Alan’s Saturday Overview

Alan Kohler’s Saturday Overview is a weekly report that brings a sharp focus to the key issues that matter, with exclusive insights into upcoming financial events.

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Question of the week

Q: What is your recommendation for adding exposure to overseas stocks like Apple and Google to your portfolio without buying those stocks directly? Can you suggest some particular LICs or other vehicles that give you exposure to those kinds of stocks?

A: Alex Pollak of Loftus Peak is worth looking at.  He focuses on disruption, and he has a few Chinese businesses in the fund such as Alibaba.  Also Munro Partners – they invest in the usual tech e-stocks, but are also heavily invested in e-sports.

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In the Curious Investor we invite a member of The Constant Investment community to share their story.

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