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.

Keynote speaker Bill Browder is the former Hermitage Capital hedge fund manager who has lobbied governments to black-list senior Russian officials attempting to shift their assets offshore.

Bill Browder, who is viewed as a key enemy of Russia’s government will address Australian investors on the war in Ukraine at this year’s Sohn Hearts & Minds conference.

Emma Fisher talks about market cycles and why her outlook on the roll-off from peak inflation is uncharacteristically pessimistic.

Chief Investment Officer of Munro Partners Nick Griffin believes there are three important factors that must be considered in determining whether market bottom has been reached.

2022 Conference Fund Manager Tim Carleton of Auscap Asset Management explains why Nick Scali ('NCK') is one of the highest conviction stocks in his portfolio.

Howard Marks shares his thoughts on how investors should think about risk as he balances the arguments for and against taking a defensive approach.

Jun Bei Liu of Tribeca Investment Partners discusses her 2020 Sohn Hearts & Minds Conference pick Treasury Wine (‘TWE’) and her broader outlook for the company and its sector.

Chief Investment Officer of Munro Partners and 2022 Conference Fund Manager Nick Griffin speaks about his investment philosophy, Munro's Areas of Interest and the impact of geopolitical tensions.

Munro Partners’ Responsible Investment Manager Mike Harut and Partner, Portfolio Manager and Climate Co-Lead James Tsinidis discuss investment tailwinds created by the US Inflation Reduction Act.

Co-Founder and CEO of Rent the Runway (‘RENT’) Jennifer Hyman shares the scaling challenges of creating a closet in the cloud for over 2.5 million American women.

Jeremy Gibson, Partner and Portfolio Manager at Munro Partners, delves into where the portfolio is currently positioned in addition to his outlook for the months and years ahead.

Previous Conference Manager Jun Bei Liu of Tribeca Investment Partners explores some of the dominant themes shaping the upcoming reporting season.

Munro Partners shares their thoughts on a company they believe has a very sustainable earnings growth trajectory ahead due to the beginning of a new era within the high performance computing sector.

Core Fund Manager TDM Growth Partners recently held a panel tackling what fast growing companies can learn from high performance sporting teams.

Howard Marks, Co-Founder of Oaktree Capital, argues in his latest memo that investors must depart from the pack in order to earn above average returns, even if this carries with it risk of being incorrect.

Founders in 15, presented by Cota Capital, is an insightful and thought-provoking 15-minute interview series with founders on their entrepreneurial journeys and what they had to overcome to become leaders in their respective fields.

Munro Partners have released their 2022 Annual where Chief Investment Officer, Nick Griffin addresses the current bear market and why it is an unfortunate, but necessary part of the market cycle.

Access Magellan’s 2022 InReview to gain insights into how the events dominating global economies and markets in the coming 12 months are affecting investment decisions now.

Airlie Funds Management share their view on why Mineral Resources’ (‘MIN’) unique business model is the driving force behind its ability to consistently deliver high returns on its invested capital.

David Wright, HM1 Investment Committee Chairman and CEO of Zenith Investment Partners, speaks to how the finance industry has evolved over the span of his 30-year career.

Emma Fisher of Airlie Funds Management discusses how she got into investing and why a Finance degree is not necessary to become a successful player in the field.

Tim Carleton, Co-Founder of Auscap Asset Management, breaks down the root causes behind the current global spike in inflation and why investors should remain optimistic.

Jun Bei Liu of Tribeca Investment Partners recalls her first encounter with the stock market as a teenager in Shanghai and how it has shaped her to become a lead portfolio manager.

Magellan’s latest In the Know podcast episode covers the digital payments revolution with VISA Vice Chairman and CFO Vasant Prabhu.

TDM Manager, James Revell, dives deeply into the importance of values on effective scaling, and a helpful framework for companies to not only set, but refresh their values as and when needed.