Chris Smith, portfolio manager of the Antero Peak Group, provides an overview of the current market environment and key themes the team believes are poised to accelerate in the coming quarters.

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This audio recording should be reviewed in conjunction with the accompanying slide presentation, which contains standardized composite performance and other important information. Access “Slides” to view.

This investor update represents the views and opinions of Chris Smith, Antero Peak Strategy portfolio manager, as of 11 July 2024, that are based on current market conditions, and are subject to change without notice. While the information contained herein is believed to be reliable, there no guarantee to the accuracy or completeness of any statement in the discussion. This material is for informational purposes only and should not be considered as investment advice or a recommendation of any investment service, product or individual security. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.

Correction: 55% hit rate figure stated during investor update was for the year-to-date period ending 30 June 2024.

Past performance does not guarantee future results. Current and future portfolio holdings are subject to risk.

Hit Rate is a measure of an investment manager’s success rate within a portfolio, calculated as the percentage of profitable issuers in a portfolio relative to the total issuers in the portfolio.