EXPERIENCE
MANAGER INSIGHTS
Stay close to your investments with timely updates from your investment managers. At Enhanced Asset Management, we open the door to our investment process, the same disciplined approach behind our Concentrated Australian Equity Portfolio and Model Portfolios. Through these updates, you’ll see how we identify great businesses with bright futures, protect capital when markets turn, and capture opportunities as they arise.
2025 Insights
Bowen Hosking sums up the 2025 Reporting Season holdings of the Concentrated Australian Equities Portfolio, Aussie Broadband (ABB) and SUB Group (AUB).
Bowen Hosking gives a rundown of how stocks in the Concentrated Australian Equities Portfolio investment universe have reported so far during the August 2025 Reporting Season. Bowen also shares key result breakdowns for Codan (CDA), AGL Energy (AGL), and Zip Co (ZIP).
Bowen Hosking updates investors on the holding of Zip Cp (ZIP) in the Enhanced Asset Management Concentrated Australian Equity Portfolio.
Holdings in the Enhanced Asset Management Concentrated Australian Equity Portfolio provided market updates in May. Bowen Hosking takes investors through RMD, ZIP, AUB and 360's market updates.
The market correction has created opportunities in high-quality ASX companies. Bowen Hosking guides investors through new additions to Enhanced Asset Management's Concentrated Australian Equities Portfolio, including Aussie Broadband (ABB), Ansell (ANN), Codan (CDA), and Zip (ZIP).
Portfolio Manager Russell Muldoon presents a market update for investors in the Concentrated Australian Equity Portfolio and Model Portfolios managed by Enhanced Asset Management.
2024 Insights
Portfolio Manager Russell Muldoon presents an update on Enhanced Asset Management's 2024 performance and the current market environment.
Bowen Hosking updates investors on the purchase of GQG Partners (GQG) for the Enhanced Asset Management Concentrated Australian Equity Portfolio.
Bowen Hosking gives a rundown on the outcomes of the August 2024 Reporting Season.
Portfolio Manager Russell Muldoon updates investors on Enhanced Asset Management 2024 Financial Year Summary.
Bowen Hosking discusses the results of RMD, AGL, AUB, PSI, and Life 360, and their impact on Enhanced Asset Management's Concentrated Australian Equities Portfolio.
Portfolio Manager Russell Muldoon discusses the results of AGL, 360 and the market conditions leading up to and during the 2024 Reporting Season.
2023 Insights
Portfolio Manager Russell Muldoon discusses the big macro Portfolio Manager Russell Muldoon presents market updates for investors in the Concentrated Australian Equity Portfolio and Model Portfolios managed by Enhanced Asset Management. He discusses the results of AGL, Life360, and the broader market conditions leading up to and during the 2024 Reporting Season.
Bowen Hosking provides insights into the performance of ResMed (RMD) and its impact on the Concentrated Australian Equity Portfolio.
Bowen Hosking provides an update on the acquisition of ResMed (RMD) for the Concentrated Australian Equity Portfolio.
Russell Muldoon explains the factors driving the tech-driven bull market and the changes within Enhanced Asset Management's Concentrated Australian Equity Portfolio.
2022/21 Insights
Russell Muldoon and Bowen Hosking sit down to discuss current market conditions and the subsequent volatility we are all experiencing. Key topics discussed include inflation, interest rates, and our current direct equity exposure.
Enhanced Asset Management discusses asset allocation, A-REIT and bond performance, and currency with Vanguard Australia