In the Know Podcast: Riding America's Connectivity Wave

On the In The Know podcast, Hamish Douglass spoke to Jay Brown, CEO of Crown Castle, America’s largest provider of communications infrastructure. They discuss expansion, the risks and opportunities in new communications technology and Crown Castle’s unique business model.

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August 31st, 2021
 

TDM Growth: How we think about valuation

In a fun four-minute video, Core Manager TDM Growth Partners 
explains how they think about valuation when investing in public and private companies and give some insight into how they look at compounding capital at high rates of return and 'fair value'.

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August 31st, 2021
 

CIO Insights - 30 August

Jargon free insights from our Chief Investment Officer. In today's update Rory discusses the HM1 Annual Report and key portfolio holdings. 

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August 30th, 2021
 

Jun Bei Liu shares key learnings from reporting season

In this AFR article, Jun Bei Liu shares her learnings from the latest reporting season, asking "what are we actually paying for those blue chip COVID-19 winners"?.

 

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August 29th, 2021
 

CIO Insights - 23 Aug

Jargon free insights from our Chief Investment Officer. In today's update Rory discusses the ongoing uncertainty in China and how Conference recommendation Treasury Wines has faired.

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August 23rd, 2021
 

The Florey: Innovative new approach for Parkinson’s disease

Florey researchers have partnered with engineers from ANU to develop and study a new type of hydrogel that could radically transform a novel stem cell treatment for Parkinson’s disease.

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August 19th, 2021
 

The duopoly player in Australia's most attractive domain

In this Livewire article, Jun Bei Liu explores the compelling duopoly in one of Australia's favourite sectors: Property.

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August 18th, 2021
 

CIO Insights - 16 August

Jargon free insights from our Chief Investment Officer. In today's update Rory discusses the changing investment landscape in China and shares an update from the Black Dog Institute.

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August 16th, 2021
 

Podcast: Minding Your Mind

Prof Ian Hickie, of the Brain and Mind Centre has launched a podcast, Minding Your Mind, to explore all aspects of mental health; the different types of mental health issues we can experience, their causes, how they affect us, and what we can do to get help and find solutions.

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August 10th, 2021
 

Inside the Rope Podcast: Emma Fisher, Airlie

Emma Fisher of Airlie Funds Management speaks with David Clark on Inside the Rope podcast. The discussed Emma’s investment journey, key influencers in her career and some of her best winners, and losers.

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August 10th, 2021
 

Australian breakthrough to stop heart arteries from clogging

Victor Chang scientist has led landmark research that has the potential to stop arteries of the heart from becoming clogged by targeting a particular gene.

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August 3rd, 2021
 

Caledonia rustles up IPOs, asset sales, takeover targets in busy quarter

Key highlights from Caledonia’s June quarter update, where the fund manager discussed its high-conviction stock picks such as Just Eat Takeaway.com and Genius Sports, plus how the company is taking advantage of initial public offering opportunities on the horizon. 

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August 1st, 2021