The CEO and PM of Intermede joins the podcast to discuss Intermede’s core investment philosophies and explain the processes behind the firm’s portfolio construction.
Mr Dargan delves into Intermede’s fundamentals, including the concept of sustainable competitive advantage, while explaining the benefits of investing in businesses that boast these key characteristics.
He also chats through how large companies stay relevant and why innovation is key, as well as how Intermede selects and prepares a portfolio to manage the risk of “being too big to fail”.
The guest in this podcast, Barry Dargan, is an authorised representative of MLC Asset Management Pty Limited ACN 106 427 472, AFSL 308953 (‘MLCAM’). MLCAM is the distributor for units in Intermede Global Equities Fund (‘Fund’) issued by responsible entity, Antares Capital Partners Ltd ABN 85 066 081 114, AFSL 234483 (‘ACP’). Barry is not the holder of an Australian financial services licence, or an employee of MLCAM or in partnership or joint venture with MLCAM. MLCAM and ACP are members of the Insignia Financial group of companies (comprising Insignia Financial Ltd ABN 49 100 103 722 and its related bodies corporate) (‘Insignia Financial Group’). An investment with ACP does not represent a deposit or liability of, and is not guaranteed by the Insignia Financial Group. The information provided by Barry has been prepared without taking into account the objectives, financial situation or needs of any person. Investors should consider the appropriateness of this information having regard to their objectives, financial situation and needs and the Fund’s product disclosure statement (‘PDS’) before making any decision about whether to acquire or continue to hold the product. A copy of the PDS is available on mlcam.com.au and upon request by phoning 1300 738 355. This information is not an offer or an invitation to sell, an invitation to apply, an advertisement for an offer or proposed offer, or a solicitation of an offer to buy, directly or indirectly, any assets, undertakings, securities or any other financial products in any jurisdiction or to otherwise participate in the investment opportunity. We do not give any warranty of accuracy, nor accept any responsibility for errors or omissions in this information. Past performance is not a reliable indicator of future performance. Any projections mentioned in this presentation are predictive in character. Whilst we believe any projections included in this information have been formulated reasonably, the actual results achieved may differ materially. This information has been prepared for distribution in Australia.