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| | | Value Matters - A Crossroads for Australian Equities Thursday, 17 March 2016Philipp Hofflin Portfolio Manager and Analyst Lazard Asset Management Pacific Co. | |
At last year's Advisers Big Day Out, Lazard Asset Management's Dr. Philipp Hofflin outlined his concerns over the sustainability of residential property prices and the sensitivity of the major banks to a potential adjustment. This year Philipp will begin by re-examining the structural weaknesses still present in the banking and housing sectors.
He will also discuss how buying companies at cheap valuations has historically proven to be a sound investment strategy but in more recent times 'value' has underperformed 'growth' and the term value investing has become somewhat distorted as it has been applied to a wide range of strategies. Philipp will explain why the way you define value is critical and present the case for a resurgence in value investing as drivers that have resulted in growth's recent outperformance begin to subside.
One of the best examples in the Australian equity market of companies trading at attractive long-term valuations is the major miners. Philipp will explain why he believes they are currently attractively priced and why at times like these you need to ignore consensus and look beyond the short term noise to generate superior returns for your clients.
Download the presentation here.
To register for future Advisers Big Day Out Roadshows, click here.
Important Information
This presentation and all research and materials enclosed are property of Lazard Asset Management Pacific Co. © 2015 Lazard Asset Management Pacific Co.
The purpose of this presentation is to provide information about the Lazard Australian Equity Strategies and Lazard Asset Management Pacific Co. ABN 13 064 523 619, AFS Licence 238432 ("Lazard"). This information is not intended as and should not be interpreted as the giving of financial product advice and must not be distributed to retail clients.
All of the graphs, charts and tables have been prepared by Lazard and are as at 31 December 2015 unless otherwise stated.
The information contained in this presentation has been obtained or derived from sources believed by Lazard to be reliable but Lazard makes no representation or warranty as to their accuracy and accepts no liability for loss arising from the use of the material in this presentation unless such liability arises under specific statute. All opinions and estimates are as at the date of this presentation and are subject to change.
The securities referred to in this presentation are not necessarily held by Lazard for all client portfolios, and should not be considered a recommendation or solicitation to purchase or sell the security. It should not be assumed that any investment in the security was, or will be, profitable.
This presentation has been prepared without taking account of any investor's objectives, financial situation or needs. Investors should get professional advice as to whether investment in the Strategy is appropriate having regard to their particular investment needs, objectives and financial circumstances before investing. Investors should obtain a copy of the current PDS for the Lazard Australian Equity funds at www.lazardassetmanagement.com.au, or from an IDPS operator, and consider the PDS before making any decision about whether to acquire, or to continue to hold, units in the funds. Neither Lazard nor any member of the Lazard Group, including Lazard Asset Management LLC and its affiliates guarantees in any way the performance of the strategies, repayment of capital from the strategies, any particular return from or any increase in the value of the strategies.
This content represents the views of the author(s), and its conclusions may vary from those held elsewhere within Lazard Asset Management. Lazard is committed to giving our investment professionals the autonomy to develop their own investment views, which are informed by a robust exchange of ideas throughout the firm.
Information contained in this presentation is confidential and should not be reproduced.
Past performance may not be indicative of future results.
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