Charlie Aitken on The Australian Investors Podcast

August 31, 2018

Owen Raszkiewicz

Owen is the Chief Investment Officer of Rask Invest and Founder of Rask. Since founding The Rask Group in 2017 in the hillside suburb of Upwey, Victoria, Owen has overseen the growth of the Rask platform to over 200,000 investor followers. Today, Owen oversees the Rask Analyst team, which helps more than 4,000 Aussies build core portfolios from ETFs and shares, he hosts Australia's biggest investing podcast, The Australian Investors Podcast, appears on Rask's other channels, covering Property, Business and Finance; and leads Rask Education - our education platform which has enrolled over 25,000 Australians into free finance courses. Prior to founding Rask, Owen was an investment analyst at the highly regarded managed funds research business and a writer/analyst for one of the most well-known share market publications. Owen’s formal qualifications include a Master of Applied Finance and Master of Financial Planning from Kaplan Professional, Bachelor of Technology (Information Systems) from Swinburne University of Technology, Advanced Diploma of Financial Services (Financial Planning) and Diploma of Mortgage Broking Management. He's also completed level 1 of the Chartered Financial Analyst (CFA) program.

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Charlie Aitken, the founder of Aitken Investment Management, joined me for an episode of The Australian Investors Podcast.

Charlie was Australia’s most widely known stockbroker before he started his own investment management company.

Charlie started his career on the floors of the Sydney futures exchange, picking up trade slips from experienced brokers. Eventually, he moved into a role where he would provide colourful market updates which were read by investors around the world.

In this episode, Charlie tells us why his mum was the investor in the family, why he backed one of Australia’s top-performing companies over the past 20 years and how and why he buys the best companies from Australia, Asia and beyond.

Please enjoy this episode with Charlie Aitken.

Stream or Download (free):

— iTunes — Soundcloud — Castbox — YouTube —

Show Notes:

0:45 – Intro to Charlie
1:40 – Charlie’s investing DNA & why his mum was the best investor
3:30 – Charlie doesn’t finish uni
4:45 – How to become a stock broker: Call your dad
5:30 – Writing newsletters for NatWest, Southern Cross & Bell Potter
6:40 – Charlie’s tips for writing notes (avoid politics)
8:50 – Backing Fortescue (pre resources boom)
12:00 – How Charlie’s investment philosophy has evolved
14:00 – Why launch a fund and how personal brand helps
15:45 – Small Business and The Valley of Death
17:20 – Why Charlie invests in the greatest businesses on Planet Earth
18:10 – Charlie’s best advice for kids
20:25 – The “Herald Effect”
22:45 – Finding structural growth
24:40 – Is Charlie a Value Investor?
24:15 – The “Dark Science” of shorting
29:45 – How big can Charlie’s fund get?
31:10 – Australia for income, global for growth
32:25 – Tailwinds: population growth and technology, Alibaba and Tencent
35:30 – What would Charlie tell a younger him?

Further Reading:

Learn more about Charlie & AIM Funds:

AIM Website

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