Preserving Capital in aVolatile Investment Environment well and holding for a lo...
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Preserving Capital in a Volatile Investment Environment - Interview: Russell Lester, Lester Group - APAC Investments Summit

For more information contact: An interview with: Russell Lester, Managing Director, Lester Group, a sponsor company at the marcus evans APAC Investments Summit 2012, discusses achieving returns and preserving capital in an uncertain economic environment. Join the 2015 Summit along with top industry investment executives and service and solution providers in an intimate environment for a focused discussion of key new drivers shaping corporate priorities and investment strategies. For more information contact:
Published on: Mar 4, 2016
Published in: Business      Economy & Finance      

Transcripts - Preserving Capital in a Volatile Investment Environment - Interview: Russell Lester, Lester Group - APAC Investments Summit

  • 1. Preserving Capital in aVolatile Investment Environment well and holding for a long period of or directly manage a property and its time through the volatility, until the development. This provides us with an asset is fully-priced for its expected added tool to mitigate risk and drive returns. Stability will be achieved over return. time as realistic return expectations are achieved. How can investors preserve capital in today’s economic environment? Stability will be Today’s lack of investor confidence, global financial pressures and achievedInterview with: Russell Lester, geopolitical issues, coupled with the need to invest and produce returns, has over time asManaging Director, Lester Group shortened investment time frames and produced a volatile environment. This does create opportunities, however, for realistic return“Today’s lack of investor confidence,global financial pressures and those who can identify deep-valued, mis-priced assets. expectations aregeopolitical issues, coupled with theneed to invest and produce returns, has This strategy necessitate a more achievedshortened investment time frames and concentrated portfolio, with high levelsproduced a volatile environment,” says of cash, as greater analysis andRussell Lester, Managing Director, understanding of each opportunity isLester Group. Those who are able to required in order to develop realistic What long-term advice could youidentify deep-valued and mis-priced expectations. give to investors?assets, however, will prosper in thisenvironment, he adds. What portfolio management Whether investing locally or abroad, strategies would you recommend? investors must have a goodFrom a sponsor company at the understanding of the underlying assetsupcoming marcus evans APAC Investors’ portfolios should be heavily in which they invest. This meansInvestments Summit 2012, taking weighted towards the assets in which understanding balance sheets and cashplace in Macao, China, 16 - 18 April, they have the greatest expertise and flows of corporate debt, sovereign debt,Lester discusses portfolio understanding in. This will ensure that equity or properties, to ensure themanagement strategies and achieving their expectations are more likely to be expected returns from the asset arerealistic investment returns. achieved. possible and likely.When the economic environment is The long-term, deep-value approach is Buying well is also important, as thisso uncertain, how can investors find where our performance has been provides a margin of safety between thethe path to stability and success? achieved in equities and property. An asset’s returns and the investor’s important aspect of this concentrated returns.Markets are highly volatile at the strategy is the approach to riskmoment and will remain so; this is the management. We have to get close to Maintaining a long investment term isnew norm. We must get used to it and each investment, speak with easier if you adopt these two strategies,frame our investing around this reality. management and understand the as they are required to ensure solidThe path to success is through buying business levers in the case of equities, returns are achieved.
  • 2. About the APAC Investments Summit 2012 The Investment Network – marcus evans Summits group This unique forum will take place at The Venetian Macao, Macao, China, 16 - 18 delivers peer-to-peer information April 2012. Offering much more than any conference, exhibition or trade show, this on strategic matters, professional exclusive meeting will bring together esteemed industry thought leaders and trends and breakthrough solution providers to a highly focused and interactive networking event. The innovations. Summit includes presentations on growth despite the global downturn, fuelling investments across the region and increased urbanisation and its corresponding needs. Please note that the Summit is a Contact closed business event and the number of participants strictly Stacey Melvin, Journalist, marcus evans, Summits Division limited. Tel: + 357 22 849 400 Email: For more information please send an email to All rights reserved. The above content may be republished or reproduced. Kindly inform us by sending an email to press@marcusevanscy.comAbout Lester GroupThe Lester Group is a property investment and development business based in Perth, Western Australia with extensive experiencein establishing syndicated property assets. Its properties are structured as investment partnerships where a small number of likeminded investors join with the Lester Group to acquire a property. In most cases, the Lester Group is the largest investor in thepartnership and it manages all aspects of the property and the investment. The Group has 20 years property investment anddevelopment experience across the commercial, industrial and residential property sectors and has built an extensive portfoliovalued at over A$100 million of owned and managed properties. The Groups success is underpinned by a highly skilled andmotivated team with diverse expertise across the property sectors and corporate management.The Lester Group identifies and secures suitable properties and then facilitates investment by independent third parties with theGroup as partners. It actively manages the properties on an ongoing basis to ensure that the maximum financial return isachieved, ensuring that the properties are fully tenanted, well maintained and developed to their highest and best use. Itadministers the operations of the partnerships by managing its cash flows, arranging finance and delivering income to marcus evans Summitsmarcus evans Summits are high level business forums for the world’s leading decision-makers to meet, learn and discussstrategies and solutions. Held at exclusive locations around the world, these events provide attendees with a unique opportunity toindividually tailor their schedules of keynote presentations, think tanks, seminars and one-to-one business meetings.For more information, please visit: www.marcusevans.comUpcoming EventsAPAC Alternative Investments Summit - www.apacaisummit.comEuropean Pensions & Investments Summit - www.epi-summit.comUK Pensions & Investments Summit - www.ukpensions-summit.comTo view the web version of this interview, please click here:

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