This podcast is a production of Finpods Pty Ltd and Phil Muscatello. Phil is the host of the Shares for Beginners podcast. You can find out more about Phil and listen to Shares for Beginners at https://www.sharesforbeginners.com/

James Holt is Director, Investment Solutions,.Perpetual Limited (ASX:PPT) a diversified financial services company, which has been serving clients since 1886. James leads a team of two Investment Solutions Specialists and an Investment Writer to provide commentary, analysis and technical investment support to stockbrokers, financial advisers and investors in Perpetual Investments’ funds. He's worked in the financial services industry for over twenty years. Prior to joining Perpetual Investments in 2014, he was a Director and Investment Specialist with the Portfolio Management Group of BlackRock Australia. Prior to this, he worked for BT Financial Group, Zurich Scudder Investments and Macquarie Bank.

We spoke about the current inflationary environment and James' historical overview providing context to what we are seeing at the moment, the Perpetual Investing philosophy which is "value oriented but not value obsessed", and some of the current companies and sectors of interest to Perpetual.

Below are the links to the funds mentioned by James:

ASX: PIC https://www.perpetualequity.com.au/
ASX: PCI https://www.perpetual.com.au/income
ASX: GIVE https://www.perpetual.com.au/funds/perpetual-ethical-sri-fund-asx-give
ASX: IDEA https://www.perpetual.com.au/funds/perpetual-global-innovation-share-fund-asx-idea

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James Holt - Director, Investment Solutions, Perpetual Limited