The Point: Professional investing in Australia with PerpetualThe Point: Professional investing in Australia with Perpetual

Meet the Manager: Louise Sandberg, head of research, Perpetual Australian Equities

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Louise Sandberg, Perpetual's newly appointed head of research for Australian Equities, explains in this new video podcast Perpetual's drive to strengthen its investment capability and how the team’s disciplined research process helps narrow the ASX universe to a focused set of investment opportunities. 

Here are some excerpts from the podcast:

"Perpetual has had a long history of a very structured approach to our investment universe," says Sandberg. 

"We don't start by just saying what stocks across the ASX are cheap. We start by saying what companies are quality and we have a very strict measure of what is quality.

"Stocks have to earn their way into our quality universe by meeting four gating criteria."

Listen to the full podcast.

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Learn more about Learn more about Perpetual's Australian equities strategies

Learn more about Perpetual

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This podcast has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535 AFSL 234426.

It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider whether the information is suitable for your circumstances and we recommend that you seek professional advice.

The product disclosure statement (PDS) for the relevant Perpetual Australian Equities fund, issued by PIML, should be considered before deciding whether to acquire, dispose, or hold units in the Fund. The relevant PDS and Target Market Determination can be obtained by calling 1800 022 033 or visiting our website www.perpetual.com.au.

This podcast may contain forward looking statements or projections. Any such statements are based on PIML’s current expectations and assumptions about future events. They may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. Actual results may differ materially from these projections. Forward looking statements are not representations about future performance and should not be relied upon as such. 

This podcast may contain information contributed or prepared by third parties. Any information contributed or prepared by third parties is believed to be accurate as at the time of compilation and is being provided in good faith without independent verification. PIML does not warrant the accuracy or completeness of any information provided by a third party.

To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. All investing involves risk including the possible loss of principal. Past performance is not indicative of future performance.

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The Point: Professional investing in Australia with Perpetual

Perpetual Group is an international asset manager including boutiques such as Perpetual, Pendal, Bar 
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