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Explore articles and perspectives from the brightest minds in investment and medical research.
Former Fed governor Kevin Warsh says government officials should be wary of market calm
Read the coverage of Magellan's latest In the Know Podcast with Hamish Douglass and former Fed governor Kevin Warsh.
Nick Griffin: A window of opportunity in growth stocks
Nick Griffin shares some opportunities he thinks the market is overlooking, the link between interest rates and growth equities and how a rise in interest rates would influence this thematic.
Rising costs are not yet a problem for equities
In this AFR article, Jun Bei Liu explains how large fiscal and monetary stimulus measures have contributed to surges in commodity prices and increased input price measures. She discusses the factor at play, and what this means for equity markets.
Talk Ya Book: Marcus Guzzardi
Marcus Guzzardi, portfolio manager at Cooper Investors talks with Chris Judd on Talk Ya Book. In this episode, Marcus talks us through an exciting stock in the gaming and entertainment industry.
Talk Ya Book: Phil King, Regal Funds
Phil King shares his case for Australian telecommunications provider Spirit Technology Solutions, and outlines the broadening of the company's product range through strategic acquisitions, the importance of having expertise within cyber security and more.
Pandemic a catalyst for change, but only some of it lasting
Jun Bei Liu explains the lasting impacts of the coronavirus such as the accelerated rise of environmental, social and governance (ESG) investing, the changing work and consumption patterns and the opportunities these present to investors.
Podcast: David Halpert, Indo Tekno
In this podcast interview, David Halpert, Founder of Prince Street Capital, reflects on his history of investing in emerging markets and discusses Prince Street's unique digital decolonisation strategy along with key tech-related initiatives taking place.
The Australian: Millionaire’s secret to picking right stocks
Peter Cooper, Founder and CIO of Cooper Investors shares his one simple rule for long-term success: the longer a company is controlled by its founder or their family the better. Read the reasons why in this article by The Australian.
Moving to their own beat: 2 great businesses at a discount
Chris Dixon (Cooper Investors) shares two great companies trading at a discount and why he believes value creation can be realised with these companies, regardless of what is happening to broader markets.
TDM Growth Partners: Client Memo
TDM Growth Partners recently shared a client memo, outlining their thinking about the current market environment and their thinking about “What do we have to believe from here?’.
The Long View Podcast: Hamish Douglass
Magellan's Hamish Douglass joins Morningstar’s The Long View podcast where they discuss Magellan’s unusual origin story, China, and how to build a cohesive world-stock portfolio.
Podcast: Chris Cuffe, Inside the Rope
Get to know our Chairman. In this episode, Chris Cuffe shares his background in funds management, his current portfolio of roles and some of the key lessons he's learnt.
Podcast: Paul Rayson, Mental Wellth
This episode of Mental Wellth looks at how mental health is funded and Paul Rayson discusses how vehicles like Hearts and Minds are an emerging funding solution.
The INside Network: David Moberley
David Moberley discusses the Paradice Long Short Australian Equities Fund, including the 130/30 investment style, portfolio positioning and the current market opportunities and risks.
Nick Griffin: Finding the next generation winnners
Conference Fund Manager, Nick Griffin Co-Founder of Munro Partners talks with Livewire about uncovering the next generation of internet winners.
David Paradice ‘comfortable’ missing out on GameStop share surge
His firm may have missed out on a potential billion-dollar position, or even payday, from the GameStop phenomenon, but David Paradice insists he’s “sleeping very comfortably at night”.
Magellan's Douglass sticks with China tech
Magellan Financial group, manager of a $15 billion global equities strategy, has raised its risk rating on Chinese tech stocks but says they are still fundamentally undervalued.
Podcast: Paradice's key to unlocking small caps
Core Fund Manager, David Paradice discusses his investment journey, crucial lessons he's learnt and how he once enjoyed a laugh with the Queen of England!
Beneficiary Profile: MS Research Australia
MS Research Australia is the largest non-government funder of research into multiple sclerosis (MS). They have invested over $44.3m into MS research via major collaborative research platforms and investigator-led projects.
Equity Mates: Hamish Corlett, TDM Growth Partners
In this episode of Equity Mates hear from Core and Conference Manager Hamish Corlett, Co-Founder of TDM Growth Partners. The guys cover a lot in this episode, be sure to take a listen!
Scaling Up: Hamish Douglass
In this episode of TDM's Scaling Up podcast you'll hear from Hamish Douglass on the power of compounding and how he scaled Magellan from humble beginnings to now an ASX 100 listed company.
Thank you from MS Research Australia
MS Research Australia has a message of thanks to the Hearts and Minds Community for the support we provide them and their research to Stop and Reverse MS within the next 10 years.
Personality the key in picking winning stocks: Qiao Ma
Qiao Ma says her stock pitch for the Sohn Hearts & Minds Conference on Friday belongs to an industry that will “make people cringe”. That isn’t deliberate but it will prove her point that management trumps all else.
The star stock pickers with a social purpose
Hamish Corlett, Founder of TDM Growth Partners discusses TDM's commitment to helping support Australian charities including the win-win nature of Hearts & Minds and why he's proud to be involved.
Two good reasons to consider going short in Aussie equities
David Moberley of Paradice discusses how he seeks to combat the concentration found in Aussie equities by adding short selling to his toolbox. David shares his ‘four bucket’ strategy to identifying a company to short, and details the pros and cons of this investment approach.
