Aussie equities manager Hugh Dive from Atlas Funds Management joins the podcast to discuss: Which companies delivered during reporting season, and which didn’t The results the market has clearly misread Why Telstra is back to its old tricks The sector that remains overvalued, and Where he is sifting through the underperformers for opportunity.
While much of the investment industry recommends selling the banks, many were saying the same thing 12 months ago. The reporting season shows why bank shareholders should be rewarded for ignoring the current market noise.
