providers. Suhas discussed the thesis behind our investment in Origin and why we view it as a contrarian holding, before asking Frank a series of questions about Origin’s business and the outlook for the energy industry.


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