Morgans Conversations: Alex Waislitz, Chairman, Thorney Investment Group
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- By Chris Titley
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- 24 September 2020, 11:00 AM
Today, we chat with Alex Waislitz, Chairman of Thorney Investments, particularly around their listed entity Thorney Technologies (ASX:TEK). Alex deep dives into their portfolio positioning which has seen their performance rise c30% in the last quarter with strong outperformance in sectors such as Fintech, Health Tech, life sciences, and diagnostics.
Alex also talks about their opportunities in the unlisted space and the mandate to invest through the life cycle of a company as well as the pipeline of investments that are potentially coming to the ASX soon. He also gives a macro update on what he is seeing with the easing of government stimulus.
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