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Podcast: Australian Investors Podcast
Episode: Auscap's high-conviction edge, market lessons & mistakes to avoid – Tim Carleton
Description: In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Tim Carleton, founder and Chief Investment Officer at Auscap Asset Management, to discuss:
– Auscap’s high-conviction approach to investing
– What makes a business “high quality” (and worth holding long-term)
– Risk management insights from Macquarie and Goldman Sachs
– Why valuation discipline and business quality matter more than ever
– The logic behind Auscap’s top investments including ResMed, REA, and Nick Scali
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