Charlie Aitken is the founder of AIM Funds, a global fund manager based in Sydney. He joins Owen Rask on The Australian Investors Podcast to talk about why shorting doesn’t work and share two stock ideas.
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This episode of The Australian Investors Podcast features Charlie Aitken, founder of Aitken Investment Management (AIM Funds).
AIM is a global equities fund manager investing in high quality stocks from the USA and abroad.
In this episode, Owen Rask & Charlie Aitken talk about:
- Charlie’s big lessons learned from his father and running a fund
- Why shorting is hard and why Charlie dropped it to be long-only
- How Charlie has built a strong analyst team
- The big risks facing investors looking to Chinese stocks like Tencent & Alibaba (NASDAQ: BABA)
- 2 global stocks to watch: Nike Inc (NYSE: NKE) and HEICO Corp (NYSE: HEI)
This is a great episode for investors looking for an easy-listening discussion about high quality investing, shorting and those second-guessing their positions in China.
Date recorded: September 8th, 2021
this episode, you’ll LOVE our series. Episodes go live every Saturday at 7 am and Wednesday arvo.
