One of the most memorable chats we’ve had with an investor this year was with Matthew Haupt, who runs Geoff Wilson’s large-cap fund.The fund, ASX-listed WAM Leaders, really turns its portfolio over. They take Wilson’s half-research-driven-investing, half-trading philosophy to the next level, unafraid to move their $2 billion-odd portfolio of large-cap stocks around.Subscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? Fetching latest articles
Oil up, market down: Here we go again
With oil back in the driver’s seat and Donald Trump talking tough, investors are bracing for a rerun of March’s geopolitical market chaos.














