Watch the recording of our Alpha Plus Fund 4Q26 investor webinar, held on Thursday 22 October 2026.
Lead portfolio manager, Jun Bei Liu, discusses recent performance of the Alpha Plus Fund and why she thinks Australian growth and quality stocks are at their most attractive levels in nearly 30 years.
Jason Todd, Ten Cap’s CIO, leads the market discussion and explains why stock and sector leadership has been so inconsistent throughout 2026, and why he thinks markets are absorbing rather than ignoring downside risks, and can trade even higher into year end.
Jun Bei ends her presentation by taking investors through recent changes to the portfolio, where her highest conviction ideas sit, and why active management is how investors can take advantage of the valuation dislocation evident across many areas of the equity market.
