We’re continuing Best of the Best series and today we’re joined by Julia Weng, portfolio manager at Paradice Investment Management, who has consistently beaten the ASX 200 in large-cap Aussie equities.

Julia breaks down how she navigates banks, miners, defensives and the repeatable process behind Paradice’s edge.

In this episode:

• Why return-on-capital and aligned management teams drive Paradice’s stock picking

• How Julia builds conviction: expert calls, field research and evidence over hype

• The advancements in robotics and automation being overshadowed by AI-hype

Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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Best of the Best: AI Hype, China Risk & Australia's Best Stocks - Julia Weng | Paradice Investments

Equity Mates Investing Podcast

Best of the Best: AI Hype, China Risk & Australia's Best Stocks - Julia Weng | Paradice Investments