Value as at close of business on 12 April 2024
Price delay - 20mins
Climate change and digital disruption are key areas of interest for Nick Griffin and Munro Partners team. Listen to this conversation as Nick discusses thematic investing and how the Munro Global Growth Fund is positioned to capitalise on these major investment themes.
Howard Marks (Oaktree Capital) discusses the most important things in investing and how the real accomplishment is to have profit potential disproportionate to the risk. He also shares how to get the odds on your side, why diversification is not a magic elixir and why stock prices could go much higher.
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.
David Clark, host of the “Inside the Rope” podcast has recast an early episode with Cathie Wood of ARK Invest, a HM1 Conference Manager. In this episode Cathie discusses her investing journey, starting ARK Invest and ARK’s focus on disruptive innovation.
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.
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.
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.