Q&A Session | COL Conversations with COL Investment Management, Inc.
COL Strategic Growth Fund: How To Actively Invest Even When the Market Says "No"
Marvin Fausto, Zerge Zandueta, and Chino Tobias
Recorded on November 16, 2023

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- Introduction [0:00]

- Start of Q&A [0:43]

- What is the best strategy & investment for a low-income investor? [01:00]

- What can you offer to someone who wants to invest even though they're not technically capable? [01:58]

- What is the best type of mutual fund to invest in? [02:57]

- Is it good to invest now in mutual funds? [03:33]

- I am still interested in investing in mutual funds through COL Financial although I am already 66 years old. Is it still advisable? [03:45]

- Are the top 10 holdings of the funds usually the COL top picks? If not, how are the top holdings different from the top picks? [04:52]

- Is it better to invest more in XCOLCSG than in XCOLEIF? Is it a good strategy to switch my existing index fund to COL Growth Fund? [06:14]

- With long-term interest rates at attractive levels today, why do I still need to take a risk by investing in stocks? [10:34]

- Why should I buy the CSG Fund when it invests in the same companies and the fees are higher? [12:13]

- What time horizon are you looking at before the stock market starts recovery? When do you think the interest rates will peak and when will it start going down? [14:05]

- Do we need to pay the fund manager aside from the 1-1.5% annually? [16:37]

- If the Philippines is expected to have long-term, resilient growth, why is it increasingly becoming more irrelevant to foreign investors? [18:03]

- If the funds earn dividends but do not pay out dividends, I am assuming the dividends earned will form part of the value of the funds unless it simply is not enough to payout for fees. What is your take? [19:21]

- Any product you would recommend for young investors? [21:07]

- Is CMI developing a product to help Filipino investors access global markets more easily? [22:19]

- Would CSG invest in Preferred shares given the attractive yields it offers? [23:02]

- What is your forecast with PSEi by the end of 2023 and by 2024? [24:17]

- Closing remarks and key takeaways [27:07]


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