Find the future, don’t become toast

Speaking to the Nest Egg podcast team, CIO Wayne Peters said his experience of helming, and later selling Kodak Express was an example of the power of technology and the importance of sustainable investment decisions. Explaining that he sold the Kodak Express chain in 1989 with the arrival of Canon’s first digital camera, he said when he first saw the digital camera, he realised it would not be too good for the Kodak business. With this lesson in mind, Wayne provides:
  1. Peters MacGregor’s three key portfolio themes
  2. How he navigates the proven track record versus future dividend opportunity divide
  3. And the European bank recovery story
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The Facebook episode

In the fourth episode of the Peters MacGregor Global Investing Podcast, Nathan Bell, Head of Research, and Trevor Scott, Senior Investment Analyst, discuss the bull case for Facebook following the Cambridge Analytica data leak scandal.
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Howard Hughes Corporation – US-based real estate developer

We provide the investment case for Howard Hughes Corporation, a diversified portfolio of property assets in premium locations in 14 states across the United States is valued at over US$8.5bn.
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A look at Telecom Italia

At Peters MacGregor, we have been scouring the globe for the most attractively priced internet providers. We currently have positions in Europe, the United States, Latin America and South Korea; making the growing use of fast internet speeds a core theme in our portfolio. Given the recent news of activist investor Elliott Advisers taking a stake in a recent purchase of ours, Telecom Italia, it’s a good time to examine our investment case.
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Investment Update Webcast – March 2018

Wayne Peters, Chief Investment Officer and Nathan Bell, Head of Research, provide an update to the Peters MacGregor Global Equity portfolio.
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