Flinders Investment Partners Presentation, FNN Fund Manager Event, April 2019, Melbourne

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Flinders Investment Partners Portfolio Manager Richard Macdougall presents on the Flinders Emerging Companies Fund, its approach, largest positions, sector overweights and performance at FNN's Fund Manager Event.

Key points:

  • The fund has outperformed its benchmark from inception and is a top quartile fund vs its peers
  • Flinders Emerging Companies Fund invests in 30-40 stocks (excludes S&P/ASX100)
  • What to watch - trade war, tighter credit conditions, Brexit EU uncertainty and Australian house prices
  • Top 10 holdings include Service Stream, Webjet, Seven Group Holdings, Corporate Travel Management, Smartgroup, Bingo, NRW, Gold Road Resources, Bravura Solutions and Ruralco

For more, watch Portfolio Manager Richard Macdougall present.