Investing in an inflationary environment

Vince Pezzullo

Vince Pezzullo

Deputy Head of Equities, Portfolio Manager
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In this podcast with Equity Mates, Perpetual’s Vince Pezzullo discusses his first investment, research discipline and why investing in “boring companies” can be very exciting. He also discusses the value of patience, red flags when assessing companies and why we’re in a very different investment environment to 15 – 20 years’ ago.

"You can get information from third parties, but you've got to do your own grunt work. Try to make the investment case as simple as possible. Don't try and overcomplicate it. It usually comes down to two or three things whenever you invest in a company that will typically drive the performance of the company over time. So always keep it very simple. Don't get distracted.” Vince Pezzullo

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This publication has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426. PIML is the investment manager of the Perpetual Equity Investment Company Limited (Company) ACN 601 406 419 and the issuer of the Perpetual Asset Management Australia funds (Funds) referred to this in publication. It is general information only 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. This publication does not constitute an offer, invitation, solicitation or recommendation with respect to the purchase or sale of the Company’s securities or any of the Fund’s units. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. This publication may contain information contributed by third parties. PIML does not warrant the accuracy or completeness of any information contributed by a third party. Any views expressed in this publication are opinions of the author at the time of publication and do not constitute a recommendation to act. References to securities in this publication are for illustrative purposes only and are not recommendations and the securities may or may not be currently held by the Company or any of the Funds. Past performance is not indicative of future performance. This information is believed to be accurate at the time of compilation and is provided in good faith. The product disclosure statement (PDS) for any of the Funds should be considered before deciding whether to acquire or hold units in the Fund. The PDS and Target Market Determination can be obtained by calling 1800 022 033 or visiting our website www.perpetual.com.au. No company in the Perpetual Group (Perpetual Group means Perpetual Limited ABN 86 000 431 827 and its subsidiaries) nor the Company guarantees the performance of the Company, any Fund or the return of an investor’s capital.