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Capturing stocks with upside surprise, with Alphinity’s Trent Masters

On The Australian Investors Podcast, Alphinity Investment Management's Trent Masters talks with Owen Rask to talk earnings surprise and value capture.

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About this episode

Alphinity Investment Management’s Trent Masters explains the value to be captured when a skilled investor has the ability to find companies/stocks with upside earnings surprise potential.

On this episode of The Australian Investors Podcast, Owen Rask talks with Trent Masters, Global Portfolio Manager at Alphinity, about:

1. The benefit of a STEM background in investing

2. The outlook for big technology companies

3. Trent’s best and worst bets on technology companies

4. Alphinity’s investment philosophy and process

5. The value embedded in earnings surprises, and more

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