Andrew Hokin, Portfolio Manager from Smallco - Interviewed by Alan Kohler - The Constant Investor

Published: October 8, 2016
"Top Stocks are in The Spotlight as Andrew Hokin, Portfolio Manager from Smallco discusses his three favourites’.
He also weighs in on the question, ""What influence would a Trump presidency have on investment risk factors?"""
Listen to the full podcast here:
theconstantinv...
====================
Transcript:
Alan Kohler: This week stocks returned to the spotlight, Andrew Hokin from Small Co, shares his top picks and dives deep into the analysis.
Andrew: It’s due to discipline on what they are under write, leading to low claims ratio. So, the claims ratio for this business is in the low 30s. So, the proportion of craniums paid out in claims each year is around about, historically it was sort of 36-37%. It’s currently about 33%.
Alan Kohler: Spotlight, fresh in your inbox every Saturday morning.