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Perennial Partners Offices - Level 27, 88 Phillip Street, Sydney
Tuesday 12 March, 2024
12:15pm to 1.45pm
Over the past five years, the Fairlight team has focused on capturing alpha in the small and mid cap (SMID) market and navigating around a number of the commonly held beliefs regarding active investing in the sector.
Please join us for lunch where we will provide an update regarding the operating results reported by portfolio holdings in the recently completed Q4 reporting season, including:
• At a macro level, what are the key themes and drivers behind Q4 reported results?
• At a micro level, which companies are surprising on earnings?
• What guidance is being provided around outlook for earnings?
In addition, the team will use these and other specific business examples to debunk several common myths around SMID investing, including:
• Myth 1 - Large cap companies have superior pricing power during inflationary periods
• Myth 2 - Large cap companies are inherently ‘safer’ than SMID companies
• Myth 3 - Large cap companies are ‘higher quality’ than those in the SMID market
We hope you can take this opportunity to join us, please reserve your seat via the link below:
Perennial Partners Offices - 55 Collins Street, Melbourne
Thursday 9 March,
12:15pm to 1.45pm
As with prior periods including 1973-1975 and 1981-1983, the last year has seen strong headwinds for investors with a quality style.
Against this backdrop, Fairlight Senior Portfolio Manager Nick Cregan explores the
consistency of the quality style through time and provides observations on pockets of the market where quality is currently available at compelling valuations.
Please join us for a lunch to address the following key questions:
We hope you will take the opportunity to join us.
Please reserve your seat with the link below as capacity is limited
Dexus Place - Level 31, 1 Eagle Street, Brisbane
Tuesday 5 March, 2024
12:15pm to 1.45pm
Over the past five years, the Fairlight team has focused on capturing alpha in the small and mid cap (SMID) market and navigating around a number of the commonly held beliefs regarding active investing in the sector.
Please join us for lunch where we will provide an update regarding the operating results reported by portfolio holdings in the recently completed Q4 reporting season, including:
• At a macro level, what are the key themes and drivers behind Q4 reported results?
• At a micro level, which companies are surprising on earnings?
• What guidance is being provided around outlook for earnings?
In addition, the team will use these and other specific business examples to debunk several common myths around SMID investing, including:
• Myth 1 - Large cap companies have superior pricing power during inflationary periods
• Myth 2 - Large cap companies are inherently ‘safer’ than SMID companies
• Myth 3 - Large cap companies are ‘higher quality’ than those in the SMID market
We hope you can take this opportunity to join us, please reserve your seat via the link below:
Dexus Place - Level 6, 80 Collins Street, Melbourne
Thursday 7 March, 2024
12:15pm to 1.45pm
Over the past five years, the Fairlight team has focused on capturing alpha in the small and mid cap (SMID) market and navigating around a number of the commonly held beliefs regarding active investing in the sector.
Please join us for lunch where we will provide an update regarding the operating results reported by portfolio holdings in the recently completed Q4 reporting season, including:
• At a macro level, what are the key themes and drivers behind Q4 reported results?
• At a micro level, which companies are surprising on earnings?
• What guidance is being provided around outlook for earnings?
In addition, the team will use these and other specific business examples to debunk several common myths around SMID investing, including:
• Myth 1 - Large cap companies have superior pricing power during inflationary periods
• Myth 2 - Large cap companies are inherently ‘safer’ than SMID companies
• Myth 3 - Large cap companies are ‘higher quality’ than those in the SMID market
We hope you can take this opportunity to join us, please reserve your seat via the link below: