Update from the CIO

Last week’s star stock, DocuSign Inc, kicked on again during the week, and logged further gains of just over 11%. On the other hand...

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September 16th, 2019
 

Update from the CIO

The big mover last week was DocuSign, Inc. which reports slightly out of time with other US stocks. Pleasingly, it surprised on the upside against analyst expectations...

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September 9th, 2019
 

Manager in focus: Cooper Investors

This month's Conference Manager in Focus is Cooper Investor's Founder and Chief Investment Officer, Peter Cooper. He's backing the largest audio entertainment company in the US, Liberty SiriusXM. 

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September 6th, 2019
 

Update from the CIO

With reporting season both here and in the US now complete, investors now have more information about the financial health of their companies, and prices are reacting accordingly.

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September 2nd, 2019
 

Update from the CIO

Of our locally listed conference stocks, JB Hi Fi have reported, surprising everyone rallying 10% on the day, PagSeguro reached an all-time high and Bandai Namco has continued its great run post Nikkei inclusion...

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August 26th, 2019
 

Update from the CIO

Earnings season in the US, as usual, caused large moves in company share prices, both up and down. Indeed, with the domestic reporting season also underway, we can expect more surprises.

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August 13th, 2019
 

Manager in focus: Tekne Capital Management

This month's Conference Manager in Focus is Tekne Capital Management's Managing Partner, Beeneet Kothari. He's backing a Brazilian digital payment solution company. Read his investment case here.

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August 6th, 2019
 

Update from the CIO

Weaker global markets (S&P down 3.1%; Nasdaq down 3.9%), and Trump tweets and tariffs all weighed heavily on investors minds this week...

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August 6th, 2019
 

Update from the CIO

Welcome to the first edition of our CIO blog. A regular update of what's happening in the portfolio.

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July 29th, 2019
 

Livewire: Amazon's billion dollar bet on toasters

Jeff Bezos is proving the sky’s no longer the limit for Amazon. Learn more about Project Kuiper and what it means for the future of Amazon in this Livewire article.

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July 22nd, 2019
 

Ray Dalio: Paradigm Shifts

Legendary investor Ray Dalio says gold may be key amid monetary policy shift.

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July 18th, 2019
 

Airbus flying past a struggling Boeing

2018 Conference Recommendation, Airbus, is flying past struggling Boeing. Read Roger Montgomery's analysis to find out what this means for Airbus. 

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July 15th, 2019
 

Manager in focus: Munro Partners

Hear why e-commerce giant, Amazon is Nick Griffin's highest conviction investment recommendation.

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July 4th, 2019
 

Hearts and Minds Investments lifts value

Hearts and Minds Investments has increased in value by 20 per cent since listing last November and now has an net asset value of $600 million.

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June 28th, 2019
 

Morgans Executive Series: Rory Lucas

Morgans Adviser Chris Titley recently spoke to Rory Lucas about what makes HM1 unique - take a listen.

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June 14th, 2019
 

Manager in focus: Wilson Asset Management

Conference Manager, Geoff Wilson AO of Wilson Asset Management is backing a Japanese-listed company specialising in gaming, entertainment and toy manufacturing. Find out why.

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June 7th, 2019
 

Winning Hearts and Minds

Mark Nelson of Caledonia discusses his connection with the Florey Institute, one of our beneficiaries, and why he's involved with Hearts and Minds.

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May 29th, 2019
 

Regal monthly numbers out as LIT heats up

It's a timely month for Core Fund Manager, Regal Funds Management to knock it out of the park. Learn more about Regal's plans to list its first fund; Regal Investment Fund (RF1). 

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May 16th, 2019
 

Research: Smart Ageing

Research at The Centre for Human Psychopharmacology at Swinburne University is helping to ensure we retain our memory and brain function as we get older.

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May 6th, 2019
 

Manager in focus: Regal Funds Management

This month's manager in focus is Core Fund Manager, Philip King from Regal Funds Management. We asked him a few questions to get to know him better.

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May 3rd, 2019