EPIRB - Evolution Portfolio Investment Review Briefing

Each year the Evolution financial planners fly to Brisbane or Sydney to meet with investment specialists, fund managers, research analysts, economists and other highly qualified professionals.

We do this not only to assess further opportunities but to also challenge our own views and broaden the range of face to face input we receive. Whilst very technically involved content, we do this in addition to our daily and weekly investment analysis and discussions, to ensure we stay up-to-date with the latest in product knowledge and investment opportunities for our clients.

This year the team headed to Brisbane for 2 days to meet with:

  • Schroders Private Equity

  • Loftus Peak - Global Disruption Fund (discussed all things disruption with a focus on the longer-term beneficiaries of AI)

  • Capital Group - Discussed international equities with a unique spin on AI and the businesses that are not direct AI companies but the end users in which their businesses are primed to utilise AI

  • JP Morgan - Discussed an alternatives exposure in Global Transport

  • C World Wide - Discussed global equities, specifically the thematics of AI, necessities of life and longevity

  • Fortitude Investment Partners - Discussed private equity and their approach to direct private equity investing, strategies for exits and their target business metrics.

It was a very productive and informative 2 days.

Brad Stewart