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
CIO Insights - 27 September
Jargon free insights from our Chief Investment Officer. In today's update Rory shares just how integral our core fund managers are and introduces two new beneficiaries.
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 23rd, 2021
Partnership with Swinburne & Cooper Investors
Swinburne has signed a transformational $1 million agreement with Hearts and Minds Investments Ltd and Cooper Investors supporting vital mental health medical research.
Read MoreSeptember 23rd, 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 20th, 2021
CIO Insights - 20 September
Jargon free insights from our Chief Investment Officer. In today's update Rory explains how we manage our Conference Portfolio.
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 30th, 2021
CIO Insights - 30 August
Jargon free insights from our Chief Investment Officer. In today's update Rory discusses the HM1 Annual Report and key portfolio holdings.
Read MoreAugust 30th, 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 23rd, 2021
CIO Insights - 23 Aug
Jargon free insights from our Chief Investment Officer. In today's update Rory discusses the ongoing uncertainty in China and how Conference recommendation Treasury Wines has faired.
Read MoreAugust 23rd, 2021
August 19th, 2021
The Florey: Innovative new approach for Parkinson’s disease
Florey researchers have partnered with engineers from ANU to develop and study a new type of hydrogel that could radically transform a novel stem cell treatment for Parkinson’s disease.
Read MoreAugust 19th, 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 16th, 2021
CIO Insights - 16 August
Jargon free insights from our Chief Investment Officer. In today's update Rory discusses the changing investment landscape in China and shares an update from the Black Dog Institute.
Read MoreAugust 16th, 2021
August 10th, 2021
Podcast: Minding Your Mind
Prof Ian Hickie, of the Brain and Mind Centre has launched a podcast, Minding Your Mind, to explore all aspects of mental health; the different types of mental health issues we can experience, their causes, how they affect us, and what we can do to get help and find solutions.
Read MoreAugust 10th, 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 3rd, 2021
Australian breakthrough to stop heart arteries from clogging
Victor Chang scientist has led landmark research that has the potential to stop arteries of the heart from becoming clogged by targeting a particular gene.
Read MoreAugust 3rd, 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 26th, 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 MoreJuly 26th, 2021