In this episode, Candice and Felicity unpack the Australian reporting season of one of Australia’s top Fund Managers – Jun Bei Liu who runs the Tribeca Alpha Plus Fund with a running performance return of 9.22% p.a. since inception (2006) beating the ASX200 Index Benchmark by 2.53%. If you are looking for alpha generating stock ideas to add to your portfolio you won’t want to this episode.

Jun shares with the ladies the key themes to emerge from this reporting season, provides an overall score, and how she is taking all the latest data points in the market to position the long and short positions within the Fund.

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Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

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This episode contained sponsored content from EFG.

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Australian Reporting Season Wrap | Stock Ideas from Tribeca’s Jun Bei Liu

Talk Money To Me

Australian Reporting Season Wrap | Stock Ideas from Tribeca’s Jun Bei Liu