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Value as at close of business on 25 October 2024

 

US Bank Run Has Slowed To A Walk, But Instability Remains

When Ravi Chopra reveals his stock pick at the prestigious Sohn Hearts & Minds conference at the Opera House in Sydney next month, it could well be a short bet on a US bank.

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October 23rd, 2023
 

Two small caps: Propel Funeral Services (ASX: PFP) and Clarity Pharmaceuticals (ASX: CU6)

Get to know our 2023 Conference Fund Manager Rikki Bannan of IFM Investors who recently featured on the Equity Mates Media podcast. 

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October 18th, 2023
 

Buy Hold Sell: 3 stalwart stocks (and 2 that no longer make the grade)

2022 Sohn Hearts & Minds Investment Leaders Conference Fund Managers - Catherine Allfrey and Anthony Aboud join Livewire Markets for a Buy Hold Sell episode. 

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October 17th, 2023
 

Munro Partners | Nick Griffin on how he finds global winners

In this episode, CIO Charlie Lanchester chats with Nick Griffin, the founding partner and CIO of Munro Partners, one of HM1's Core Fund Managers. 

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October 17th, 2023
 

How this hedge fund pulled off 2023’s ‘big short’

Last year, Ravi Chopra was travelling through Europe to shop his latest short idea to potential investors. “Financials are really all in the weeds,” he told The Australian Financial Review in an interview from New York. 

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October 16th, 2023
 

Beware the pitfalls of investing in healthcare, says IFM boss

“Healthcare is often viewed as a stable, defensive sector to invest in, but in small caps that hasn’t necessarily proven to be the case,” she says in an interview ahead of her appearance at the Sohn Hearts & Minds Conference 2023.

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October 10th, 2023
 

Brookfield Corporation

CEO Bruce Flatt alongside the management team are by far the largest shareholders and have taken Brookfield from a struggling conglomerate in the 1990s into an investment powerhouse with a value investing framework largely focused on real assets.

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October 5th, 2023
 

TDM Growth Partners | Understanding the 4 pillar framework underpinning a high conviction strategy

Listen to episode one with CIO Charlie Lanchester and TDM Growth Partners Investment Team Members Ed Cowan and Fraser Christie. 

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October 3rd, 2023
 

WA scientists win Hearts and Minds

We’re excited to announce that we have made our first donation to a beneficiary in Western Australia, Harry Perkins Institute of Medical Research. Read their media release here.

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October 3rd, 2023
 

Tribeca Investment Partners' Liu on Global Markets

Jun Bei Liu, Portfolio Manager at Tribeca Investment Partners recently appeared on Bloomberg to discuss her outlook and investment strategies for global markets ahead of China's golden week.

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September 25th, 2023
 

‘Volatility is opportunity’: why this manager loves shorting stocks

Angela Aldrich of Bayberry Capital Partners LP bet against Treasury Wine Estates at the top of the market and now she's preparing to make her next big call at this year's Sohn Hearts & Minds Conference.

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September 18th, 2023
 

Bob Desmond names his "forever" stock

Bob Desmond, Head of Claremont Global and Conference Fund Manager recently featured on Livewire Markets' 'The Rules of Investing' podcast to discuss quality growth and one stock he would love to own forever.

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September 15th, 2023
 

Top fund managers share 11 stock picks for the long term

After a dramatic earnings season, fund managers, including Jessica Farr-Jones of Regal Funds and Kieran Moore of Munro Partners (HM1 Core Fund Managers), have shared some of their top picks for long-term growth.

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September 15th, 2023
 

"There isn't an Aussie fund manager who's not buying this stock right now"

Philip King of Regal Funds Management and Tim Carleton of Auscap Asset Management recently joined Livewire’s "Opportunities beyond "houses and holes" on the ASX" session to discuss the pockets of opportunity in an otherwise challenged market.

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September 15th, 2023
 

8 world-leading stocks to play 3 of investing's most pressing mega-trends

Munro Partners' Chief Investment Officer, Nick Griffin recently appeared in a session at Livewire Live to answer a handful of crucial investor questions on Artificial intelligence Cloud computing, and the energy transition.

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September 13th, 2023
 

Recap on our Australian portfolio holdings

Off the back of reporting season, we have collated some feedback from our Fund Managers on some of the Australian listed companies in the HM1 portfolio.

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September 5th, 2023
 

Travel is back on a roll but the best could be behind these two companies

Jun Bei Liu from Tribeca Investment Partners believes the travel industry could be the next to feel the pinch, with indications that the best times are in the rearview for Qantas and Flight Centre.

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August 30th, 2023
 

NEXTDC's Craig Scroggie is spending $1bn on an AI-fuelled future

Craig is incredibly passionate about the Australian tech industry, and believes there is more opportunity today than at any point in his three-decade career. Watch the full interview here.

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August 30th, 2023
 

Munro Partners on stage at the Global Growth roadshow

Munro Partners' Chief Investment Officer, Nick Griffin and Portfolio Manager Qiao Ma recently presented at the Global Growth roadshow hosted by GSFM.

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August 29th, 2023
 

Paving a pathway in global growth equities

Munro Partners' Chief Investment Officer, Nick Griffin recently appeared on Finding the Front podcast sharing his expertise in the world of global investing. 

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August 24th, 2023
 

Global consumer and corporate resilience surprises everyone

Qiao Mai of Munro Partners (Core Fund Manager) shares her insights about how the mix of corporate and consumer resilience is driving earnings resilience. 

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August 23rd, 2023
 

China cuts key interest rate as recovery falters

Jun Bei Liu from Tribeca Investment Partners told BBC that China's latest interest rate move is unlikely to have a major impact but does indicate the Chinese government's commitment to reviving the economy.

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August 22nd, 2023
 

Early AI boom winners emerging

Investors looking to benefit from the growth in technology stocks due to the boom in AI should recognise that established companies are more likely to benefit as they have the structures to implement it.

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August 11th, 2023
 

Reporting season strategy: retail, health & property

Jun Bei Liu, Portfolio Manager of Tribeca Investment Partners (Core and Conference Fund Manager), recently featured on ausbiz to delve into the Reporting Season and provide her outlook for FY24.

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August 4th, 2023
 

Regal's ultimate guide to microcap investing in 2023

Join Jessica Farr-Jones, Portfolio Manager at Regal Funds Management (HM1 Core Fund Manager), on Livewire Markets 'The Rules of Investing' podcast to hear about the world of microcaps. 

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August 4th, 2023
 

Two signs a new dawn is arriving for growth investors (and five stocks to take advantage)

Jeremy Gibson, Portfolio Manager at Munro Partners recently featured on Livewire for his take on the macro conditions, why the glass is half full, and the opportunities the Munro team is pursuing. 

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August 4th, 2023
 

New Relic

New Relic was pitched by Ricky Sandler of Eminence Capital at the 2022 Sohn Hearts & Minds Conference. You can watch his pitch here.

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August 4th, 2023
 

Bob Desmond is still seeing opportunities - and 2 stocks he has been buying

Bob Desmond, Head of Claremont Global recently featured on Livewire to discuss the strong performance from big tech stocks, as well as two other stocks within the consumer discretionary and healthcare sectors.

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August 3rd, 2023
 

CommSec TV: Jun Bei Liu of Tribeca Investment Partners

Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager), speaks with Tom Piotrowski of CommSec about the factors influencing the market and company profits ahead of reporting season.

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July 31st, 2023
 

The only ASX stock with a return on equity of over 50%

Chief Investment Officer at Auscap Asset Management and HM1 Conference Fund Manager, Tim Carleton joins "The Rules of Investing" podcast hosted by Livewire Markets.

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July 28th, 2023


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