Value as at close of business on 12 April 2024
Price delay - 20mins
Phil King, Chief Investment Officer of Regal Funds, believes certain areas of the ASX are priced at their most attractive levels in years, identifying the resources sector as a great investment.
Munro Partners' Chief Investment Officer, Nick Griffin recently spoke at The Inside Network's Growth Symposium - check out the recap here.
Munro Partners' Chief Investment Officer, Nick Griffin says when it comes to AI and other tech, the true winners are the 'weapons manufacturers in this war', the semi-conductor companies.
TDM Growth Partners (Core Fund Manager) share their insights into Scale Economies Shared—a strategy where a company who benefits from ‘economies of scale’ shares those benefits with its customers.
The long-term approach of Carsales (2022 Conference stock pick) and its CEO Cameron McIntyre has delivered big gains for investors. He reveals his secret to staying strategic.
Nick Griffin (Core and Conference Fund Manager) of Munro Partners shares the six characteristics he looks for in a growth company, and the three major themes he’s most excited about.
Bob Desmond, Head of Claremont Global and Conference Fund Manager recently appeared on ausbiz to discuss the current banking crisis.
Tribeca’s Alpha Plus Fund Manager, Jun Bei Liu, spoke with ABC News about the stability of the Australian financial market in the midst of the Silicone Valley Bank crisis.
Tribeca’s Jun Bei Liu says China’s reopening is only getting started, and names five ASX stocks set to benefit.
Fearlessness, resilience and plain hard work: How Jun Bei Liu became the $1.2 billion portfolio manager she is today.
Ed Cowan from TDM Growth Partners (Core Fund Manager) joins the Business Breakdowns Podcast to discuss the world’s fastest growing sports league, The Indian Premier League.
Listen to the latest episode of Invest in the Journey, hosted by our Core Fund Manager, Munro Partners as they take a closer look at the stock story of Liberty Media – the company that owns Formula One today.
Bob Desmond, Head of Claremont Global and Conference Fund Manager, appeared on a recent episode of the UnPACing Alpha Podcast to discuss his strategy for running concentrated portfolios.
Tim Carleton, Founder of Auscap Asset Management shares more insights into his 2022 Conference stock pick Carsales.com, and why he believes it has the potential to dominate the tech industry in 2023.
Equity Mates are joined by Head of Claremont Global Bob Desmond to discuss his 2022 conference pick, Nike. In the episode Bob unpacks the key metrics, the bull case and the bear case for Nike.
Core Fund Manager, TDM Growth Partners joins Equity Mates to discuss Block, breaking down the complex business and the investment case.
Loathed by motorists, but loved by investors. Transurban came under focus when Catherine Allfrey nominated the roads operator as her top pick at the recent Sohn Hearts & Minds Conference.
On a recent episode of the Invest in the Journey Podcast, Munro Partners’ Co-Founders Nick Griffin and Ronnie Calvert talk through the highs and lows experienced throughout 2022, as well as the year ahead.
HM1 Director, and Director of For Purpose Investments Michael Traill AM recently joined the 2Fold: Investing for Impact Podcast where he discussed opportunities for businesses and the not-for-profit sector to work together.
Get to know new Conference Manager and Head of Claremont Global, Bob Desmond with this recent episode of Livewire’s The Rules of Investing podcast.
Tim Carleton of Auscap Asset Management delves into five of Auscap’s current holdings and breaks down the specific developments occurring within those companies.
Jun Bei Liu of Tribeca Investment Partners discusses long-short investing strategy, market volatility and the sectors she believes will see growth in the next 12 months.
In an article with AFR, James Miller of Firetrail Investments and 2022 Conference Manager goes into the US equity market correction and the stocks he’s looking to snatch up as well as steer clear of.
Energy is a standout theme for Phil King, Chief Investment Officer of Regal Funds Management, who believes demand for natural resources will remain strong for years to come.
Matt Berriman, founder of RealVC and ‘The Business of Sport’ panellist at 2022 Sohn Hearts & Minds Conference discusses his entrepreneurial learnings and the parallels between sports and business.
Airlie Funds Management held their National Roadshow where Portfolio Manager Emma Fisher discussed the pockets of value to be found in the market that investors often miss.
Emma Fisher, previous Conference Manager and Portfolio Manager at Airlie Funds Management shares why it’s time to get ‘uncomfortable’ on Aussie stocks and go against the dominant market narrative.
Jun Bei Liu of Tribeca Investment Partners discusses her overall impression of company earnings off the back of the recent reporting season and why looking ahead, corporates seem to be in good shape.
Debuting at this year's Conference, Head of Claremont Global Bob Desmond talks about the investment opportunities presented by the current market volatility.
Bill Browder, one of Putin's fiercest critics, the founder of Hermitage Capital and the man behind the Magnitsky Law, will headline this year's Sohn Hearts & Minds investor conference.
