One of Australia’s most iconic funds management firms will celebrate its 20th anniversary this year. From humble beginnings with just $30 million of assets under management Paradice Investment Management today manages ~$16 billion across five strategies invested in Australian and Global Equities.
The culture at Paradice is performance focused, which means considerable time and energy is spent outside of the office conducting research and uncovering new ideas. I recently sat down with Troy Angus and Matthew Riordan, who oversee Paradice’s Australian large and mid-cap strategies respectively, to get their views on the current investment landscape.
Fresh off the back of research trips, Troy and Matthew deliver their assessment on the strength of both the US and Chinese economies. They also explain how they are navigating a patchy domestic outlook and share a few of the companies that pass their stock selection process.
