Reporting on last week’s lunches with Payden’s Scott Weiner, Financial Observer comments on both Damien McIntyre’s introductory remarks and Scott’s presentation:

“Patience and resilience are necessary for investors when positioning fixed income portfolios to deliver a regular income stream in a low growth environment, according to Grant Samuel Funds Management (GSFM).

Speaking at an event in Sydney yesterday, GSFM director and head of distribution Damien McIntyre advocated for a longer term view for investors seeking to preserve capital, as many investors often overlooked the important defensive role that cash dividends played in a portfolio.

“It’s worthwhile to understand the whole point of diversification is to have managers which achieve different ends at different points in time as well as to clearly articulate the role of dividends in your portfolio,” he said.

To read the article, click here.

 

GSFM

GSFM focuses on creating strong alliances with high calibre investment managers, in Australia and overseas, which offer quality investment strategies not available to Australian retail and institutional investors. Today, our portfolio spans global, Australian and Asian equities, fixed income and private credit, as well as alternative strategies.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.