Identifying low-risk, high-growth opportunities

In this Exclusive interview, James McDonald, CIO of Hunter Hall outlines the fund’s aggressive investment strategy: “If you are buying a lot of companies that can double over twelve months, we think will deliver superior long-term returns.” In this video, he illustrates the fund’s strategy with a diversified financials company he has increased his position in recently. The global stock he discusses has a listed Australian business in its portfolio, and is currently subject to several takeover bids. In McDonald’s view, these significantly limit the potential downside, and recent price volatility has therefore created a low-risk entry point: