With the reporting season just wrapping up, we decided to interview a leading long/short Australian equities fund manager to get their views on the performance of certain stocks.
Richard Dixon, portfolio manager at the Antares High Growth Shares Fund, talks about where the value and opportunities lie.
He believes there is a case for value shares after the astonishing run of growth shares in recent years, with some exceptions.
In the video interview, Dixon also explains how an active trading strategy can add to returns and where risk management comes into play.
Read the accompanying article from Dixon's colleague, Glenn Hart, co-head of equities at Antares Equities to expand on the appeal of value shares based on performance data.