October 18th, 2021
Hamish Douglass: Another stock headed for the trillion-dollar club
This Livewire article recaps the Magellan CIO, Hamish Douglass’s latest webinar, where he delivered some new insights while reiterating others – including his unapologetic approach to conserving capital and his Alibaba mea culpa.
Read MoreOctober 18th, 2021
October 17th, 2021
Don’t follow the herd into the market abyss
In this AFR article, previous Conference Fund Manager, Jun Bei Liu discusses the sharemarket and finding incredible investment opportunities in contrarian ideas.
Read MoreOctober 17th, 2021
October 15th, 2021
Ausbiz: Paradice's portfolio picks for a pullback
Paradice Investment's David Moberley spoke to ausbiz about positioning the fund's portfolio during periods of volatility, focusing on companies that have excellent management teams, strong balance sheets and that are trading at attractive valuations.
Read MoreOctober 15th, 2021
October 14th, 2021
Capital Allocators Podcast - Hamish Corlett
In this must-listen episode of The Capital Allocators podcast, Conference Fund Manager Hamish Corlett sat down with Ethan Berman to discuss the TDM Growth Partner story and how the firm grew from $1m FUM to over $2b today.
Read MoreOctober 14th, 2021
October 13th, 2021
Three stocks that give targeted exposure to a decarbonised world
Tribeca Investment Partners’ Tribeca Global Natural Resources (ASX: TGF) fund was featured in an article on nabtrade that shared three stocks offering investors exposure to decarbonisation.
Read MoreOctober 13th, 2021
October 13th, 2021
Charlie Munger to headline Sohn Hearts & Minds 2021
Legendary investor Charlie Munger to headline Sohn Hearts & Minds 2021 conference.
Read MoreOctober 13th, 2021
October 13th, 2021
Charlie Munger’s magic is in what he doesn’t do
Charlie Munger, who will headline this year’s Sohn Hearts & Minds Conference, places one quality above all else: patience.
Read MoreOctober 13th, 2021
October 13th, 2021
How Warren Buffett’s trusted man Charlie Munger was won over
Charlie Munger, Warren Buffett's trusted man, to headline Sohn Hearts & Minds 2021 Conference.
Read MoreOctober 13th, 2021
October 13th, 2021
Charlie Munger makes the cut for annual Sohn Hearts & Minds stockpicking conference
Charlie Munger, American billionaire investor and vice-chairman of Berkshire Hathaway to headline Sohn Hearts & Minds Conference.
Read MoreOctober 13th, 2021
October 1st, 2021
Ray Dalio's 6 crucial themes for the next few years
When former Conference keynote presenter Ray Dalio, speaks, investors listen, especially when the world can't seem to decide what sort of year it's having. Learn about the six themes Dalio thinks will dominate the next few years.
Read MoreOctober 1st, 2021
October 1st, 2021
Two big Aussie themes and 4 stocks on Regal's radar
In this Livewire article, learn key insights from Regal and the fund's positioning, including two big Aussie themes and four stocks on Regal’s radar.
Read MoreOctober 1st, 2021
September 27th, 2021
In the Know Podcast: Building a world with a little more Yum!
In a new episode of Magellan’s In The Know Podcast, Hamish Douglass spoke to fast food company Yum! (NYSE: YUM) CEO David Gibbs about the brand’s 51,000 restaurants and how they managed the global shutdown.
Read MoreSeptember 27th, 2021
September 27th, 2021
Equity Mates: A crash course on large cap investments
Paradice's Julia Weng spoke with Equity Mates on Ausbiz about the fund manager’s large-cap investment portfolio, how to integrate ESG into your investments and her equities outlook for FY2022.
Read MoreSeptember 27th, 2021
September 21st, 2021
Ausbiz: Jun Bei Liu on three stocks to buy in a sell-off
Tribeca’ Jun Bei Liu discusses her market outlook post reporting season and looks towards the recovery and reopening plays, sharing a handful of stocks that she’s buying at cheap multiples.
Read MoreSeptember 21st, 2021
September 20th, 2021
David Paradice on a winner with uranium stocks but China tech crackdown takes a toll
Small and emerging uranium-focused mining companies have surged in value this year. Learn how Paradice has taken advantage of the sector opportunities.
Read MoreSeptember 20th, 2021
September 16th, 2021
4 ways to reduce your risk and pick outstanding companies
Airlie's Emma Fisher discusses four ways to reduce risk and shares outstanding companies to create long term wealth.
Read MoreSeptember 16th, 2021
September 15th, 2021
Stock Story: Hello Fresh
Nick Griffin of Munro Partners provides an update on HelloFresh, his 2020 Sohn Hearts & Minds Conference Recommendation. He shares why he still stands with the stock.
Read MoreSeptember 15th, 2021
September 9th, 2021
The Business: Market outlook in uncertain times
Conference Fund Manager, Emma Fisher of Airlie Funds Management speaks with Alicia Barry on ABC’s The Business about Airlie’s market outlook and finding value in times of risk and uncertainty.
Read MoreSeptember 9th, 2021
September 7th, 2021
Ausbiz: Jun Bei Liu's basket of stocks to pick up on low multiples
Tribeca Investment Partners’ Jun Bei Liu spoke with with Ausbiz about how a market sell-off provides opportunities and the three stocks she would be buying in a sell off.
Read MoreSeptember 7th, 2021
September 6th, 2021
Inside the Rope Podcast: Hamish Douglass, Magellan
Hamish Douglass, Magellan Chairman and CIO, joins David Clark on the Inside The Rope podcast. Hamish references some of the world's greatest investors and discusses the impact these legends have had on his own approach to investing.
Read MoreSeptember 6th, 2021
September 1st, 2021
Munro Partners on climate change
Munro's James Tsinidis talks to the AFR about how the three tailwinds of Companies, Governments and Countries are converging for the race to net zero, stating climate change is "the biggest investment opportunity since the internet".
Read MoreSeptember 1st, 2021
August 31st, 2021
In the Know Podcast: Riding America's Connectivity Wave
On the In The Know podcast, Hamish Douglass spoke to Jay Brown, CEO of Crown Castle, America’s largest provider of communications infrastructure. They discuss expansion, the risks and opportunities in new communications technology and Crown Castle’s unique business model.
Read MoreAugust 31st, 2021
August 31st, 2021
TDM Growth: How we think about valuation
In a fun four-minute video, Core Manager TDM Growth Partners
explains how they think about valuation when investing in public and private companies and give some insight into how they look at compounding capital at high rates of return and 'fair value'.
Read MoreAugust 31st, 2021
August 29th, 2021
Jun Bei Liu shares key learnings from reporting season
In this AFR article, Jun Bei Liu shares her learnings from the latest reporting season, asking "what are we actually paying for those blue chip COVID-19 winners"?.
Read MoreAugust 29th, 2021
August 18th, 2021
The duopoly player in Australia's most attractive domain
In this Livewire article, Jun Bei Liu explores the compelling duopoly in one of Australia's favourite sectors: Property.
Read MoreAugust 18th, 2021
August 10th, 2021
Inside the Rope Podcast: Emma Fisher, Airlie
Emma Fisher of Airlie Funds Management speaks with David Clark on Inside the Rope podcast. The discussed Emma’s investment journey, key influencers in her career and some of her best winners, and losers.
Read MoreAugust 10th, 2021
August 1st, 2021
Caledonia rustles up IPOs, asset sales, takeover targets in busy quarter
Key highlights from Caledonia’s June quarter update, where the fund manager discussed its high-conviction stock picks such as Just Eat Takeaway.com and Genius Sports, plus how the company is taking advantage of initial public offering opportunities on the horizon.
Read MoreAugust 1st, 2021
July 28th, 2021
Emma Fisher: A (mostly) good news story
Emma Fisher tells a (mostly) good news story as she reflects on the last 12 months outlining three risks currently facing the market. Plus, some observations from her recent travels and the stocks to play them.
Read MoreJuly 28th, 2021
July 27th, 2021
Emmer Fisher In Conversation with Rob Scott
Airlie's Portfolio Manager, Emma Fisher speaks with CEO of Wesfarmers, Rob Scott to discuss his first decisions in charge, what he looks for in acquisitions and why he made 'entrepreneurial spirit' a Wesfarmers value.
Read MoreJuly 27th, 2021
July 19th, 2021
AFR: How Rich Lister Peter Cooper’s ‘next gen’ is picking winners
Cooper Investor’s Global Team leaders share the unique origins and performance of their Family and Founders Fund, which is focussed on companies that have families and founders with significant ‘soul in the game’.
Read MoreJuly 19th, 2021