February 23rd, 2021
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.
Read MoreFebruary 23rd, 2021
February 22nd, 2021
Talk Ya Book: Jun Bei Liu
Conference Manager, Jun Bei Liu talks to Chris Judd about her 2020 investment recommendation, Treasury Wine Estate and how she sees it three months on.
Read MoreFebruary 22nd, 2021
February 16th, 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.
Read MoreFebruary 16th, 2021
February 11th, 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.
Read MoreFebruary 11th, 2021
February 4th, 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.
Read MoreFebruary 4th, 2021
January 15th, 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.
Read MoreJanuary 15th, 2021
December 29th, 2020
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!
Read MoreDecember 29th, 2020
December 10th, 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.
Read MoreDecember 10th, 2020
December 7th, 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!
Read MoreDecember 7th, 2020
December 3rd, 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.
Read MoreDecember 3rd, 2020
November 30th, 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.
Read MoreNovember 30th, 2020
November 20th, 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.
Read MoreNovember 20th, 2020
November 8th, 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.
Read MoreNovember 8th, 2020
November 7th, 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.
Read MoreNovember 7th, 2020
November 5th, 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.
Read MoreNovember 5th, 2020
November 2nd, 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.
Read MoreNovember 2nd, 2020
October 29th, 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.
Read MoreOctober 29th, 2020
October 27th, 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.
Read MoreOctober 27th, 2020
October 25th, 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.
Read MoreOctober 25th, 2020
October 22nd, 2020
Equity Mates: Rory Lucas
Our CIO Rory Lucas recently sat down with the Equity Mates Podcast to talk all things Hearts and Minds.
Read MoreOctober 22nd, 2020
October 14th, 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.
Read MoreOctober 14th, 2020
October 13th, 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.
Read MoreOctober 13th, 2020
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.
Read MoreOctober 13th, 2020
September 30th, 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.
Read MoreSeptember 30th, 2020
September 29th, 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.
Read MoreSeptember 29th, 2020
September 22nd, 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'.
Read MoreSeptember 22nd, 2020
September 21st, 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.
Read MoreSeptember 21st, 2020
September 20th, 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.
Read MoreSeptember 20th, 2020
September 18th, 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.
Read MoreSeptember 18th, 2020
September 16th, 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.
Read MoreSeptember 16th, 2020