In this week’s special episode, Tony Boyd and veteran stock picker John Sevior look back on more than three decades at the heart of Australian business, as they both head into retirement.
Sevior, the co-founder of Airlie Funds Management and long-time executive at Perpetual, recalls why a relatively unloved cement company spun-off for CSL was the best bet he ever laid, and how its roaring success inadvertently contributed to the worst pick of his career.
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Rohan helps runs that national reporting team from Sydney. He was the Financial Review's inaugural newsletter editor and has been a home page editor and desk editor. He is a former foreign correspondent and Asia editor. Connect with Rohan on Twitter. Email Rohan at rohan.sullivan@afr.com
