Harvesting discounts from LICs and other stocks

Daryl Wilson from Affluence Funds Management - Investor Webinar July 2024

About this presentation

Affluence specialises in discount capture strategies, using their experience in markets to buy stocks and other investments below net asset backing. In this presentation, Daryl Wilson explains the concept of discount capture, walks through how the Affluence team approach this niche strategy, and provides some examples of the opportunities available in the market right now.

STATUTORY STATEMENT

The issuer of Affluence LIC Fund is Affluence Funds Management Limited, ABN 68 604 406 297, AFSL 475940. The Product Disclosure Statement (PDS) and Target Market Determination (TMD) for this product(s) are available at https://affluencefunds.com.au/. Prospective investors should consider the PDS before deciding to acquire the product.

Disclaimer

• The presentations made during this seminar are for informational and promotional purposes only.
• Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice.
• No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity.
• All securities and financial products involve risks.
• Past performance of any product is not a reliable indication of future performance.
• Read carefully the governing documents of a product’s offering such as its PDS or information memorandum.
• InvestmentMarkets does not vet, endorse or recommend any product the subject of the presentations and is only facilitating the exposure of the product.
• These presentations were made as at 23-25 July, 2024 and therefore relevant facts, the economic environment , governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.