Deltroit Asset Management
https://deltroit.com/
Related Insights
The next phase of the Hearts & Minds journey
We're pleased to announce the establishment of a broader Hearts & Minds Group structure designed to support additional fund offerings.
Hearts & Minds turns to (private) credit to expand funds empire
The credit fund is an opportunity to broaden the Hearts and Minds platform. “That means more funds across more asset classes to scale up our giving,” Howes says.
AI, Inflation and a record IPO: Decoding the ASX reporting season
In this episode of In The Know, Magellan’s Head of Distribution, Mark Burgess, is joined by Ray David, Portfolio Manager, and David Meehan, Investment Analyst, from Airlie Funds Management to unpack the results and the forces shaping the ASX.
He nailed Trump’s big plan. Now he fears Australia’s China-US squeeze
Strategist Michael Every says Trump’s economic statecraft is working, even when it looks messy. But he fears a moment of truth is coming for Australia.
‘What is GDP for?’: Strategist Michael Every on the dangers of Australia ignoring economic risks
According to Singapore-based global strategist with Rabobank Michael Every, countries have spent decades optimising for quarterly or annual GDP numbers without asking what growth is actually for: and that is safety, sovereignty and resilience.
An Australian fund manager finds redemption in the copper boom
Bond is in hot demand. He’s one of only a handful of speakers invited to return to the Sohn Hearts and Minds charity stockpicking conference, which is being held this year in Queenstown.
Inside Lightspeed’s Anthropic bet that woke Silicon Valley from its slumber
It seems hard to believe, but just a little over two years ago an investment in frontier artificial-intelligence play Anthropic was considered a contrarian bet. Today the start-up behind the Claude model is on the cusp of a $US2 trillion ($2.7 trillion) stockmarket listing.
This Silicon Valley VC giant has a warning for software stocks
One of the world’s largest venture capital firms says investors are underestimating the carnage artificial intelligence will create for software companies, warning their pivots towards AI are likely just marketing.
Why Antipodes is finding value beyond the AI trade
Vihari Ross of Antipodes Partners joins The Rules of Investing podcast to discuss where she’s finding value beyond AI and her top pick to hold for five years: Brookdale Senior Living, the same stock she picked at the 2025 Sohn Hearts & Minds Conference.
Stock Spotlight | Steel Dynamics
Steel Dynamics (STLD.NAS) was pitched by Peter Rutter of Life Cycle Investment Partners at the 2025 Sohn Hearts & Minds Conference. Steel Dynamics is one of the largest domestic steel producers and metals recyclers in the United States.
Magellan Global Opportunities Quarterly Update July 2026
Portfolio Managers Alan Pullen and Ryan Joyce of Magellan Investment Partners discuss the key drivers behind strong global equity market returns, including the receding risk from high energy prices and the surge in semiconductor and data centre supply chain stocks.
Protecting vulnerable children, when it matters most
How the Safer Kids Project is helping identify and protect children at risk in emergency care
Helping emergency doctors make faster decisions with AI
Using Australian-developed artificial intelligence to improve emergency care.
Unlocking new approaches for Multiple Sclerosis
Understanding why the brain fails to repair itself and exploring new treatment possibilities.
Developing a new mRNA vaccine for Alzheimer’s disease
Using innovative technology to explore new possibilities for treatment and prevention.
Closing the gap in rare disease diagnosis for Australian families
Building better genomic tools and more representative data to help families receive answers sooner.
A new path forward for women living with period and pelvic pain
Uncovering the biology driving debilitating symptoms
Understanding how breast cancer begins
Tracking the earliest changes in BRCA mutation carriers to help prevent cancer before it starts.
Mapping the surface of pancreatic cancer cells
Identifying proteins on pancreatic cancer cells that could become new targets for developing future treatments.
Making early cerebral palsy screening more accessible
Exploring new ways to identify babies at risk of cerebral palsy sooner and support better outcomes.
Supporting babies at high risk of cerebral palsy from the very beginning
Testing a family-centred early intervention program to improve outcomes for infants and support parents during the first critical months of life.
Accelerating CAR-T cell therapies for patients in need
Bringing innovative cancer therapies closer to patients.
Building the foundations for faster progress against brain cancer
Uniting researchers, clinicians and patients to accelerate research and improve patient care.
Understanding spinal cord injury recovery
The world's first molecular map of spinal cord injury across time and injury levels
Giving families living with rare diseases the answers they need
Supporting research to improve the diagnosis of rare genetic neuromuscular diseases and build the foundations for future treatments.
