Watch: Unlocking portfolio potential – Lessons from Soul Patts' disciplined strategy

Note: This interview was recorded at Livewire Live 2024 on Tuesday 17 September 2024.

There are few companies that can boast the legacy and consistency of Washington H Soul Pattinson (ASX: SOL), better known as Soul Patts. With roots tracing back to 1903 and an unbroken streak of dividend payments since its listing, Soul Patts stands as a testament to an all-weather investment strategy spanning across listed equities, private equity, credit and more.

In this fireside chat, CEO Todd Barlow shares his insights into Soul Patt's recent strategic moves, including their $4.7 billion in transaction activity over the past twelve months. He discusses the opportunities available in the credit market, their bullish stance on the energy sector and unique approach to creating a "family office for every Australian."

From agricultural ventures to financial services and healthcare, Barlow will shed light on the sectors Soul Patts sees as ripe with opportunity. He'll also address how the company balances its strong Australian roots with an increasingly global outlook.

If you would like to read the highlights from the session, you can do so below: 

Equities

Soul Patts: The strategy behind the ASX’s next Dividend Aristocrat

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Timecodes

• 0:00 – Introduction
• 0:27 – Soul Patt's has never missed a dividend. How do you do it?
• 2:41 – How did you build the Soul Patt's team and how do you incentivise your people to deliver
• 4:53 – How does the portfolio stand today, any key changes this year and where are the opportunities in 2025?
• 6:50 – Describe the performance of the Milton acquisition and are you seeing similar opportunities today?
• 8:35 – Do you see the opportunity for international exposure in what is a largely Australian-oriented portfolio?
• 10:00 – There's an increasing focus on private equity and credit. What is the size of the opportunity?
• 13:50 – August 2024 capital raising initiative
• 15:45 – Interest rates inflection point and what does it mean for the portfolio 
• 16:55 – Who do you see as a peer to Soul Patts and how do you benchmark performance?
• 19:30 – Audience Q&A