Catherine Allfrey's guest appearances

Catherine Allfrey

Money News

Inside the Rope with David Clark

The Rules of Investing

SBS On the Money

Chris Stott

Lindsay Partridge

Peter Cooper

Charlie Jamieson

Steve Johnson

Christopher Joye

Emma Fisher

Matthew Kidman

Hamish Douglass

Geoff Wilson

Morgan Stanley

Andrew Mitchell

Paul Greenberg

John Winning

Peter Strong

OwlTail

Australia’s share market is headed for another turbulent week after losses last week.See omnystudio.com/listener for privacy information.

Australia’s share market is headed for another turbulent week after losses last week.See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

CATHERINE ALLFREY - WaveStone Capital, Principal and Portfolio Manager

Since it's inception in July 2009, Wavestone's Dynamic Australian Equity Fund has produced a respectable net of fee return of 11.5% to Aug 2021 compared to the ASX 300's 10.1%. In this episode, we discuss Cathrine's background, as well as her style of investing, and the metrics Wavestone use to value companies. With Cathrine a successful individual in the funds management industry, we were able to touch on some of the challenges facing females in the funds management industry today. Finally, Catherine provides her outlook on current markets, as we surpass record highs and continue to move forward.Catherine has over 20 years of investment management experience working for companies such as SBC Warburg, Prudential and Colonial First State. She holds a Bachelor of Economics (major in Japanese) and a Graduate Diploma in Applied Finance and Investment. Catherine’s background was as a bank credit analyst followed by stock analysis roles both for a stock broker and then a fund manager. Catherine became a portfolio manager for CFS in 2002 managing the Sector Neutral Fund as well as the Trans Tasman Share Fund.

Since it's inception in July 2009, Wavestone's Dynamic Australian Equity Fund has produced a respectable net of fee return of 11.5% to Aug 2021 compared to the ASX 300's 10.1%. In this episode, we discuss Cathrine's background, as well as her style of investing, and the metrics Wavestone use to value companies. With Cathrine a successful individual in the funds management industry, we were able to touch on some of the challenges facing females in the funds management industry today. Finally, Catherine provides her outlook on current markets, as we surpass record highs and continue to move forward. Catherine has over 20 years of investment management experience working for companies such as SBC Warburg, Prudential and Colonial First State. She holds a Bachelor of Economics (major in Japanese) and a Graduate Diploma in Applied Finance and Investment. Catherine’s background was as a bank credit analyst followed by stock analysis roles both for a stock broker and then a fund manager. Catherine became a portfolio manager for CFS in 2002 managing the Sector Neutral Fund as well as the Trans Tasman Share Fund.

Ep 101: Catherine Allfrey - How to identify superior corporate DNA

In Australia we’re fortunate to have some very talented women in funds management. Catherine Allfrey is one of them. After a chance encounter at a Wesfarmers event in the late 90s, Catherine was recruited to Colonial First State by Greg Perry – a true ‘Master of the Market’.This time working with Perry helped to shape her investment philosophy, which seeks to identify those companies that can grow their earnings at a rate higher than GDP. Catherine formed Wavestone Capital in 2006 with her business partners Ian Harding and Graeme Burke with Raaz Bhuyan joining 2014. Today Wavestone manages ~$4.8 billion for institutions and retail clients. In this video, Catherine discusses the attributes of companies with superior DNA, shares her view on sectors experiencing tailwinds and explains how she is working to bring more women to investing in Australia.

In Australia we’re fortunate to have some very talented women in funds management. Catherine Allfrey is one of them. After a chance encounter at a Wesfarmers event in the late 90s, Catherine was recruited to Colonial First State by Greg Perry – a true ‘Master of the Market’. This time working with Perry helped to shape her investment philosophy, which seeks to identify those companies that can grow their earnings at a rate higher than GDP. Catherine formed Wavestone Capital in 2006 with her business partners Ian Harding and Graeme Burke with Raaz Bhuyan joining 2014. Today Wavestone manages ~$4.8 billion for institutions and retail clients. In this video, Catherine discusses the attributes of companies with superior DNA, shares her view on sectors experiencing tailwinds and explains how she is working to bring more women to investing in Australia.

Catherine Allfrey: Look over the horizon