Elizabeth Lewis-Gray is the Chair of the Mining Equipment, Technology and Services (METS) Industry Growth Centre. Following her membership of the Australian Federal Government’s National Precincts Board and the Innovation Australia Board, Elizabeth Lewis-Gray is now Chair of the Federal Government’s Mining Equipment, Technology and Services (METS) Industry Growth Centre. She is the co-founder and Chairman of Gekko Systems and patron of CEEC (Coalition for Eco-Efficient Comminution), which was awarded the 2013 Mining Magazine Editor’s Award in 2013. Elizabeth was inducted into the Australian Businesswoman’s Hall of Fame in 2000 and is a Fellow of the Financial Services Institute of Australasia (FINSIA). She has also won several awards including the Warren Centre’s Innovation Heroes Award.
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Seek and Caltex: Offering exposure to offshore earnings. Philip Parker from Altair Asset Management has recently been asked to create a portfolio of his top 10 best ideas. In terms of the macro back drop that is driving their strategy Parker says he is seeking exposure to companies with offshore earnings - predominately in the US but also those with exposure to strength in Asian economies. Parker says that SEEK is now equal #1 in the job placement market in China and is a stock they hold across a number of portfolios. He says SEEK offers exposure to both developed and developing markets and holds leading positions in these markets. In this video he provides more detail on why he likes Seek and also explains their long term position in Caltex. Livewire gives investors direct access to the stock ideas, research and exclusive insights of hundreds of Australia’s leading investment professionals. To access more exclusive market content and to receive the top three insights each day, register for FREE at http://www.livewiremarkets.com Disclaimer: The information contained in this presentation is general in nature and should not be relied upon. Before making any investment or planning decisions, you should consult a licensed professional who can advise you weather your decision is appropriate for you. Contributors to this show may have commercial or financial interests in the companies mentioned.
Views: 274 Livewire Markets