Cameron Gleeson
Person
Cameron Gleeson is a senior investment strategist at Betashares, an Australian investment management firm. He previously worked as a portfolio manager at Macquarie Asset Management and as head of product at Bell Potter Capital.
What Cameron Gleeson has said on podcasts
8 statements
Cam’s uranium exposure performed poorly and represented a high-risk investment.
“I was quite long uranium. That didn't work out well. It was a high-risk bet.”
Open the episode · 4 investors, $100,000: Who’s winning 6 months in? | Portfolio ChallengeListen at 2:53
Cam’s trades left him marginally worse off than holding his prior positions.
“So I'm actually marginally worse off for trading.”
Open the episode · 4 investors, $100,000: Who’s winning 6 months in? | Portfolio ChallengeListen at 3:37
Cam’s ETFs performed well, while his individual stocks performed poorly.
“And my ETFs are all going okay. They're all going very well. It's the single stocks that are burning me.”
Open the episode · 4 investors, $100,000: Who’s winning 6 months in? | Portfolio ChallengeListen at 3:49
Cam sees good value and strong earnings growth in emerging markets despite volatility.
“There's a lot of volatility, particularly coming out of South Korea, but I think there's really good value there and excellent earnings growth.”
Open the episode · 4 investors, $100,000: Who’s winning 6 months in? | Portfolio ChallengeListen at 4:02
GHHF is moderately geared and outperforming the referenced benchmark.
“It is moderately geared and it's outperforming GHHF.”
Open the episode · 4 investors, $100,000: Who’s winning 6 months in? | Portfolio ChallengeListen at 4:13
Cybersecurity and software stocks experienced a sell-off earlier in the year.
“We sort of saw a sell-off in cybersecurity and software earlier in the year.”
Open the episode · 4 investors, $100,000: Who’s winning 6 months in? | Portfolio ChallengeListen at 4:20
Cam would prefer switching his cybersecurity ETF exposure into NDQ and Nasdaq exposure.
“I'm itching to turn into NDQ and NASDAQ.”
Open the episode · 4 investors, $100,000: Who’s winning 6 months in? | Portfolio ChallengeListen at 4:23
Pilbara declined approximately 14% after Ren sold it.
“Pilbara, that you sold out of, that's down about 14%.”
Open the episode · 4 investors, $100,000: Who’s winning 6 months in? | Portfolio ChallengeListen at 6:11
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
