Featuring Simon Conn, Marc Whittaker, Hugh Giddy, Daniel Moore and Tuan Luu


Positioning portfolios for the next phase of the economic cycle

Interest rates appear to be nearing their peak and inflation has reduced, but it remains sticky. Trading conditions remain very mixed for businesses.

Some businesses are thriving, while others are just surviving.

In this webinar series IML’s Investment Team will cover:

1. The main themes likely to influence markets over the next 6-12 months
2. The types of businesses likely to succeed in the next phase of the economic cycle, and the key characteristics they share
3. The recent performance of IML’s funds and key stocks
4. Where the team are finding opportunities to capitalise on the changing economic conditions

CPD hours will be available for those who attend the live webinars. Please allow 2 weeks for the certificate to be issued.


Small cap presented by Simon Conn & Marc Whittaker

Thursday 19 October | 11.00am AEDT | WATCH RECORDING

Funds covered | Future Leaders Fund | Australian Smaller Companies Fund | Small Cap Fund


Large cap presented by Hugh Giddy & Daniel Moore

Tuesday 24 October | 11.00am AEDT | WATCH RECORDING

Funds covered | All Industrial Share Fund | Australian Share Fund | Concentrated Australian Share Fund | Equity Income Fund


Private Portfolio: negotiating uncertainty presented by Marc Whittaker & Tuan Luu

Our Private Portfolio Fund uses a dynamic, opportunistic approach to investing that leverages IML’s skills in stock selection and income generation combined with corporate events (like demergers, takeovers and capital issues) to deliver consistent returns with lower volatility than the ASX and greater resilience when markets drop.

Tuesday 31 October | 11.00am AEDT | WATCH RECORDING

Fund covered | Private Portfolio Fund


Picture of IML Portfolio Managers Simon Conn and Daniel Moore
Blue and black coloured pallets piled high


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