Name: Reporting Season & Volatility – Outlook for Australian Equities
Start: 2018-03-05T00:00:00Z
End: 2018-03-05T00:27:20.000Z
Location: BrightTALK
Rating: 5

Solaris is an independent, style neutral Australian equities funds manager.

The Solaris Australian Equity Long / Short team of Gus Roberts, Damien Keune and Sean Martin will be hosting a webinar to discuss the Solaris Australian Equity Long Short Fund and what are the next funding shorts and long investment ideas to drive returns in the Australian market.

Discussion Points:
- What reporting season told us and what are our best long and short ideas?
- Royal Commission and where to from here for banks and non banking financials both long and short ideas
- Resources – winners and losers?
- Outlook for Australian Long / Short investing

What are the best long & short investments following reporting season?

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?

What are the next funding shorts to drive returns in the Australian market

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?

2018 – Where are we in the Australian equity cycle?

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

Driving investment returns via shorting: 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

Australian equities: How to profit from falling shares

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?

Reporting Season & Volatility – Outlook for Australian Equities

Australian equities

Long Short

Investment Management

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Reporting Season & Volatility – Outlook for Australian Equities

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