Masterclass Sessions

Over the past 12 months Intralink has been running an Investor Mastersclass series for clients to help increase knowledge of all things investing which help create the foundation of the Intralink Investment Philosophy.

The first presentation aims to give you some understanding of how investments are valued, the second is about quality investments and this is a major part of the Intralink approach and the third Positioning, not Predicting is a valuable if you want to understand what quality portfolio management is all about.

The fourth presentation (not presented yet) is about the economic or market conditions that can lead to large falls, that we seek to guard against.

While there are 4 separate topics, you will get the most benefit if you view them in the order.

Understanding the basics of valuation webinar

The first presentation of our Investor Masterclass series covers the topic “Understanding the basics of valuation”.

The webinar covers four main questions:

1. How do you estimate what an investment worth? What makes investments go up and down? What does it mean to say that an investment is expensive, cheap or fair value? What factors impact on an asset’s value?
2. If you’re an investor, it’s critical you understand how to value different assets – what basis you use to work out what an asset is worth and understanding how other investors value their assets.
3. In this presentation, we’ll look at the different ways assets are valued across different asset classes. This is not just theory, so we will also highlight where reality differs from the text books.
4. We’ll also spend time looking at how to work out the assumptions in the current price of an asset and if the current price is overly optimistic or pessimistic.

Quality Investing

The second presentation of our Investor Masterclass series covers the topic “Quality Investing”.

Most people have little understanding of the complex world of investing and very often, those that think they do, can make big mistakes. You cannot just follow the news, as this will certainly lead you astray.

These sessions focus on crucial issues that have clear relevance to the real world of investing. It is certainly not just the standard text book investment theories.

At Intralink we focus on quality investments. This is a critical part of our investment approach aimed at proving the potential for good returns, while minimising the risk of unacceptable and irrecoverable losses.

This webinar explains why we focus on quality and what makes an investment high quality.

Mark explains the logic that our quality focus is based on and provide some real world examples to illustrate the points made.

Positioning, not Predicting

The third of the presentation of our Investor Masterclass series covers the topic, “Positioning, not Predicting”.

While there are 4 separate topics, you will get the most benefit if you view them in the order.

The first presentation aims to give you some understanding of how investments are valued, the second is about quality investments and this is a major part of the Intralink approach and the fourth presentation (not presented yet) is about the economic or market conditions that can lead to large falls, that we seek to guard against.

Positioning, not Predicting is a very valuable if you want to understand what quality portfolio management is all about.

We live in a complex world, full of emotion and unexpected events. It seems reasonable to assume that the skill of investing is predicting the future, however this assumption is both wrong and can be damaging. It leads to poorly constructed portfolios and ineffective, often dangerous decisions. The biggest mistakes are made by those that are overconfident and do not realise or take into account all the things they do not know.

We focus the spotlight on many of the falsehoods and useless information that fill the financial press, and unfortunately drives most people’s investment decisions.

You are going to be very surprised by some of the information in this session and at times you will be shocked by the truth. By the conclusion, we hope you will be able to differentiate between baseless speculation (however confident or impressive it sounds) and sound strategy.

You will also gain a more detailed understanding about how we seek to generate returns, while protecting you from risks. It is about how we deal with a complex and uncertain world, rather than trying to make impossibly precise predictions and hoping for the best. We hope to provide you with a more realistic and effective way of thinking about your investment portfolio.

Our aim is to make for a more effective partnership with your adviser and these presentations give you the benefits of education, but with a real world practical focus. We strongly encourage you to review these presentations if you want a deeper understanding of what we do.

Our aim is to make for a more effective partnership with your adviser and these presentations help give you the benefits of education, but with a real world practical focus. We strongly encourage you to review these presentations if you want a deeper understanding of what Intralink does for client.

If you have any questions or require any further information, please contact our office on (03) 9629 1100.

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