The AFR has run a good article on the disruption of the funds management industry which included two close colleagues and friends - Tony Hansen (EGP Capital) and Peter Phan (Castlereagh Equity). After having known them for some years now, I can say they are both exceptionally smart and ethical individuals.
Both gentleman typically invest in smaller Australian companies and given they have a lot of their own personal wealth invested in their respective funds they have a sharpened eye for risk that many other investors simply do not.
Investors could certainly do worse than investing with them - but this of course is not to be construed as financial advice(!)
Click the link below to read the full article:
Kristian
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