Talking Business With Alan Kohler

Julian Beaumont is the Investment Director of Bennelong Australian Equity Partners. He has been a fund manager in Sydney for over a decade now, before which he worked in finance in Singapore and London. Bennelong Australian Equity Partners is an Australian-based funds management firm. It currently has invested approximately $6 billion in ASX-listed equities on behalf of institutions, charities, family offices, high net worth’s and other individual clients. Discusses The current state of the market. The division on the ASX between domestic-only businesses (eg, Commonwealth Bank and Woolworths) and Australia’s globally-orientated champions (CSL and Goodman Group). Where is the growth on the ASX? Investors (misplaced) love of dividends. The concentration of the ASX in certain stocks, sectors and styles.