Relative Return: Seeking global property opportunities
In this week’s episode of Relative Return, host Phil Tarrant speaks to Justin Blaess, co-founder and portfolio manager at Quay Global Investors and winner of this year’s Global Property Securities Fund of the Year.
Listen as they discuss:
- The importance of a global approach to property investment
- The property winners and losers from COVID-19
- Maintaining a highly concentrated and low turnover portfolio
- What it takes to have five consecutive wins at the Fund Manager of the Year Awards
- Ensuring Quay differentiates itself from competitors
AUTHOR
Laura Dew
Recommended for you
On this episode of Relative Return Unplugged, host Maja Garaca Djurdjevic is joined by AMP’s chief economist Shane Oliver to break down the Reserve Bank of Australia’s long anticipated rate cut to 4.1 per cent.
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Liam Garman, break down the economic landscape ahead of the Reserve Bank’s highly anticipated first rate call of 2025.
In this episode of Relative Return, host Laura Dew chats with David Russell, chair of the Transition Pathway Initiative, and Tony Campos, head of sustainable investment at FTSE Russell, about the intricacies of climate investment.
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Steve Kuper, discuss a whirlwind start to US President Donald Trump’s second term that all but kicked off a trade war.
