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Best of the Best: AI Hype, China Risk & Australia's Best Stocks - Julia Weng | Paradice Investments
We’re continuing Best of the Best series and today we’re joined by Julia Weng, portfolio manager at Paradice Investment Management, who has consistently beaten the ASX 200 in large-cap Aussie equities.
Julia breaks down how she navigates banks, miners, defensives and the repeatable process behind Paradice’s edge.
In this episode:
• Why return-on-capital and aligned management teams drive Paradice’s stock picking
• How Julia builds conviction: expert calls, field research and evidence over hype
• The advancements in robotics and automation being overshadowed by AI-hype
Ready to secure your…
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