Emma Fisher: A (mostly) good news story

Emma Fisher tells a (mostly) good news story as she reflects on the last 12 months outlining three risks currently facing the market. Plus, some observations from her recent travels and the stocks to play them. 

Read More
July 28th, 2021
 

Emmer Fisher In Conversation with Rob Scott

Airlie's Portfolio Manager, Emma Fisher speaks with CEO of Wesfarmers, Rob Scott to discuss his first decisions in charge, what he looks for in acquisitions and why he made 'entrepreneurial spirit' a Wesfarmers value.

Read More
July 27th, 2021
 

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.

Read More
July 26th, 2021
 

AFR: How Rich Lister Peter Cooper’s ‘next gen’ is picking winners

Cooper Investor’s Global Team leaders share the unique origins and performance of their Family and Founders Fund, which is focussed on companies that have families and founders with significant ‘soul in the game’.

Read More
July 19th, 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. 

Read More
July 19th, 2021
 

Victor Chang: Discovery of live-saving heart attack treatment

New research out of Victor Chang brings treatment for Australia’s biggest killer a step closer, this exciting discovery could lead to new preventative treatments for atherosclerosis and coronary artery disease.

Read More
July 16th, 2021
 

Blake Henricks: One of the most compelling stocks on the ASX

Firetrail's Blake Henricks shares one of the most compelling opportunities on the ASX today explaining why this business presents a compelling investment opportunity with the potential to unlock shareholder value.

Read More
July 16th, 2021
 

Ausbiz: Jun Bei's six lockdown stocks

Jun Bei Liu shares the investment case for six stocks that have been impacted by the recent lockdowns and opportunities in the reopening trade for sectors such as retail, travel, and the housing market.

Read More
July 13th, 2021
 

TDM: ‘What we need to believe’ for an investment thesis

Insight into how the TDM Growth team think about generational businesses and building a thesis for 10+ year investment opportunities, in particular how they apply their “what do you need to believe” thinking, using Peloton as a case study.

Read More
July 13th, 2021
 

Is ESG a Fad? AFI Podcast with Paradice

Paradice Investment Management's Nick Varcoe discussed ESG investing in an episode of The Alpha Females Invest podcast and explained some of the frameworks and tools the fund manager uses to integrate socially responsible investing within the business.

Read More
July 13th, 2021
 

Podcast: Julia Meng, Paradice Investment

Paradice portfolio manager Julia Weng shares how a stint in managing two of her own artisan bakeries made her a better analyst and portfolio manager and explains Paradice’s investment process.

Read More
July 2nd, 2021