Australian equities - Spring is here – is there a change in the air?

Sean Martin, Chief Investment Officer, and Damien Keune, Head of Dealing, from Solaris will be hosting a luncheon to discuss the Solaris Australian Equity Long Short Fund and what are the next funding shorts to drive returns in the Australian market.

Discussion points:

- Does AMP short have further to go?
- Telstra - dividend trap or value?
- Outlining high conviction sector pairs trades that will win in both up and down markets
- What are Solaris best long ideas?

Discussion points:

- What reporting season told us?
- Current valuations and what is the outlook
- How has the Solaris Australian Equity Long Short Fund performed through the market volatility?
- What stocks and sectors stand out?

Webinar discussion points:

• Australian equity market outlook
• Where are we in the cycle and is the market overvalued?
• How do we profit from shorting different stocks?
• Stocks & sectors we like and which stocks & sectors we are avoiding?

Solaris Investment Management Limited (Solaris) is an Australian equities fund manager whose investment strategies have out-performed against the respective benchmarks in the past 15 out of 17 years. With over 5 billion in FUM, Solaris will discuss their post reporting season update.
Webinar discussion points:
• Why long short investing?
• How do we short?
• What investments we like
• What investments we don't like: Using ESG as a risk screen

Webinar discussion points:

- How our 16 year approach has delivered out-performance for investors
- Why long short investing
- How do we short
- What stocks and sectors to own
- What stocks and sectors to avoid

During our short webinar, Solaris' Damien Keune (Head of Dealing) and Gus Roberts (Dealer) will discuss Australian equities - is there a change in the air?

Specifically discussing:

- Reporting season set the scene for...
- Valuation steps up as a consideration
- What companies to avoid?
- Making money in 2017, where to invest?

The webinar will be followed by a live Q&A session.

During our short webinar, Solaris' Damien Keune (Head of Dealing) and Gus Roberts (Dealer) will discuss stocks, sectors and style with the recent Australian equity volatility as a back drop.

Specifically discussing:
What styles are working (or not)?
Where are the best value and growth opportunities in the market?
International or Domestic?
When is the time to look at Resources?

The webinar will be followed by a live Q&A session.

During our 15 minute webinar, Solaris' Damien Keune (Head of Dealing) and Gus Roberts (Dealer) will discuss the outlook from reporting season and whether the market is fair value again.

During our webinar Damien and Gus will discuss:

- August volatility - is this the correction we had to have?
- Where are we now - are the markets fair value again?
- Where are the opportunities - is 2015 the year for small caps?

The webinar will be followed by a live Q&A session.

During our 20 minute webinar Damien Keune (Head Of Dealing) and Gus Roberts (Dealer) will discuss Australian equities and whether they have reached fair value.

During our webinar Damien and Gus will discuss:

The best opportunities in the current market
Risks for full year reporting - the 2nd half club
Stocks that exhibit superior cash flow attributes
What styles and sectors are crowded - The risk with ETFs

The webinar will be followed by a live Q&A session.

During our 15 minute webinar Sean Martin (Chief Investment Officer) will discuss the myths of active investing & constructing Australian equities portfolios for 2015.
During our webinar Sean will discuss:

Myth: Going index is superior
Myth: Fund size doesn't matter
Constructing Australian equities portfolios for 2015

The webinar will be followed by a live Q&A session.

During this 15 minute webinar Damien Keune (Head Of Dealing) and Gus Roberts (Dealer) will discuss the outlook from reporting season and whether yield plays have become overvalued.

During our webinar Damien and Gus will discuss:

- A quick look at August reporting season.
- Where is the growth - Are industrials the place to position your portfolio?
- Banks - Are they overvalued?
- What to do with resource companies?
- Investing for a rising bond yield and volatility environment - When defensive may not be defensive?
- AUD weakness - Who benefits and loses and the possibility for M&A

The webinar will be followed by a live Q&A session.

Solaris is one of Australia’s leading equity fund managers.
In our 15 minute webinar we will discuss:

Are Australian equities expensive?

Has there been a real re-rating or overvaluation?

What did reporting season tell us in relation to positioning your client’s portfolio

Growth bubble – fact or fiction

What stocks and sectors are cheap and expensive

During our 15 minute webinar Sean Martin (Solaris Chief Investment Officer) will discuss the key attributes Solaris considers when analysing the investment qualities of an IPO.