Where is the value on the ASX? 3 fund managers name their best ideas

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The ASX 200 looks expensive, economic growth is subdued, and higher interest rates are putting renewed pressure on valuations. But that doesn’t mean there’s no value left in the Australian market. At Livewire Live, First Sentier Investors’ Dushko Bajic, L1 Capital’s James Hawkins and Ausbil Investment Management’s Arden Jennings were asked where they are still finding opportunities on the ASX. All three are looking beyond the market’s largest companies, but their approaches differ considerably. Bajic is finding opportunities in businesses exposed to major investment cycles, including electrification, AI infrastructure, defence and mining. Hawkins is backing a concentrated portfolio of…