Manager insights: Lessons from the COVID experience
The COVID-19 experience has impacted every asset class to some level but listed property stocks in particular. Watch this interview to hear from Carlos Cocaro, portfolio manager of the Zurich Investments Australian Property Securities Fund, as he discusses why dislocations in the market can often lead to opportunities and how an experienced manager can exploit value dispersions to build conviction in active positions for the long term.
Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. We appointed Renaissance Property Securities Pty Ltd (Renaissance) as the strategic investment partner for the Zurich Investments Australian Property Securities Fund in 2005. The Fund aims to provide investors with an income stream and capital growth over the medium to long-term. Find out more at www.zurich.com.au/areits
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