By Chair Rob Millner, CEO Todd Barlow, CFO David Grbin, and CIO Brendan O’Dea
27 June 2023
On 6 June, diversified investment house Washington H. Soul Pattinson visited shareholders in Brisbane and provided a year-to-date performance update as part of our presentation.
The Net Asset Value of the portfolio was $10.6 billion and outperformed the All Ords Accumulation Index by +1.4% during the 9 month period to 30 April 2023.
With a backdrop of global market uncertainty, the WHSP investment team continues to invest in alternative assets which are targeting attractive risk-adjusted returns, allocating more capital to Structured Yield (credit investments) and Private Equity Portfolios.
Watch a video of the presentation and audience Q&A here, with Chair Rob Millner, CEO Todd Barlow, CFO David Grbin, and CIO Brendan O’Dea.