Bond-like equities, be careful what you wish for!

Presented by

Jacob Mitchell

About this talk

During this 20 minute webinar, Jacob Mitchell, Chief Investment Officer at Antipodes Partners, will discuss key interest rate sensitive exposures in the Antipodes portfolios. Discussion points: - Global valuation dispersion – Look beyond the headlines! - When the only real yield stocks left are banks, what do you do? o Buy strong incumbent banks holding sound collateral, e.g. ING Groep and KB Financial o Short expensive yield, e.g. infrastructure imitators and other “junk bond” beneficiaries

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Antipodes Partners is a pragmatic value manager of global and Asian equities (long only and long-short). We aspire to grow client wealth ahead of the broad market over the investment cycle without subjecting capital to undue levels of risk. We take advantage of the market’s tendency for irrational extrapolation around changes in the operating environment, identify great businesses that are not valued as such and build high conviction portfolios.