Shows
FM RadioEpisode 6: What Did the Reporting Season Reveal?In this episode of FM Radio, we take a look at the latest reporting season and chat with Elston Co-Founder and Portfolio Manager Bruce Williams as shares his take on the results. Which ASX100 companies met expectations and which ones failed to deliver? Bruce also looks at why some companies seem to have been punished by the market for their subdued forward forecasts. For anyone who wants to know more about how portfolio managers and analysts process the information that comes out of reporting season, this episode is a must listen. How...
2025-09-0925 minFM RadioEpisode 5: Looking at the big picture for Large CapsThe investment environment changes rapidly, so how do you stay informed and ahead of the curve? In this episode of FM Radio, Elston Co-Founder and Portfolio Manager Bruce Williams explains how Elston’s investment strategy has evolved and what has remained constant. We deep dive on the impact of navigating global shifts like COVID, supply chain disruptions, and central bank dynamics. We also explore the value of understanding Australia’s strong industries. Tune in as we discover key themes in investing, the importance of competitive advantage, and why understanding risk is just as vital a...
2025-08-2629 min