The company reporting season just around the corner will be punishing for stocks unwilling to give the market the earnings guidance it has been craving since COVID-19 erupted, warns the investor behind the top-performing Australian fund of 2019-20.
Josh Clark from QVG Capital started out in the industry as a quantitative analyst. He's constantly redoing his numbers, which he says "takes the emotion out of it". Jessica Hromas
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Vesna Poljak is the Companies editor. She was previously the Markets editor with a special interest in the investment industry, hedge funds and accounting. She is based in the Sydney newsroom. Connect with Vesna on Twitter. Email Vesna at vpoljak@afr.com
