2022 reporting season insights

By Perpetual Asset Management

29 September 2022

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Perpetual’s Australian Equities team spent much of August and September analysing company financial result statements and forecasts as Reporting Season shed new light on Australia’s corporate health and strategic direction. In the videos below, Portfolio Managers Anthony Aboud, Sean Roger, Nathan Hughes and James Rutledge reveal their key insights and how this has impacted their investment decisions and portfolio management.

Portfolio Manager Anthony Aboud and Deputy Portfolio Manager Sean Roger discuss the recent Reporting Season and what the findings meant for the Perpetual SHARE-PLUS Long-Short Fund.

Portfolio Manager Nathan Hughes shares his observations from the recent Reporting Season, stocks that stood out from ESG perspective, and what that meant for the Perpetual Ethical SRI Fund.

Portfolio Manager James Rutledge share his insights on the recent Reporting Season and gives an update on portfolio changes of the Perpetual Pure Value Share Fund.

Portfolio Manager Anthony Aboud provides an update on the portfolio positioning of the Perpetual Industrial Share Fund.

Find out more about Perpetual's Australian Equities funds.

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