Markets will "climb the wall of worry" says Ethical Partners' Parkin

Nathan Parkin talks about Ethical Partners'view on markets and our composite performance* over the last 12 and 24 months in light of our general reluctance to hold traditional energy stocks (particularly given where energy prices are at the moment). Selecting alternate companies to own like IGO Group and Graincorp instead of oil and gas has helped performance greatly in a more sustainable way.

He also talks about Ethical Partners' “value” style, how it looks for “credible company plans” in the investment process and the fact that “buying certainty“ at the moment is expensive versus more value oriented quality companies as lower prices.

*Composite performance mentioned in the article refers to the collective performance of Ethical Partners managed portfolios over the two years mentioned (1 Year: +2.56% relative to ASX300) and (2 Years: +2.61% relative to ASX300).

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