What we like and what we’re avoiding
Published on 10 May 2019
“Back in late 2017 when BHP was $26 and unloved, Troy Angus Head of Australian large caps at Paradice Investment Management made the case for the stock in a Livewire interview. Fast-forward to today, and the stock is close to $40, and paying dividends. We recently sat down with Troy and asked if the big miners could have further to run.
In this short interview, Troy updates us on his outlook for the resources sector, the key drivers behind his thesis, and some preferred exposures. We also took the opportunity to get his outlook for the other pillar of the Australian market, financials, asking whether the sector could have some clear air with the Royal Commission behind us. Watch now to hear whether resources or banks could be the better bet ahead.”