EPISODE 150 - PETER WILMSHURST, PORTFOLIO MANAGER FROM TEMPLETON GLOBAL GROWTH FUND
We introduce a further external guest on the Morning Mail today - Peter Wilmshurst, Portfolio Manager from the ASX listed entity Templeton Global Growth Fund.
The fund has a “value” bias to investing, remains unhedged and has relatively low turnover. It seeks opportunities in markets that are out of favor, hence we seek Peter’s view on the European region from an investment perspective. The portfolio has a large weighting in Telecommunications, Technology and Healthcare and we discuss the opportunities in these areas.
