We invite you to watch our latest video program on FSiTV featuring AMP Capital's Co-Head of Australian Fundamental Equities Gian Pandit, as interviewed by Mark Smith, deputy editor of Financial Standard.

In the interview, Pandit explains how the AMP Capital Australian Equity Concentrated Fund can provide your clients' portfolios with both alpha over the long-term and capital protection.

The fund invests in a portfolio of between 25 and 35 companies with strong and sustainable earnings. It also tries to avoid companies that the portfolio management team believes are unlikely to deliver on their earnings forecasts.

The fund has an unconstrained style and a high conviction approach and Pandit is com¬fortable rotating the portfolio between value and growth companies at the right time in the cycle to drive both alpha generation and capital preservation.

Pandit is quite bearish at the moment, predicting a 5-10% pullback in the S&P/ASX 200. This video will have particular resonance if you share this bearish stance.