Welcome
The Benefits
Warren Buffet - A Quote
Outline
Why Now?
Some Definitions
Expectation Changes
Market Tailwind Slow
Alpha Opportunity Change
Alpha Opportunity Change
What is High Conviction?
Definition
The Evidence
Some Examples
Characteristics
High Conviction Managers
Risk Paid Off
Rewards Outweigh Risk
Successful Implementation
Portfolio Construction Issues
Not All Are Created Equal
Chose the Risks you Want
Decomposition of Risk
Australian Shares Opportunities Fund
The Bottom Line
In Closing
Thank You
