i don't usually promote FM presos. However, i am particularly interested in how the FM that have a similar style to me are handling what is no doubt an extraordinary period in the market.

Below is the Auscap preso, which IMO is worth looking at; I do not necessarily recommend them or agree with all their stock calls, however, their portfolio has a large overlap with my domestic portfolio holdings.

The QVG preso was pretty good as well.

https://www.auscapam.com/auscap-investor-webinar-march-2026-replay/?mc_cid=88577cdc32&mc_eid=UNIQID

as many of us know, the numbers are simply staggering over the past month or so.