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Meet the Manager: Greg Stock explains Perpetual Active Fixed Interest Fund

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Get to know GREG STOCK, head of credit research at Perpetual.

Drawing on decades of experience across auditing, investment banking and market crises, Greg Stock – head of credit research at Perpetual – explains how lessons learned from volatile markets shape a disciplined approach to investing.

The video explores how Australia’s expanding credit and fixed income market is opening up new opportunities, while reinforcing why preserving capital always comes first.

Greg also highlights how the Active Fixed Interest strategy delivers income and diversification by separately managing credit and interest rate risk and investing where valuations are most compelling.

Get to know more about Greg and Perpetual.

Highlights:

0.09 Tell us about your investment experience.

1.05 Tell us about Australia's credit and fixed income market

1.39 How do you work to preserve capital for clients?

3.16 Run us through the strategy for the Active Fixed Interest Fund

 

About Vivek Prabhu and Perpetual Diversified Income Fund

Vivek is Perpetual’s Head of Credit & Fixed Income. He joined Perpetual in 2004 and has more than 30 years of experience in finance, investments, accounting, governance and risk management.

He has managed multi-billion-dollar fixed income, credit and currency portfolios and his role involves credit analysis, trade execution and portfolio construction.

Vivek’s Perpetual Diversified Income Fund (DIF) is designed for investors seeking daily liquidity, reliable income and capital preservation via a portfolio of predominantly high-quality, investment-grade credit securities. 

The strategy is now also available as an ASX-listed active ETF (ASX: DIFF). DIFF is a unit class of DIF. 

Find out more about ASX-listed Perpetual Diversified Income Fund (ASX:DIFF) here or the managed fund here.

Find out about Perpetual's credit and fixed income capabilities

Want to know more? Contact a Perpetual account manager

Greg%20Stock.jpg
Greg Stock
Head of Credit Research, Senior Portfolio Manager
BCom (Acc & Fin), ICAA, SIA, AFMA
Greg Stock
Greg%20Stock.jpg

Greg Stock

Head of Credit Research, Senior Portfolio Manager BCom (Acc & Fin), ICAA, SIA, AFMA
Bio

Years of experience: 32

Years at Perpetual: 21

Greg is the Manager responsible for Perpetual’s unconstrained credit and long duration strategies. Greg has over 30 years experience in investment management, accounting and risk management. He has researched and analysed credit markets on both the buy side and sell side for over 20 years and through multiple cycle. His research role is broad, he covers the bank and financial sector and is a credit signatory.  

Greg has been managing portfolios for over 20 years. He is currently the portfolio manager for the Perpetual Pure Credit Alpha Fund, Perpetual Credit Income Trust, Perpetual Active Fixed Interest Fund and Perpetual Dynamic Fixed Income Fund 

Prior to working at Perpetual, Greg had a similar research and portfolio management role at Macquarie Funds Management. And while at Macquarie Bank for over six years he had roles in debt markets research, risk and accounting. Earlier, Greg worked at PricewaterhouseCoopers as a chartered accountant over six years.

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This video 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 whether the information is suitable for your circumstances and we recommend that you seek professional advice.

The product disclosure statement (PDS) for the Perpetual Active Fixed Interest Fund (Fund) ARSN 110 147 969, issued by PIML, should be considered before deciding whether to acquire, dispose, 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. 

This video may contain forward looking statements or projections. Any such statements are based on PIML’s current expectations and assumptions about future events. They may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. Actual results may differ materially from these projections. Forward looking statements are not representations about future performance and should not be relied upon as such.

This presentation may contain information contributed or prepared by third parties. Any information contributed or prepared by third parties is believed to be accurate as at the time of compilation and is being provided in good faith without independent verification. PIML does not warrant the accuracy or completeness of any information provided by a third party.

To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. 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. All investing involves risk including the possible loss of principal.