Ethical ASX Investing & Shareholder Activism ft. Claude Walker



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Have you ever thought about your role as a shareholder?

When we buy shares through our brokerage account, we often forget that we actually becoming shareholders of the company, and that let's us do things like vote on important decisions, attend AGMs and participate in capital raisings.

In this episode Kate & Owen chat to Claude Walker about his approach to ethical investing and shareholder activism, including contacting management, looking for red flags, avoiding greenwashing and a few personal examples of the way he approaches his own investing.

Episode transcript now available via the show notes page.

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Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

At the time of recording Owen holds shares in PME and RUL, and Claude owns shares in PME & AEF. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
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