Investors might have heard of ‘Growth at a Reasonable Price’ (GARP) - a strategy that combines both value and growth in making investment decisions.

But there’s a view that with rates at record lows, a different principle has pervaded the market - ‘quality at any price.’

Nicolas Bryon, portfolio manager of the Atlantic Pacific Australian Equity Fund, tells Sean Aylmer why he believes some stocks need to 'de-rate'.

This is general information only. You should seek professional advice before making investment decisions.

Investors might have heard of &lsquo;Growth at a Reasonable Price&rsquo; (GARP) - a strategy that combines both value and growth in making investment decisions.
But there&rsquo;s a view that with rates at record lows, a different principle has pervaded the market - &lsquo;quality at any price.&rsquo;
Nicolas Bryon, portfolio manager of the Atlantic Pacific Australian Equity Fund, tells Sean Aylmer why he believes some stocks need to 'de-rate'. This is general information only. You should seek professional advice before making investment decisions.

Business news you can use. A daily business news podcast with journalists Sean Aylmer and Michael Thompson. Find out more at https://fearandgreed.com.au

Business news you can use. A daily business news podcast with journalists <a href="https://www.linkedin.com/in/sean-aylmer-9922068/" data-saferedirecturl="https://www.google.com/url?q=https://www.linkedin.com/in/sean-aylmer-9922068/&amp;source=gmail&amp;ust=1689199223540000&amp;usg=AOvVaw0wu3ezGEfBZFYspJbTTaYL">Sean Aylmer</a>&nbsp;and&nbsp;<a href="https://www.linkedin.com/in/mcwthompson/" data-saferedirecturl="https://www.google.com/url?q=https://www.linkedin.com/in/mcwthompson/&amp;source=gmail&amp;ust=1689199223540000&amp;usg=AOvVaw08pZ8jZ88rHJgCfbHkTr5k">Michael Thompson</a>.&nbsp;Find out more at&nbsp;<a href="https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain=fearandgreed.com.au/" data-saferedirecturl="https://www.google.com/url?q=https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain%3Dfearandgreed.com.au/&amp;source=gmail&amp;ust=1689199223540000&amp;usg=AOvVaw1DLq_FuqjEt3HC-ZK1704H">https://fearandgreed.com.au</a>

Fear and Greed is Australia's most popular business podcast.

FEAR & GREED | Business News

Daily business news for people who make their own decisions, with business journalist Sean Aylmer and Michael Thompson. Find out more at https://fearandgreed.com.au

Daily business news for people who make their own decisions, with business journalist <a href="https://www.linkedin.com/in/sean-aylmer-9922068/">Sean Aylmer</a> and <a href="https://www.linkedin.com/in/mcwthompson/">Michael Thompson</a>. Find out more at <a href="https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain=fearandgreed.com.au/">https://fearandgreed.com.au</a>

Interview: A guide to overvalued stocks

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/aad7ac2f-5d67-4938-bbc2-aeab00bffb68/transcript

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