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Webinar | eInvest and DP Wealth Advisory

How do we understand what’s happened in 2020 and what lies ahead for the rest of the year? Join our experienced portfolio managers for a webinar to gain insights into both the bond and equity markets.

  • Australian equities and value investing, by Perennial Director & portfolio manager Stephen Bruce (Portfolio Manager of eInvest Income Generator Fund (Managed Fund) ASX: EIGA)
  • The bond markets, by Daintree Director and portfolio manager Mark Mitchell (Portfolio Manager of eInvest Core Income and Income Maximiser funds (Managed Funds) (Codes: ECOR and EMAX)

This webinar is exclusive to clients of DP Wealth Advisory

Disclaimer: This webinar is for general information purposes and is not financial advice. Always seek your own advice and read the PDS at www.einvest.com.au.  Past performance is not a reliable indicator of future performance. 

About the speakers:

Stephen Bruce

Director, Portfolio Management / Head of Research

Stephen joined Perennial Value as an Equities Analyst in April 2000. In 2006, he was promoted to the role of Research Coordination/Senior Equities Analyst and assumed the role of Deputy Portfolio Manager for the Perennial Value Shares for Income Trust.

In 2011, he was promoted to the role of lead Portfolio Manager for the Perennial Value Shares for Income Trust and Co-portfolio Manager for the Perennial Value Australian Shares Trust. In 2018, he was promoted to Director, Portfolio Management with responsibility for overseeing the management of all broader cap Australian Equities portfolios. He also has research responsibility for the banking, healthcare, telco and agricultural sectors.

Mark Mitchell

Director, Portfolio Management / Head of Research

Mark Mitchell established Daintree Capital in January 2017 and has over twenty years industry experience both in Australia and the USA, specialising in fixed income securities analysis and portfolio management.

Prior to establishing Daintree Capital, Mark was the Head of Credit and Portfolio Manager for over seven years at Kapstream Capital. There, he was ultimately responsible for the development and implementation of the credit research processes and portfolio management until he left in October 2015. Over this time, Kapstream grew to over $10bn in assets under management.

Prior to his time at Kapstream, Mark was a Portfolio Manager/Senior Credit Analyst specialising in global credit securities at Colonial First State Global Asset Management between March 2001 and September 2008.

Before moving to Australia, Mark achieved nearly a decade’s work experience in the USA across a range sectors including high yield, bank loans, commodities, futures and listed equities.

Mark holds a Bachelor of Science (Finance) from the DePaul University (Chicago) and is a CFA Charterholder.