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 More
August 1st, 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 More
July 28th, 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 More
July 27th, 2021
 

CIO Insights - 26 July

Jargon free insights from our Chief Investment Officer. In today's update Rory shares key takeaways from Magellan's Annual Letter to investors.

Read More
July 26th, 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 More
July 19th, 2021
 

CIO Insights - 19 July

Jargon free insights from our Chief Investment Officer. In today's update Rory explains why our fund manager's stop loss policies are our stop loss policy. 

Read More
July 19th, 2021
 

Victor Chang: Discovery of live-saving heart attack treatment

New research out of Victor Chang brings treatment for Australia’s biggest killer a step closer, this exciting discovery could lead to new preventative treatments for atherosclerosis and coronary artery disease.

Read More
July 16th, 2021
 

Blake Henricks: One of the most compelling stocks on the ASX

Firetrail's Blake Henricks shares one of the most compelling opportunities on the ASX today explaining why this business presents a compelling investment opportunity with the potential to unlock shareholder value.

Read More
July 16th, 2021
 

Ausbiz: Jun Bei's six lockdown stocks

Jun Bei Liu shares the investment case for six stocks that have been impacted by the recent lockdowns and opportunities in the reopening trade for sectors such as retail, travel, and the housing market.

Read More
July 13th, 2021
 

TDM: ‘What we need to believe’ for an investment thesis

Insight into how the TDM Growth team think about generational businesses and building a thesis for 10+ year investment opportunities, in particular how they apply their “what do you need to believe” thinking, using Peloton as a case study.

Read More
July 13th, 2021
 

Is ESG a Fad? AFI Podcast with Paradice

Paradice Investment Management's Nick Varcoe discussed ESG investing in an episode of The Alpha Females Invest podcast and explained some of the frameworks and tools the fund manager uses to integrate socially responsible investing within the business.

Read More
July 13th, 2021
 

Podcast: Julia Meng, Paradice Investment

Paradice portfolio manager Julia Weng shares how a stint in managing two of her own artisan bakeries made her a better analyst and portfolio manager and explains Paradice’s investment process.

Read More
July 2nd, 2021
 

TDM's Scaling Up Podcast: Season 4

Season 4 of TDM’s podcast, Scaling Up has just wrapped with another six fantastic episodes. Listen to in depth conversations with some of the world’s leading entrepreneurs about the lessons they’ve learnt while scaling their businesses. 

Read More
June 30th, 2021
 

Defining the path of a successful investor

Peter Cooper joined David Clark on the Inside the Rope Podcast to discuss a variety of topics including the big influences in his investment career, Cooper Investor’s investment philosophy for long-term returns and what it takes to be a successful investor.

Read More
June 30th, 2021
 

CIO Insights - 28 June

Jargon free insights from our Chief Investment Officer. In today's piece Rory looks at how COVID-19 will have a lasting impact on the way we live and how our portfolio companies are set to benefit.

Read More
June 28th, 2021
 

Paradice funds chase emerging markets growth

Learn about Paradice’s emerging markets investment strategy which focusses on marco thematics, isolating domestic demand opportunities and the rationale behind why more than a third of the portfolio is weighted towards China.

Read More
June 25th, 2021
 

Munro Partner's Capital Preservation Series - Shorting

In the latest episode of Munro Partner’s Capital Preservation Education series, Nick Griffin explains the fund manager’s shorting philosophy, how the team selects a single stock short and some of the climate secular short opportunities.

Read More
June 23rd, 2021
 

Invest like the Best Podcast: Howard Marks

Previous Conference speaker, Howard Marks of Oaktree Capital joined the Invest like the Best podcast where Howard shared his most evergreen idea, reflections on value investing, experience versus theory and much more. 

Read More
June 22nd, 2021
 

CIO Insights - 21 June

Jargon free insights from our Chief Investment Officer. In today's piece Rory answers a shareholder question and talks about investment opportunities generally, and the X-factor that HM1 has with our conference portfolio timeframe.

Read More
June 21st, 2021
 

Rules of Investing Podcast: Emma Fisher, Airlie

Emma Fisher from Airlie Funds Management was the latest guest on Livewire’s Rules of Investing podcast. Emma discussed her first investment, why retailers are being underestimated and why you can’t be successful by sticking with consensus. 

Read More
June 11th, 2021
 

Q&A with Jun Bei Liu, Tribeca

Conference Manager Jun Bei Liu shares the moments in her career that shaped the investor that she is today in a Q&A with Livewire. She also shares three promising stocks for the coming year.

Read More
June 10th, 2021
 

Perfect economic conditions for healthcare to thrive

Jun Bei Liu of Tribeca comments on the opportunities and innovation present in the healthcare sector on the back of cultural changes and trends accelerated by the pandemic, naming CSL and Fisher & Paykel Healthcare as stocks to watch.

Read More
June 8th, 2021
 

David Wright: Formula for future returns

David Wright spoke with Livewire, in this interview David shares countless insights that he has learnt throughout his career, and shares what he believes will be key to portfolio returns in the future.

Read More
June 1st, 2021
 

CIO Insights - 31 May

Investor insights from Hearts and Minds Investments' Chief Investment Officer. In this update Rory writes about “Macro vs Micro”; the impact both styles can have on markets, and how individual share prices can easily get distorted in the short term.

Read More
May 31st, 2021
 

On the Couch Podcast: Nick Griffin

Nick Griffin of Munro Partners was on the latest episode of the On the Couch podcast. They discuss a variety of topics including capital preservation, what it means to be a ‘Munro Bagger’ and some of Nick’s favourite climate and high-performance computing companies.

Read More
May 28th, 2021
 

Commsec Executive Series: Robert Luciano

VGI Partners' Robert Luciano discusses growth in the e-commerce space, opportunities in the technology sector - in particular 5G, inflation and the importance of downside protection with Tom Piotrowski on CommSec Executive Series. 

Read More
May 26th, 2021
 

Former Fed governor Kevin Warsh says government officials should be wary of market calm

Read the coverage of Magellan's latest In the Know Podcast with Hamish Douglass and former Fed governor Kevin Warsh.

Read More
May 25th, 2021
 

In the Know Podcast: Kevin Warsh

Hamish Douglass is joined by former member of the Federal Reserve Board of Governors Kevin Warsh on In the Know. They discuss navigating the US through the global financial crisis, the role of central banks in controlling inflation and his outlook on the current global economic landscape.

Read More
May 25th, 2021
 

CIO Insights - 24 May

Investor insights from Hearts and Minds Investments' Chief Investment Officer. In this update Rory discusses inflation - the main causes for concern, the possible effects as well as deflation. 

Read More
May 24th, 2021
 

INBrief: Qiao Ma

Qiao Ma talks to INBrief about Cooper Investor’s investment philosophy and experience in Asian Capital markets, megatrends reshaping global markets and some high conviction ideas, including her Conference pick Shenzhou International. 

Read More
May 21st, 2021