Value as at close of business on 20 December 2024
Price delay - 20mins
Core Fund Manager, Hamish Douglass talks with Alicia Barry on ABC's The Business about his investment strategy in a COVID world.
Magellan Financial group, manager of a $15 billion global equities strategy, has raised its risk rating on Chinese tech stocks but says they are still fundamentally undervalued.
Core Fund Manager, David Paradice discusses his investment journey, crucial lessons he's learnt and how he once enjoyed a laugh with the Queen of England!
Qiao Ma from Cooper Investors chats with our friends at Equity Mates about her first investment, Cooper Investors' investment philosophy and the investment thesis behind her conference pitch.
In this episode of Equity Mates hear from Core and Conference Manager Hamish Corlett, Co-Founder of TDM Growth Partners. The guys cover a lot in this episode, be sure to take a listen!
In this episode of TDM's Scaling Up podcast you'll hear from Hamish Douglass on the power of compounding and how he scaled Magellan from humble beginnings to now an ASX 100 listed company.
We've partnered with Equity Mates Media, Australia's number one finance and investing podcast, to do a series of interviews with our Fund Managers. For easy listening, all of 2020 episodes are here in one place.
In this podcast, Jun Bei Liu discusses the re-opening trade and how to get exposure to it and how the ‘barbell’ approach helps to maximise returns while managing risk.
Qiao Ma says her stock pitch for the Sohn Hearts & Minds Conference on Friday belongs to an industry that will “make people cringe”. That isn’t deliberate but it will prove her point that management trumps all else.
Hamish Corlett, Founder of TDM Growth Partners discusses TDM's commitment to helping support Australian charities including the win-win nature of Hearts & Minds and why he's proud to be involved.
Nick Griffin of Munro Partners join the Equity Mates Podcast to talk about Nick's investment management style and process, why he loves being involved with Hearts and Minds and what goes into preparing his Conference pitch.
David Moberley of Paradice discusses how he seeks to combat the concentration found in Aussie equities by adding short selling to his toolbox. David shares his ‘four bucket’ strategy to identifying a company to short, and details the pros and cons of this investment approach.
Robert Luciano of VGI Partners talks to Livewire about why investors need to recalibrate their thinking and shares his approach to finding quality companies.
Cathie Wood of ARK Invest, known for her focus on innovation and disruptive technologies, publishes an annual report highlighting the latest developments in innovation for the coming year. Read five “bad ideas” that investors should be aware of.
Overall, the outlook for equities looks very attractive regardless of who controls the White House writes Jun Bei Liu of Tribeca Investment Partners. Read her thoughts on why the US election is a win-win for equities.
Our CIO Rory Lucas recently sat down with the Equity Mates Podcast to talk all things Hearts and Minds.
David Moberly of Paradice Investment Management talks to Livewire about investing with a COVID-19 vaccine and some of the sectors to benefit from a positive development.
Howard Marks of Oaktree has launched his podcast The Memo. On the podcast, Marks narrates his widely read memos - a reflection on the investment landscape and general business insights.
Dr Craig Collie of Regal Funds Management joins David Clark on the Inside the Rope Podcast to discuss his career to date, COVID-19 and in particular the process behind developing a vaccine and the associated economic outcomes of being successful in doing so.
Jun Bei Liu of Tribeca Investment Partner spoke with CommSec’s Tom Piotrowski about her year-end outlook for the Australian economy and share market.
In episode two of Magellan’s In the Know Podcast, Hamish Douglass chats to Kevin Johnson, Starbucks President & CEO about a range of topics.
Qiao Ma, Portfolio Manager at Cooper Investors, talks to Livewire about investing in Asia and hunting for the 'next big thing'.
Hamish Douglass discusses global opportunities amid COVID-19, the US presidential election and the biggest risks to stock selection. Watch the interview.
Hamish Douglass of Magellan, speaks with Morgans about a range of topics including the likelihood of inflation returning and the importance of valuation, compounding and people, plus much more.
CEO Paul Rayson discusses our unique model on CommSec's Executive Series, highlighting our strong performance, support of Australian medical research, and our upcoming virtual conference on Nov 13.
A little under a year ago, Cathie Wood named Tesla as her top stock pick for 2020 at the Sohn Hearts & Minds Conference. She pitched her bearish case, stating the stock price would double by 2024. It hit that milestone less than three months later.
Legendary investor Bill Ackman will headline the 2020 Sohn Hearts & Minds Conference this year in a major coup for the event that has raised more than $20m for medical research since its inception in 2016.
Rory Lucas may have one of the best jobs in finance. As HM1's CIO, it's his duty to oversee the $780 million portfolio of the best ideas from some of the world's top investors.
Nick Griffin from Munro Partners talks to Alicia Barry on ABC's The Business to discuss how the COVID-19 pandemic has fast-tracked digital disruption.
Rory Lucas shares his personal and professional experiences and strategies to keep conversations happening and destigmatise the narrative around mental health for R U OK? Day.