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Inside PIC: A decade of discipline

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In this conversation Sean Roger, who co-manages the Perpetual Equity Investment Company (ASX:PIC), shares how Perpetual’s long-term investment strategy has been proven over market multiple cycles and decades.
 
Sean firmly believes fundamentals are important over the long term and the price paid for that growth is important.
 
PIC has been listed for over 10 years and was originally set up to provide investors with a tax efficient and growing dividend stream over time.
 
The strategy has a clear focus on quality and value, strong balance sheets and good management.
 
Find out more about the benefits of PIC and how it can help in retirement planning

 

About Sean Roger and Perpetual equities

Sean is co-portfolio manager for Perpetual’s SHARE-PLUS Long-Short Fund and Perpetual Pure Equity Alpha Fund, as well as co-portfolio manager for the Perpetual Equity Investment Company (ASX:PIC).

Perpetual is a pioneer in Australian quality and value investing, with a heritage dating back to 1886. We have a track record of contributing value through “active ownership” and deep research.

Browse Perpetual’s Australian equities capabilities
Want to know more? Contact a Perpetual account manager

Sean Roger
Sean Roger
Co-Portfolio Manager - Pure Equity Alpha, SHARE-PLUS Long-Short, Perpetual Equity Investment Company (ASX:PIC)
BAcc
Sean Roger
Sean Roger

Sean Roger

Co-Portfolio Manager - Pure Equity Alpha, SHARE-PLUS Long-Short, Perpetual Equity Investment Company (ASX:PIC) BAcc
Bio

Years of experience: 12

Years at Perpetual: 11

Sean is the Co-Portfolio Manager for the Perpetual SHARE-PLUS Long-Short Fund, the Perpetual Pure Equity Alpha Fund and the Perpetual Equity Investment Company (ASX:PIC).

Sean joined Perpetual in February 2013 as a Graduate Accountant. He joined the Investments team in August 2014 as an Equities Dealer and was appointed an Equities Analyst in January 2016 where he was responsible for covering a number of stocks in the gaming and agricultural sectors. He was appointed Deputy Portfolio Manager for the Perpetual SHARE-PLUS Long-Short Fund and the Perpetual Pure Equity Alpha Fund in 2021 and 2022 respectively, and was appointed Co-Portfolio Manager of both funds as well as the Perpetual Equity Investment Company (ASX:PIC) in 2025.

Sean has a Bachelor of Accounting from the University of Technology, Sydney and has completed the Chartered Accountants program.

In the context of this video, the terms "Fund" and "LIC" are interchangeable.

This video was prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426. PIML is the Manager for the Perpetual Equity Investment Company Limited (Company) (ASX: PIC) ACN 601 406 419. The contents within this video should be read together with other announcements for the Company lodged with the ASX, which are available at www.asx.com.au.

The information contained in this video is general information and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. References to securities in this video are for illustrative purposes only and are not recommendations, and the securities may or may not be currently held by the Company. Past performance is not indicative of future performance.

This video may contain information that is based on projected and/or estimated expectations, assumptions or outcomes. These forward-looking statements are subject to a range of risk factors. The Company and PIML caution against relying on any forward-looking statements. While PIML has prepared this information based on its current knowledge and understanding and in good faith, there are risks and uncertainties involved which could cause results to differ from the forward-looking statements. Neither the Company nor PIML will be liable for the correctness and/or accuracy of the information, nor any differences between the information provided and actual outcomes, and reserves the right to change its projections or other forward-looking statements from time to time. Neither the Company nor PIML undertake to update any forward-looking statement to reflect events or circumstances after the date of this report, subject to disclosure obligations under the applicable law and ASX listing rules. Neither the Company, PIML nor any company in the Perpetual Group guarantees the performance of, or any return on an investment made in, the Company. Perpetual Group means Perpetual Limited ABN 86 000 431 827 and its subsidiaries.