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Overall that's an interesting presentation with some very logical assumptions and conclusions, however its fair to say Evans & partners have a very conservative approach when it comes to portfolio construction.here's a link to the presentation (Flash streamed both slides and audio) http://boardroom-pc.streamguys.us/files/ASX/1ASX20100204/Still reckon that any portfolio that ignores the resources super cycle and pretty much excludes oil, gas, gold and property...is a little to conservative, even though on the audio the presenter gives valid reasons for excluding those stocks.
Overall that's an interesting presentation with some very logical assumptions and conclusions, however its fair to say Evans & partners have a very conservative approach when it comes to portfolio construction.
here's a link to the presentation (Flash streamed both slides and audio) http://boardroom-pc.streamguys.us/files/ASX/1ASX20100204/
Still reckon that any portfolio that ignores the resources super cycle and pretty much excludes oil, gas, gold and property...is a little to conservative, even though on the audio the presenter gives valid reasons for excluding those stocks.
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