The Company Chairman Nancy Fox provided shareholders with an overview of the FY18 results and highlights. Vince Pezzullo, Perpetual Investments’ Deputy Head of Equities and PIC Portfolio Manager then shared his views on the key contributors and detractors to investment performance in FY18, current market conditions including reporting season, stock insights into a number of the Australian and global securities held in the portfolio. Vince also touches on some key themes that are creating opportunities looking forward.
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