Sean Sequeira, Chief Investment Officer of Australian Eagle Asset Management appeared in the Australian Financial Review this week, reflecting on some of the investment milestones of his 30-year career. The article focused on the team’s strategy of identifying pivotal changes in businesses, highlighting successful investments in Fortescue (ASX:FMG) and Altium (ASX:ALU), as well as lessons learned from early exits like TechnologyOne (ASX:TNE). Sean also shared some insights into the team’s investment philosophy, and some stocks with bright prospects including Dexus (ASX:DXS) and Silex Systems (ASX:SLX).
Read the full article here: It’s all about the change – the good and the bad