Leadership Insights - Washington H. Soul Pattinson Shareholder Briefing

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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.