Cameron McCormack

speaker
292 appearances 1 recordings 1 series first heard Sep 2026 last heard today

Cameron McCormack’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
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Recordings per month over the last 12 months — 1 in all, peaking in Sep 2026 with 1.

Appearances

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um of Australian equities.
Um so for instance, you know, the likes of say JB HiFi, um, and the likes of, you know, say West Farmers, um, range of names that, you know, aren't as um, you know, still big, but within the context of um taking a I guess an ASX 200 approach, do you get underrepresented um overall?
Yeah.
When you even if you look at, say, um, just the resources sector and just look at that sleeve, you know, BHP alone is 40% of the total exposure.
Right.
So, you know, again, you you you're sort of getting unrepresented exposure to some of the critical miners, the rare earth miners, and even gold miners that are such a big complex within Australian equities, but by virtue of BHP and Rio Tinto and even Fortescue being so big
you really get really very limited exposure to some of those, I guess, emerging um segments of the market.
Yeah.
Um and that's it again comes back to um you know you know moving away or I guess addressing concentration within Australian equities and looking at different ways to really harvest the the mid cap exposure within within Australian equities.
Yeah.
Yeah, so probably about a forty percent exposure.
So like say eight thousand dollars.
two?
Yeah.
So let's switch gears to international equities, particularly developed markets.
Um the second one is our Australia sorry, international um quality ETF.
Um a ticker is Qual Qual, yes.
So
Quite simply, it's giving exposure to international equities but only investing in companies that are considered, I guess, quality companies.
Um companies that have high return on equity, low financial leverage, and stable year-on-year earnings growth.
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