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Podcast: Australian Investors Podcast
Episode: Capturing stocks with upside surprise, with Alphinity's Trent Masters
Description: Alphinity Investment Management's Trent Masters explains the value to be captured when a skilled investor has the ability to find companies/stocks with upside earnings surprise potential.On this episode of The Australian Investors Podcast, Owen Rask talks with Trent Masters, Global Portfolio Manager at Alphinity, about:1. The benefit of a STEM background in investing2. The outlook for big technology companies3. Trent's best and worst bets on technology companies4. Alphinity's investment philosophy and process5. The value embedded in earnings surprises, and more...