09 Sep 2020
Chris Gosselin, CEO of Australian Fund Monitors, speaks with Rodney Brott, CEO & Executive Director of DS Capital, and Dean Fergie, Director & Portfolio Manager at Cyan Investment Management. Both funds, the Cyan C3G Fundand the DS Capital Growth Fund, have successfully navigated the rebound since March to record monthly returns and, in spite of the market’s +38% rise, outperform the ASX200.
In spite of both being in lock-down in Melbourne, some common views and themes were apparent – the ability to switch sectors from those such as travel, tourism or commercial property, to areas that have benefited from COVID – tech and communications for example.