On the Couch with Fund Manager Julia Lee from Burman Invest

It is a great time to catch up with Fund manager Julia Lee from Burman Invest. We take a deep dive into some of the companies Julia was watching over results season and how they reported and look at what's ahead for those companies and the market in 2021. Julia Lee is a familiar face to most who watch business TV - she is a well known expert in her field. Julia is not only a great communicator and a very popular presenter but also now has her own fund, Burman Invest. The fund is index unaware and aims to:
  • Deliver strong performance in a rising price and earnings growth environment
  • Focus on capital protection in a falling price and declining earnings environment
Julia Lee is on the board of directors for the Australian Stockbrokers Foundation. She has a Master of Business in Finance (MBus) degree, is an accredited Derivatives Adviser 2 (ADA2(ASX)) and is RG 146 compliant. If you want to hear more from Henry, he writes his take on the market and provides new small-cap ideas every day for Marcus Today members. You can join the rest of the Marcus Today community on a 14-day free trial - CLICK HERE to get started.

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