ASX Investor Day: Pragmatic value and the decarbonation investment cycle

At the 2021 ASX Investor Day, Investment Director, Alison Savas was part of a line up leading investors presenting during the global investment insights session.

In this presentation, Alison discusses Antipodes’ pragmatic value approach and explained why around 15% of the Antipodes Global Shares (Quoted Managed Fund) (ASX: AGX1) portfolio is positioned to provide exposure to decarbonisation.

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This communication was prepared by Antipodes Partners Limited (ABN 29 602 042 035, AFSL 481 580) (Antipodes). Antipodes believes the information contained in this communication is based on reliable information, no warranty is given as to its accuracy and persons relying on this information do so at their own risk. This communication is for general information only and was prepared for multiple distribution and does not take account of the specific investment objectives of individual recipients and it may not be appropriate in all circumstances. Persons relying on this information should do so in light of their specific investment objectives and financial situations. Any person considering action on the basis of this communication must seek individual advice relevant to their particular circumstances and investment objectives. Subject to any liability which cannot be excluded under the relevant laws, Antipodes disclaim all liability to any person relying on the information contained on this website in respect of any loss or damage (including consequential loss or damage), however caused, which may be suffered or arise directly or indirectly in respect of such information.
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1 November 2021