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
 

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
 

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
 

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
 

In the Know: Payments Revolution (VISA)

Magellan’s latest In the Know podcast episode covers the digital payments revolution with VISA Vice Chairman and CFO Vasant Prabhu.

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June 27th, 2022
 

TDM: People and Culture Summit

TDM Manager, James Revell, dives deeply into the importance of values on effective scaling, and a helpful framework for companies to not only set, but refresh their values as and when needed.

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June 22nd, 2022
 

The Memo: Bull Market Rhymes

Howard Marks' latest memo explores recurring investment themes to contextualise the current market correction and the bull market that preceded it. 

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May 26th, 2022
 

Finding the Front Podcast: Peter Cooper

An in-depth conversation with Core Fund Manager Peter Cooper, on the Finding the Front podcast.

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May 19th, 2022
 

Identifying the next climate change leaders

In this edition of Livewire's Fund in Focus, Nick Griffin of Munro Partners delves into how they are tackling the investment opportunities within the decarbonisation space, a multi-trillion dollar challenge.

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May 5th, 2022
 

Inside the Rope: Phil King, Regal

Phil King joins David Clarke for a special episode of Inside the Rope, to celebrate 100 episodes. Panellists discuss some of the most challenging markets they have faced to date, as well as where they are seeing opportunities today.

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May 2nd, 2022
 

Munro Partners: The Next Big S Curve

Long-time Conference Fund Manager Nick Griffin of Munro Partners with Climate Co-Portfolio Manager James Tsinidis to discuss what they think is the next big S curve.

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April 27th, 2022
 

Business Breakdown Podcast: Block

Hamish Corlett of TDM joined the Business Breakdown podcast to help break down Block including what has enabled Block to organically build two major ecosystems in Square and Cash App and how the recent Afterpay acquisition can strengthen the businesses.

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April 6th, 2022
 

In the Know Podcast: War in Europe

Magellan's latest episode of In the Know shines a light on Russia's invasion of Ukraine, which has sent geopolitical and economic shockwaves around the globe, creating new risks to the investment outlook.

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March 25th, 2022
 

The Memo: The Pendulum in International Affairs

Howard Marks' recent memo looks at the Pendulum in International Affairs explaining why companies’ and countries’ behaviour may be swinging away from globalisation and toward onshoring.

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March 23rd, 2022
 

Invest in the Journey: Munro Partners

Munro Partners have launched their own podcast: Invest in the Journey. For their first episode, the three Founding Partners, Nick Griffin, John Spensley and Ronald Calvert share why they started Munro Partners.

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March 22nd, 2022
 

TDM: Where to from here?

TDM's Andy Simon breaks down their recent memo with Equity Mates, sharing TDM’s thoughts on the recent correction in growth companies, where to from here and why they are confident this is not “2000 all over again”. 

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March 3rd, 2022
 

Talk Ya Book: Nick Griffin, Munro Partners

Nick Griffin joined Chris Judd on Talk Ya Book where they discussed how Munro is betting on the “companies that are best positioned to champion and win” from decarbonisation.

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February 22nd, 2022
 

The Florey: What is 'Zoom Fatigue' and how to avoid it

The Florey has recently published new research that sheds light on the phenomenon of “zoom fatigue” – yes it’s a real thing! Listen to this podcast episode as Professor Bernhardt explains what it is and how to prevent it.

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February 20th, 2022
 

Equity Mates: Nick Griffin, Munro

Nick Griffin discusses the investing journey of the world reaching net zero. Nick explains how climate change is one of the biggest structural changes happening in the world today and some of the companies that they're looking at within the four sub-trends of climate.

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February 10th, 2022
 

On the Couch: Nick Griffin, Munro Partners

Munro Partners’ Nick Griffin and James Tsinidis join Henry Jennings on the On the Couch Podcast to discuss inflation rates, the Fed and decarbonisation as the next big structural change. 

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January 28th, 2022
 

In the Know: Prudence in Volatile Times

In the latest episode of the In the Know Podcast hear a panel discussion with senior members of Magellan’s investment team looking back at the extraordinary year of 2021, and towards the year ahead. 

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January 24th, 2022
 

Livewire: Jun Bei Liu's extraordinary journey

Former Conference Manager Jun Bei Liu is featured in an episode of Success and More Interesting Stuff. The episode explores how she worked her way up the ranks from humble beginnings to managing close to $1 billion for Tribeca.

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January 19th, 2022