The INside Network: David Moberley

David Moberley discusses the Paradice Long Short Australian Equities Fund, including the 130/30 investment style, portfolio positioning and the current market opportunities and risks.

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February 23rd, 2021
 

Nick Griffin: Finding the next generation winnners

Conference Fund Manager, Nick Griffin Co-Founder of Munro Partners talks with Livewire about uncovering the next generation of internet winners.

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February 16th, 2021
 

Equity Mates: Emma Fisher

Two-time Conference Fund Manager, Emma Fisher from Airlie Funds Management, recently chatted to Equity Mates and answered a range of investing questions, including her current views on the markets and personal investment strategy.

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February 11th, 2021
 

ABC The Business: Hamish Douglass

Core Fund Manager, Hamish Douglass talks with Alicia Barry on ABC's The Business about his investment strategy in a COVID world.

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February 4th, 2021
 

Magellan's Douglass sticks with China tech

Magellan Financial group, manager of a $15 billion global equities strategy, has raised its risk rating on Chinese tech stocks but says they are still fundamentally undervalued.

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January 15th, 2021
 

Podcast: Paradice's key to unlocking small caps

Core Fund Manager, David Paradice discusses his investment journey, crucial lessons he's learnt and how he once enjoyed a laugh with the Queen of England!

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December 29th, 2020
 

Equity Mates: Qiao Ma, Cooper Investors

Qiao Ma from Cooper Investors chats with our friends at Equity Mates about her first investment, Cooper Investors' investment philosophy and the investment thesis behind her conference pitch.

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December 10th, 2020
 

Equity Mates: Hamish Corlett, TDM Growth Partners

In this episode of Equity Mates hear from Core and Conference Manager Hamish Corlett, Co-Founder of TDM Growth Partners. The guys cover a lot in this episode, be sure to take a listen!

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December 7th, 2020
 

Scaling Up: Hamish Douglass

In this episode of TDM's Scaling Up podcast you'll hear from Hamish Douglass on the power of compounding and how he scaled Magellan from humble beginnings to now an ASX 100 listed company.

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December 3rd, 2020
 

Equity Mates x HM1

We've done a series of interviews with our Fund Managers on Equity Mates, the number one finance and investing podcast. For easy listening, all of our episodes are here in one place.

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November 30th, 2020
 

Rules of Investing: Jun Bei Liu, Tribeca

In this podcast, Jun Bei Liu discusses the re-opening trade and how to get exposure to it and how the ‘barbell’ approach helps to maximise returns while managing risk.

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November 20th, 2020
 

Personality the key in picking winning stocks: Qiao Ma

Qiao Ma says her stock pitch for the Sohn Hearts & Minds Conference on Friday belongs to an industry that will “make people cringe”. That isn’t deliberate but it will prove her point that management trumps all else.

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November 8th, 2020
 

The star stock pickers with a social purpose

Hamish Corlett, Founder of TDM Growth Partners discusses TDM's commitment to helping support Australian charities including the win-win nature of Hearts & Minds and why he's proud to be involved.

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November 7th, 2020
 

Equity Mates: Nick Griffin

Nick Griffin of Munro Partners join the Equity Mates Podcast to talk about Nick's investment management style and process, why he loves being involved with Hearts and Minds and what goes into preparing his Conference pitch.

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November 5th, 2020
 

Two good reasons to consider going short in Aussie equities

David Moberley of Paradice discusses how he seeks to combat the concentration found in Aussie equities by adding short selling to his toolbox. David shares his ‘four bucket’ strategy to identifying a company to short, and details the pros and cons of this investment approach.

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November 2nd, 2020
 

Why investors need to recalibrate their thinking

Robert Luciano of VGI Partners talks to Livewire about why investors need to recalibrate their thinking and shares his approach to finding quality companies.

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October 29th, 2020
 

ARK Invest: Bad Ideas Investors Should Avoid

Cathie Wood of ARK Invest, known for her focus on innovation and disruptive technologies, publishes an annual report highlighting the latest developments in innovation for the coming year. Read five “bad ideas” that investors should be aware of.

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October 27th, 2020
 

US election a win-win for equities

Overall, the outlook for equities looks very attractive regardless of who controls the White House writes Jun Bei Liu of Tribeca Investment Partners. Read her thoughts on why the US election is a win-win for equities.

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October 25th, 2020
 

Equity Mates: Rory Lucas

Our CIO Rory Lucas recently sat down with the Equity Mates Podcast to talk all things Hearts and Minds. 

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October 22nd, 2020
 

Paradice: You don't get many opportunities like this

David Moberly of Paradice Investment Management talks to Livewire about investing with a COVID-19 vaccine and some of the sectors to benefit from a positive development.

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October 14th, 2020
 

The Memo: Howard Marks Podcast

Howard Marks of Oaktree has launched his podcast The Memo. On the podcast, Marks narrates his widely read memos - a reflection on the investment landscape and general business insights.

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October 13th, 2020
 

Inside the Rope: Dr Craig Collie, Regal

Dr Craig Collie of Regal Funds Management joins David Clark on the Inside the Rope Podcast to discuss his career to date, COVID-19 and in particular the process behind developing a vaccine and the associated economic outcomes of being successful in doing so.

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October 13th, 2020
 

Commsec Executive Series: Jun Bei Liu

Jun Bei Liu of Tribeca Investment Partner spoke with CommSec’s Tom Piotrowski about her year-end outlook for the Australian economy and share market.

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September 30th, 2020
 

Podcast: In the Know by Magellan | Episode 2

In episode two of Magellan’s In the Know Podcast, Hamish Douglass chats to Kevin Johnson, Starbucks President & CEO about a range of topics.

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September 29th, 2020
 

The unsung heroes of Qiao Ma’s portfolio

Qiao Ma, Portfolio Manager at Cooper Investors, talks to Livewire about investing in Asia and hunting for the 'next big thing'.

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September 22nd, 2020
 

Hamish Douglass: Global Opportunities amid COVID-19

Hamish Douglass discusses global opportunities amid COVID-19, the US presidential election and the biggest risks to stock selection. Watch the interview.

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September 21st, 2020
 

Hamish Douglass: Strategies for smart investing

Hamish Douglass of Magellan, speaks with Morgans about a range of topics including the likelihood of inflation returning and the importance of valuation, compounding and people, plus much more.

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September 20th, 2020
 

Commsec Executive Series: Paul Rayson (HM1)

CEO Paul Rayson discusses our unique model on CommSec's Executive Series, highlighting our strong performance, support of Australian medical research, and our upcoming virtual conference on Nov 13.

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September 18th, 2020
 

Ark Invest’s Cathie Wood vindicated by revved-up Tesla

A little under a year ago, Cathie Wood named Tesla as her top stock pick for 2020 at the Sohn Hearts & Minds Conference. She pitched her bearish case, stating the stock price would double by 2024. It hit that milestone less than three months later.

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September 16th, 2020
 

Ackman to headline as Sohn goes virtual

Legendary investor Bill Ackman will headline the 2020 Sohn Hearts & Minds Conference this year in a major coup for the event that has raised more than $20m for medical research since its inception in 2016.

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September 16th, 2020