Key themes to shape the coming reporting season

Previous Conference Manager Jun Bei Liu of Tribeca Investment Partners explores some of the dominant themes shaping the upcoming reporting season.

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July 31st, 2022
 

Munro Partners: Advanced Micro Devices

Munro Partners shares their thoughts on a company they believe has a very sustainable earnings growth trajectory ahead due to the beginning of a new era within the high performance computing sector.

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July 28th, 2022
 

TDM: 15 lessons business leaders can learn from high performing sportspeople

Core Fund Manager TDM Growth Partners recently held a panel tackling what fast growing companies can learn from high performance sporting teams.

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July 27th, 2022
 

The Memo: I Beg to Differ

Howard Marks, Co-Founder of Oaktree Capital, argues in his latest memo that investors must depart from the pack in order to earn above average returns, even if this carries with it risk of being incorrect.

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July 26th, 2022
 

CIO Insights: Disruption and Transition in the Cycle

Jargon free investment insights from our Chief Investment Officer. Today's update looks at disruption and transition in the market cycle.

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July 25th, 2022
 

Cota Capital: Founders in 15

Founders in 15, presented by Cota Capital, is an insightful and thought-provoking 15-minute interview series with founders on their entrepreneurial journeys and what they had to overcome to become leaders in their respective fields.

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July 25th, 2022
 

Munro Partners: 2022 Annual

Munro Partners have released their 2022 Annual where Chief Investment Officer, Nick Griffin addresses the current bear market and why it is an unfortunate, but necessary part of the market cycle.

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July 22nd, 2022
 

Magellan: 2022 InReview

Access Magellan’s 2022 InReview to gain insights into how the events dominating global economies and markets in the coming 12 months are affecting investment decisions now.

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July 21st, 2022
 

Airlie Funds Management: Mineral Resources

Airlie Funds Management share their view on why Mineral Resources’ (‘MIN’) unique business model is the driving force behind its ability to consistently deliver high returns on its invested capital.

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July 21st, 2022
 

Remarkable Demo Day 2022: Disability-tech accelerator

Remarkable, Australia’s first disability-tech accelerator made possible by Cerebral Palsy Alliance, has released a video sharing the innovative products developed by the 2022 cohort.

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July 21st, 2022
 

Between Meetings with Matt Heine: David Wright

David Wright, HM1 Investment Committee Chairman and CEO of Zenith Investment Partners, speaks to how the finance industry has evolved over the span of his 30-year career.

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July 19th, 2022
 

Airlie Funds Management: Why you don't need to study finance

Emma Fisher of Airlie Funds Management discusses how she got into investing and why a Finance degree is not necessary to become a successful player in the field.

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July 15th, 2022
 

Recession, rates, risking risks: The rationale for remaining positive

Tim Carleton, Co-Founder of Auscap Asset Management, breaks down the root causes behind the current global spike in inflation and why investors should remain optimistic.

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July 13th, 2022
 

Black Dog: Space 22

Black Dog Institute’s art-based researcher Professor Katherine Boydell is starring in an ABC documentary series, Space 22, hosted by Natalie Bassingthwaighte. The series follows those with lived experience of mental ill health.

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July 11th, 2022
 

Jun Bei Liu: Meet the Australian $1bn fund manager

Jun Bei Liu of Tribeca Investment Partners recalls her first encounter with the stock market as a teenager in Shanghai and how it has shaped her to become a lead portfolio manager.

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July 10th, 2022
 

VCCRI: Could Australia's deadliest spider save your life after a heart attack?

Victor Chang Cardiac Research Institute Professors Peter Macdonald and Bob Graham believe so.

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July 1st, 2022