Dion Hershan, Head of Australian Equities and Portfolio Manager of Yarra’s Ex-20 Strategy, sits down with Owen Rask on The Australian Investors Podcast to explain the benefits of getting an active exposure outside the ASX top 20, and detailing three key household names which form part of his portfolio
21 Aug 2024
Dion Hershan, Head of Australian Equities and Portfolio Manager of Yarra’s Ex-20 Strategy, sits down with Owen Rask on The Australian Investors Podcast to explain the benefits of getting an active exposure outside the ASX top 20, and detailing three key household names which form part of his portfolio
15 Feb 2024
Dion Hershan: Sidestepping the Supply Driven Carnage
The carnage in lithium and nickel markets through 2023 should be a stark reminder for all investors: supply matters. In...
3 minute read
11 Oct 2024
Go beyond the point of low returns
A heavy concentration of resources and banking often results in portfolios dominated by low growth ‘dinosaurs’ – creating an effective...
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