Featuring Daniel Moore



Portfolio Manager Daniel Moore talks to Gemma Dale from NAB about how the market is getting back to fundamentals after years of ‘valuing’ businesses on sales, total addressable market and other blue sky metrics. They also discuss:

  • Where to find value as the market rotates into formerly unloved sectors
  • What to look for as the outlook remains subdued, and
  • How to love boring stocks again.



Simon Conn and Jason Guthrie on IML podcast
Jason Guthrie and Daniel Moore on IML podcast
IML May Webinars Q1 2024
Australian bushland with gumtrees and shrubs


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