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Value as at close of business on 25 October 2024

 

Big tech's big opportunities

Bob Desmond, Head of Claremont Global and Conference Fund Manager recently appeared on ausbiz to discuss his views on the current financial environment and potential areas of opportunity.

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April 12th, 2023
 

TDM Growth Partners feature two high conviction stocks: Rokt and Guzman y Gomez

TDM Growth Partners (Core Fund Manager) feature two high conviction stocks, Guzman y Gomez and Rokt, which they believe will generate strong returns for HM1.

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April 11th, 2023
 

Introducing our new Chief Investment Officer, Charlie Lanchester

We would like to introduce our new Chief Investment Officer, Charlie Lanchester. Charlie has significant funds management experience and thrilled to be joining the HM1 team.

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April 10th, 2023
 

The ASX sector Phil King believes is best placed for the next 5 to 10 years

Phil King, Chief Investment Officer of Regal Funds, believes certain areas of the ASX are priced at their most attractive levels in years, identifying the resources sector as a great investment. 

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April 4th, 2023
 

The Inside Network's Growth Symposium

Munro Partners' Chief Investment Officer, Nick Griffin recently spoke at The Inside Network's Growth Symposium - check out the recap here.

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April 1st, 2023
 

In the war over AI’s future, the big guns may have already won

Munro Partners' Chief Investment Officer, Nick Griffin says when it comes to AI and other tech, the true winners are the 'weapons manufacturers in this war', the semi-conductor companies.

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March 29th, 2023
 

Insights into Scale Economies Shared

TDM Growth Partners (Core Fund Manager) share their insights into Scale Economies Shared—a strategy where a company who benefits from ‘economies of scale’ shares those benefits with its customers.

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March 28th, 2023
 

The imaginary nepotism that drives Carsales global growth

The long-term approach of Carsales (2022 Conference stock pick) and its CEO Cameron McIntyre has delivered big gains for investors. He reveals his secret to staying strategic. 

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March 27th, 2023
 

The six characteristics of great growth companies

Nick Griffin (Core and Conference Fund Manager) of Munro Partners shares the six characteristics he looks for in a growth company, and the three major themes he’s most excited about.

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March 23rd, 2023
 

How to mitigate the impacts of the banking crisis on your personal portfolio

Bob Desmond, Head of Claremont Global and Conference Fund Manager recently appeared on ausbiz to discuss the current banking crisis.

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March 20th, 2023
 

How worried should Australians be about the US banking crisis?

Tribeca’s Alpha Plus Fund Manager, Jun Bei Liu, spoke with ABC News about the stability of the Australian financial market in the midst of the Silicone Valley Bank crisis. 

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March 18th, 2023
 

Jun Bei Liu is not giving up on the China reopening theme

Tribeca’s Jun Bei Liu says China’s reopening is only getting started, and names five ASX stocks set to benefit.

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March 12th, 2023
 

How Jun Bei Liu became the $1.2 billion portfolio manager she is today

Fearlessness, resilience and plain hard work: How Jun Bei Liu became the $1.2 billion portfolio manager she is today.

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March 8th, 2023
 

The World's Fastest Growing Sports League

Ed Cowan from TDM Growth Partners (Core Fund Manager) joins the Business Breakdowns Podcast to discuss the world’s fastest growing sports league, The Indian Premier League.

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March 8th, 2023
 

Invest in the Journey: Stock Story of Liberty Media

Listen to the latest episode of Invest in the Journey, hosted by our Core Fund Manager, Munro Partners as they take a closer look at the stock story of Liberty Media – the company that owns Formula One today.

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February 28th, 2023
 

UnPACing Alpha with Bob Desmond

Bob Desmond, Head of Claremont Global and Conference Fund Manager, appeared on a recent episode of the UnPACing Alpha Podcast to discuss his strategy for running concentrated portfolios.

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February 24th, 2023
 

Why Tim Carleton is backing Carsales

Tim Carleton, Founder of Auscap Asset Management shares more insights into his 2022 Conference stock pick Carsales.com, and why he believes it has the potential to dominate the tech industry in 2023.

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January 27th, 2023
 

Claremont Global: Investment Case for Nike

Equity Mates are joined by Head of Claremont Global Bob Desmond to discuss his 2022 conference pick, Nike. In the episode Bob unpacks the key metrics, the bull case and the bear case for Nike. 

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January 18th, 2023
 

TDM: Investment Case for Block

Core Fund Manager, TDM Growth Partners joins Equity Mates to discuss Block, breaking down the complex business and the investment case.

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January 11th, 2023
 

Why Transurban will always be one step ahead of inflation

Loathed by motorists, but loved by investors. Transurban came under focus when Catherine Allfrey nominated the roads operator as her top pick at the recent Sohn Hearts & Minds Conference. 

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January 5th, 2023
 

Invest in the Journey: Munro Partners

On a recent episode of the Invest in the Journey Podcast, Munro Partners’ Co-Founders Nick Griffin and Ronnie Calvert talk through the highs and lows experienced throughout 2022, as well as the year ahead.

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December 30th, 2022
 

2Fold: Investing for Impact - Michael Traill AM

HM1 Director, and Director of For Purpose Investments Michael Traill AM recently joined the 2Fold: Investing for Impact Podcast where he discussed opportunities for businesses and the not-for-profit sector to work together. 

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December 9th, 2022
 

The Rules of Investing Podcast: Bob Desmond

Get to know new Conference Manager and Head of Claremont Global, Bob Desmond with this recent episode of Livewire’s The Rules of Investing podcast.

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October 21st, 2022
 

Volatility creates opportunity – the 5 ASX stocks we like right now

Tim Carleton of Auscap Asset Management delves into five of Auscap’s current holdings and breaks down the specific developments occurring within those companies.

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October 21st, 2022
 

Forbes: Billion-dollar manager Jun Bei Liu on where she’s investing

Jun Bei Liu of Tribeca Investment Partners discusses long-short investing strategy, market volatility and the sectors she believes will see growth in the next 12 months.

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October 13th, 2022
 

Why this fundie doesn’t fear the Fed

In an article with AFR, James Miller of Firetrail Investments and 2022 Conference Manager goes into the US equity market correction and the stocks he’s looking to snatch up as well as steer clear of.

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September 29th, 2022
 

Phil King's top themes and some stock ideas to play them

Energy is a standout theme for Phil King, Chief Investment Officer of Regal Funds Management, who believes demand for natural resources will remain strong for years to come.

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September 19th, 2022
 

Talking Tech: Matt Berriman, Founder of RealVC

Matt Berriman, founder of RealVC and ‘The Business of Sport’ panellist at 2022 Sohn Hearts & Minds Conference discusses his entrepreneurial learnings and the parallels between sports and business.

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September 16th, 2022
 

Airlie National Roadshow 2022: Beware the dominant narrative

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.

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September 6th, 2022
 

Airlie: It’s time to get ‘uncomfortable’ on Aussie stocks

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.

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September 6th, 2022


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