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Louise Sandberg: How Perpetual turns equities research into investment insight

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LOUISE SANDBERG, Perpetual's newly appointed head of research for Australian equities, explains in this new video podcast Perpetual's drive to strengthen its investment capability and how the team’s disciplined research process helps narrow the ASX universe to a focused set of investment opportunities. 

Here's an excerpt from the interview:

"Perpetual has had a long history of a very structured approach to our investment universe," says Sandberg.

"We don't start by just saying what stocks across the ASX are cheap. We start by saying what companies are quality and we have a very strict measure of what is quality.

"Stocks have to earn their way into our quality universe by meeting four gating criteria."

Watch the full video

Listen to the audio version

 

About Louise Sandberg and Perpetual equities

Louise Sandberg is co-portfolio manager of Perpetual ESG Australian Share Fund, alongside Nathan Hughes, and head of research for Australian equities.

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

Louise Sanberg
Louise Sandberg
Deputy Portfolio Manager Concentrated Equity Fund and Senior Equities Analyst
MSc
Louise Sandberg
Louise Sanberg

Louise Sandberg

Deputy Portfolio Manager Concentrated Equity Fund and Senior Equities Analyst MSc
Bio

Years of experience: 15
Years at Perpetual: 2

Louise Sandberg is Deputy Portfolio Manager for the Concentrated Equity Fund and Senior Equities Analyst at Perpetual Asset Management. In this role, she is responsible for covering large and small cap companies across property, discretionary consumer and consumer staples. 

Louise joined Perpetual Asset Management in October 2022, having previously worked at Bank of America in Singapore and Sydney as a Research Analyst covering the Australian property sector. Prior to this, Louise was a Research Analyst at Fidelity International in Singapore and Hong Kong across a range of sectors including gaming, financials and consumer/media. Louise also spent 5 years at Goldman Sachs in New York and Hong Kong in the Goldman Sachs Principal Strategies investment fund and investment banking.

Louise holds a Master of Science in Business Administration.

This information has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426. 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. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.

The information is believed to be accurate at the time of compilation and is provided in good faith. This document may contain information contributed by third parties. PIML does not warrant the accuracy or completeness of any information contributed by a third party. Forward looking statements and forecasts based on information available at the time of writing and may change without notice. No assurance is given that the forecast will prove to be accurate, as future events may impact actual results and these could differ materially from those anticipated. Any views expressed in this document are opinions of the author at the time of writing and do not constitute a recommendation to act.

The Product Disclosure Statement (PDS) for the relevant funds, issued by PIML, 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 Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor's capital. No allowance has been made for taxation and returns may differ due to different tax treatments. Past performance is not indicative of future performance.