Value as at close of business on 25 October 2024
Price delay - 20mins
Core and Conference Fund Manager, Jun Bei Liu of Tribeca Investment Partners and Qiao Ma of Munro Partners (Core Fund Manager) share their views on the immense potential in both global and local markets.
In a recent podcast, GSFM's CEO Damien McIntyre and James Tsinidis of Munro Partners (Core Fund Manager) tap into investment opportunities presented by climate change and delve into Munro's Climate Change Leaders Fund.
In this intriguing episode Magellan’s Portfolio Manager, Arvid Streimann, and Sector Head of Finance and Technology, Ryan Joyce, dive deep into the dynamic world of streaming services.
Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager) is preparing for downgrades during reporting season.
Magellan (Core Fund Manager) has recently shared their insights on the three key factors driving stock returns, emphasising that the next 18 months will differ significantly from the past 18 months.
Core and Conference Fund Manager, Jun Bei Liu of Tribeca Investment Partners shares why she believes the company Johns Lyng Group is a unique and resilient investment opportunity.
The semiconductor industry is entering its fourth phase - the Artificial Intelligence era. Over roughly 50 years, the semiconductor market has gone from a nascent industry to about the size of 500bn USD today.
Jun Bei Liu of Tribeca Investment Partners shares her insights with The Australian Financial Review on where investors can uncover hidden gems in the Australian market for potential growth and profitability.
Despite the volatility of markets, Bob Desmond, Head of Claremont Global and Conference Fund Manager is still finding opportunities and quality companies trading at attractive prices.
Adrian Lu of Magellan (Core Fund Manager) discusses the emerging developments of Artificial Intelligence and addresses some of the key questions interested investors have.
Despite mixed investor opinions, Munro Partners (Core Fund Manager) remains a strong believer in Nvidia. They are standing firm in their investment and still consider it a solid buy.
Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager) recently appeared on Money to discuss her insights on whether to buy, hold or sell A2 Milk shares.
Chief Investment Officer of Auscap, Tim Carleton dives deep into the current market, shedding light on some of Auscap's favoured stocks including his 2022 Conference stock pick, Carsales.
Fund managers have batted away fears of an inflation-led recession, with Qantas, Seven Group and Treasury Wines named among the best investments by Australia’s top stock pickers.
Bob Desmond, Head of Claremont Global and Conference Fund Manager recently appeared on ausbiz to share his insights on global markets, having recently returned from the US and Europe.
Kieran Moore, Partner and Portfolio Manager of Munro Partners (Core Fund Manager) joined the ASX Ideas Exchange podcast to unpack Artificial Intelligence and its potential for new and exciting investment opportunities.
Damien McIntyre, the CEO of GSFM, chats with Munro Partners' Portfolio Manager Kieran Moore to discuss the current investment environment and several areas of interest that have Munro's team excited.
Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager) doesn't believe the Australian economy will nosedive into a hard landing in the next few months or years.
Watch the latest Investor Update from Regal Funds Management (Core Fund Manager) to hear Chief Investment Officer Philip King share his investment outlook for the Asia-Pacific region.
For the latest insights from Auscap Asset Management, watch their recent webinar featuring Tim Carleton, Founder of Auscap Asset Management and HM1 Conference Fund Manager.
Munro Partners’ Portfolio Managers James Tsinidis and Kieran Moore sit down with Livewire Markets' Managing Director Chris Conway, to discuss key takeaways from the latest US earnings season.
David Wright, Co-founder of Zenith Investment Partners and member of HM1 Investment Committee recently spoke with Livewire about key characteristics Zenith looks for when rating funds.
Partner and Portfolio Manager, James Tsinidis of Munro Partners (Core Fund Manager) discusses the opportunity of investing in net-zero emission companies with Firstlinks.
Portfolio Manager Ben Cleary of Tribeca Investment Partners (Core Fund Manager) says now is the time to buy dirt cheap mining stocks or risk missing out on the next sector rally.
Magellan's Investment Analyst, Adrian Lu explains what ChatGPT is, how it works and what impacts this could have on society. He also discusses what this means for Microsoft and Alphabet.
Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager) tells The Australian Financial Review why she believes Australian equities are set for a strong rally.
Jun Bei Liu of Tribeca Investment Partners recently appeared on Talk Ya Book to talk about A2 Milk (ASX:A2M) and how China’s border re-opening is boosting the company’s prospects.
Read the latest Stock Story from Magellan (Core Fund Manager) about one of one of our Core Holdings, Mastercard. In the article, Magellan tap into the underlying layers that support the consistency and strength of the business.
Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager) recently appeared on Switzer TV to discuss the Australian market.
Head of Claremont Global and Conference Fund Manager, Bob Desmond, joins Elisa Di Marco, Portfolio Manager at Magellan (Core Fund Manager) for a deep dive into quality investing (and its various forms).
