Blackwattle Portfolio Manager Joseph Koh joined Sean Roger of Perpetual Asset Management on Livewire Markets’ Buy Hold Sell, borrowing the AFL Grand Final idea of balancing attack and defence to look at the ASX.
The panel rated three growth “attackers” and three “defenders”, then each manager named a pick for the next 12 months.
It was a practical look at how different businesses play different roles in a portfolio, and at how valuation, growth and resilience can lead to different answers on the same company.
