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Nathan Hughes: How to find value when volatility takes over

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In periods of volatility, investors can't control the headlines, but they can stick to tried-and-true processes, argues Perpetual’s Nathan Hughes in this new video

Here are some excerpts from Nathan’s video: 

“When there's volatility and there's a lot of news flow out there in the market, share prices can move wildly,” says Nathan Hughes, an Australian equities portfolio manager at Perpetual.

“But those swings are not really in line with what's changing on an underlying value basis.”

That gap between market price and business value is where Hughes sees opportunity.

“Periods like this, with lots of volatility, can be great opportunities for us to pick up some cheap companies.”

Hughes says the challenge is staying disciplined when markets are moving quickly and emotions take over.

 

About Nathan Hughes and Perpetual ESG Australian Share Fund

Nathan Hughes is a portfolio manager with Perpetual’s Australian equities team. He joined Perpetual in 2010 and has more than 20 years of investing experience.

Nathan manages the Perpetual ESG Australian Share Active ETF (ASX:GIVE), including its unlisted share class, as well as the Perpetual Income Share Fund.

Find out about Perpetual ESG Australian Share Fund
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Nathan Hughes.jpg
Nathan Hughes
Portfolio Manager, ESG Australian Share Fund, Income Share Fund; Co-Portfolio Manager Strategic Capital Fund
BCom, CFA
Nathan Hughes
Nathan Hughes.jpg

Nathan Hughes

Portfolio Manager, ESG Australian Share Fund, Income Share Fund; Co-Portfolio Manager Strategic Capital Fund BCom, CFA
Bio

Years of experience: 20
Years at Perpetual: 14

Nathan is the Portfolio Manager for the Perpetual ESG Australian Share Fund and Income Share Fund, the Co-Portfolio Manager Strategic Capital Fund and an analyst.

Nathan joined Perpetual in September 2010 as a Research Analyst, before spending almost two years on the dealing desk at Perpetual working on all Australian Equity strategies as an Equities Dealer. Nathan was then appointed to the role of Equities Analyst covering small cap stocks in 2013. He was promoted to Deputy Portfolio Manager in May 2016, and took on responsibility for managing 50% of the Smaller Companies strategy in 2017.

Prior to joining Perpetual, Nathan spent 6 years in a Chartered Accountancy firm where he was responsible for the affairs of a diverse range of clients, including regular taxation compliance, financial reporting, Self-Managed Superannuation Fund audits and business advisory services.

Nathan holds a Bachelor of Commerce from the University of Wollongong and holds a Chartered Financial Analyst (CFA) designation.

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 ESG Australian Share Fund (Fund), 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.

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 Fund. Past performance is not indicative of future performance.

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.