Ask A Fund Manager
In part 1 of our interview, Sage Capital portfolio manager Sean Fenton gave his thoughts on the inflation outlook. Now in part 2, he reveals what he regrets about his Afterpay experience.
Overrated and underrated shares
The Motley Fool: What’s your most underrated stock at the moment?
Sean Fenton: I was having a think about that one — it’s always a little bit tricky because underrated can often mean it’s got a few fleas attached to it.
But one that fits into that camp was QBE Insurance Group Ltd (ASX: QBE), which has been a bit of a perennial disappointer in recent times.
As you’ve seen, a lot of liquidity around the world, a lot of money chasing insurance premiums down, and it hasn’t…