Cooking with Gas

Presented by

Andrew Baud

About this talk

Andrew Baud, Deputy Portfolio Manager, will be hosting a webinar to discuss where Antipodes Partners sees opportunities within global equities. Discussion points: - Challenging the negative consensus view on the global LNG market - Explore the linkages between global coal/gas prices and European electricity prices - The unappreciated value and systematic importance of legacy European power generation assets Key takeouts: - Expression of a global commodity view across uncorrelated opportunities - Taking advantage of today's market irrationality whilst managing risk, i.e. look for asymmetry

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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.