Milford Absolute Growth Fund - Jason Kururangi Talk Investment with Mark Wenzel

We speak to Jason Kururangi from Milford Asset Management. The discussion centres on the investment process of Milford and the ability to protect capital by holding cash. The current cash position is 40%, so we delve deep into why they have taken this position and what they are holding to generate alpha for investors.
This is a great discussion with Jason about Milford's Kiwi heritage, the unique investment process and where they see markets.
Compound your wisdom!