Catherine Allfrey: How to identify superior corporate DNA

Since its inception in July 2009, Wavestone's Dynamic Australian Equity Fund has produced a respectable net of fee return of 11.5% to Aug 2021 compared to the ASX 300's 10.1%. In this episode, we discuss Catherine's background, as well as her style of investing, and the metrics Wavestone use to value companies. With Catherine a successful individual in the funds management industry, we are able to touch on some of the challenges facing females in the industry today. Finally, Catherine provides her outlook on current markets, as we surpass record highs and continue to move forward.

Catherine has more than 20 years of investment management experience working for companies such as SBC Warburg, Prudential and Colonial First State. She holds a Bachelor of Economics (major in Japanese) and a Graduate Diploma in Applied Finance and Investment.

Catherine’s background was as a bank credit analyst followed by stock analysis roles both for a stockbroker and then a fund manager. Catherine became a portfolio manager for CFS in 2002 managing the Sector Neutral Fund as well as the Trans Tasman Share Fund.

Not already a Livewire member?

Sign up today to get free access to investment ideas and strategies from Australia’s leading investors.

More podcasts