In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Daryl Wilson from Affluence Funds Management and discusses:
- Strategic Asset Allocation – How to build a portfolio aligned with your goals, when to adjust your asset class exposure, and using allocation ranges effectively.
- Tactical Asset Allocation – Should you be style agnostic (e.g. value vs growth vs momentum)? How do you assess whether an asset class offers real value—or is a value trap?
- Assessing Fund Managers – Comparing established vs new funds, looking beyond performance numbers, aligning managers’ interests with your own, and knowing when to switch managers.)
Topics covered
- Overview of Affluence Funds Management
- Special Situations and Small Cap Value
- Portfolio Construction 101
- Adapting Asset Allocation Over Time
- Strategic vs Tactical Allocation Explained
- Value vs Growth Style Bias
- How to Assess Value and Avoid Value Traps
- Global Outlook & Contrarian View
- Market Sentiment and “Smart Money” Behaviour
- Fund Manager Selection Framework
- Manager Due Diligence Process
- Fund Structure Preferences
- Views on Portfolio Concentration
- When to Sell or Redeem a Manager
