CIO Insights - 26 July

Jargon free insights from our Chief Investment Officer. In today's update Rory shares key takeaways from Magellan's Annual Letter to investors.

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July 26th, 2021
 

CIO Insights - 19 July

Jargon free insights from our Chief Investment Officer. In today's update Rory explains why our fund manager's stop loss policies are our stop loss policy. 

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July 19th, 2021
 

TDM's Scaling Up Podcast: Season 4

Season 4 of TDM’s podcast, Scaling Up has just wrapped with another six fantastic episodes. Listen to in depth conversations with some of the world’s leading entrepreneurs about the lessons they’ve learnt while scaling their businesses. 

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June 30th, 2021
 

Defining the path of a successful investor

Peter Cooper joined David Clark on the Inside the Rope Podcast to discuss a variety of topics including the big influences in his investment career, Cooper Investor’s investment philosophy for long-term returns and what it takes to be a successful investor.

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June 30th, 2021
 

CIO Insights - 28 June

Jargon free insights from our Chief Investment Officer. In today's piece Rory looks at how COVID-19 will have a lasting impact on the way we live and how our portfolio companies are set to benefit.

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June 28th, 2021
 

Paradice funds chase emerging markets growth

Learn about Paradice’s emerging markets investment strategy which focusses on marco thematics, isolating domestic demand opportunities and the rationale behind why more than a third of the portfolio is weighted towards China.

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June 25th, 2021
 

Munro Partner's Capital Preservation Series - Shorting

In the latest episode of Munro Partner’s Capital Preservation Education series, Nick Griffin explains the fund manager’s shorting philosophy, how the team selects a single stock short and some of the climate secular short opportunities.

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June 23rd, 2021
 

Invest like the Best Podcast: Howard Marks

Previous Conference speaker, Howard Marks of Oaktree Capital joined the Invest like the Best podcast where Howard shared his most evergreen idea, reflections on value investing, experience versus theory and much more. 

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June 22nd, 2021
 

CIO Insights - 21 June

Jargon free insights from our Chief Investment Officer. In today's piece Rory answers a shareholder question and talks about investment opportunities generally, and the X-factor that HM1 has with our conference portfolio timeframe.

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June 21st, 2021
 

Rules of Investing Podcast: Emma Fisher, Airlie

Emma Fisher from Airlie Funds Management was the latest guest on Livewire’s Rules of Investing podcast. Emma discussed her first investment, why retailers are being underestimated and why you can’t be successful by sticking with consensus. 

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June 11th, 2021
 

Q&A with Jun Bei Liu, Tribeca

Conference Manager Jun Bei Liu shares the moments in her career that shaped the investor that she is today in a Q&A with Livewire. She also shares three promising stocks for the coming year.

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June 10th, 2021
 

Perfect economic conditions for healthcare to thrive

Jun Bei Liu of Tribeca comments on the opportunities and innovation present in the healthcare sector on the back of cultural changes and trends accelerated by the pandemic, naming CSL and Fisher & Paykel Healthcare as stocks to watch.

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June 8th, 2021
 

David Wright: Formula for future returns

David Wright spoke with Livewire, in this interview David shares countless insights that he has learnt throughout his career, and shares what he believes will be key to portfolio returns in the future.

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June 1st, 2021
 

CIO Insights - 31 May

Investor insights from Hearts and Minds Investments' Chief Investment Officer. In this update Rory writes about “Macro vs Micro”; the impact both styles can have on markets, and how individual share prices can easily get distorted in the short term.

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May 31st, 2021
 

On the Couch Podcast: Nick Griffin

Nick Griffin of Munro Partners was on the latest episode of the On the Couch podcast. They discuss a variety of topics including capital preservation, what it means to be a ‘Munro Bagger’ and some of Nick’s favourite climate and high-performance computing companies.

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May 28th, 2021
 

Commsec Executive Series: Robert Luciano

VGI Partners' Robert Luciano discusses growth in the e-commerce space, opportunities in the technology sector - in particular 5G, inflation and the importance of downside protection with Tom Piotrowski on CommSec Executive Series. 

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May 26th, 2021
 

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.

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May 25th, 2021
 

In the Know Podcast: Kevin Warsh

Hamish Douglass is joined by former member of the Federal Reserve Board of Governors Kevin Warsh on In the Know. They discuss navigating the US through the global financial crisis, the role of central banks in controlling inflation and his outlook on the current global economic landscape.

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May 25th, 2021
 

CIO Insights - 24 May

Investor insights from Hearts and Minds Investments' Chief Investment Officer. In this update Rory discusses inflation - the main causes for concern, the possible effects as well as deflation. 

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May 24th, 2021
 

INBrief: Qiao Ma

Qiao Ma talks to INBrief about Cooper Investor’s investment philosophy and experience in Asian Capital markets, megatrends reshaping global markets and some high conviction ideas, including her Conference pick Shenzhou International. 

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May 21st, 2021
 

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.

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May 18th, 2021
 

CIO Insights - 17 May

Investor insights from Hearts and Minds Investments' Chief Investment Officer. Easy to understand, jargon free updates on the portfolio news that matters.

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May 17th, 2021
 

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.

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May 17th, 2021
 

Equity Mates: David Halpert, Equity Mates

David Halpert of Prince Street Capital Management recently spoke with our friends at Equity Mates about his personal investing story, his thoughts on Digital Decolonisation, and shares two emerging company case studies.

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May 14th, 2021
 

A Green Light For Electric Vehicles

Paradice believes renewable energy will be one of our life's defining investment thematics. Learn more about the rise of electronic vehicles and the demand it creates for raw materials, and how Paradice are investing in renewable energy adoption.

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May 12th, 2021
 

Equity Mates: Ben Gisz, TDM Growth

Ben Gisz, co-founder of TDM Growth Partners talks to the guys about building a portfolio in today’s market conditions. They chat about Ben’s unusual first investment, TDM’s ‘bottom up’ investment research process, and some of the key things to be aware of in today’s market environment.

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April 30th, 2021
 

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.

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April 30th, 2021
 

CIO Insights - 26 April

Investor insights from Hearts and Minds Investments' Chief Investment Officer. In this update Rory shares more on the impact the HM1 fund has on our beneficiaries, putting a spotlight on MS Research Australia.

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April 26th, 2021
 

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. 

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April 26th, 2021
 

A "must have" company set to thrive

Netflix’s early dominance in the on-demand streaming industry built its reputation as a must-have offering for consumers. Magellan shares their analysis of Netflix, and why they see the company continuing to improve the value of its bespoke services. 

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April 22nd, 2021