Videos

Below are various videos featuring Chief Investment Officer, Steve Johnson. Chronologically ordered (bottom up), you’ll find an introduction to the Value Fund, its unit trust structure and value investing methodology. There are several reviews of the Value Fund’s performance as well as insight into discussions around China and the Australian Retail sector.

Two Year Review of the Value Fund - November 2011

Value Fund Update - April 2011

The four clips below were recorded at an information night held in Melbourne.

Part 1 - A Review of the Macro Environment

Part 2 - The China Bandwagon

Part 3 - The winners and losers

Part 4 - Portfolio Distribution and investor information for new investors

Review of the December 2010 Quarter

Steve reviews the performance of the Value Fund and discusses some of the factors that influenced the portfolio over the December 2010 quarter.

Sky Business - Market Day Co-host (9.12.10)

Steve co-hosted Sky Business' Market Day on 9 December 2010. Here is a short clip on the retail sector.

Value Fund structure, fees and costs

Steve explains the structure, fees and costs of the Value Fund.

Investing methodology

Find out about the investing methodology behind the Value Fund.