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It takes a certain chutzpah to stick to your strategy in wildly volatile markets. And for these two managers, it certainly paid off.
Merlon's Concentrated Australian Share Fund delivered a return of more than 22.30% over the past year, while its Australian Share Income Fund lifted just over 18.08%.
Similarly, alternatives manager Totus Capital had a stellar year, with its Alpha Long Short Fund delivering a return of 9.44% over the past 12 months, and its Alpha Fund a return of 10.52%.
So what did it take to be a top-performing manager in 2022? And how are these portfolios positioned for the months ahead?
In this thematic episode of Buy Hold Sell, Livewire's Ally Selby was joined by Merlon Capital Partners' Neil Margolis and Totus Capital's Ben McGarry for an insight into their strategies, as well as their highest conviction stock picks for the year ahead.
Note: This episode was filmed on Wednesday 8 February 2023. You can read the edited transcript below: