PRE TAX NTA |$3.78

Value as at close of business on 6 December 2024

 

Manager Meetings: Hamish Corlett

Hamish Corlett, Co-Founder of TDM Growth Partners shares the TDM story going from $1m FUM to over $2b today on the Manager Meetings podcast.

Read More
October 29th, 2021
 

The Rules of Investing Podcast: The biggest opportunity since the internet

In this episode of The Rules of Investing podcast, Nick Griffin discusses the decarbonisation opportunity and shares one stock that he believes is materially mispriced. 

Read More
October 29th, 2021
 

Magellan High Conviction Strategy Update

Magellan Portfolio Manager Chris Wheldon provides an update on Magellan's High Conviction Strategy, discusses the recent news involving Facebook and outlines why he still likes the outlook for Alibaba.

 

 

Read More
October 27th, 2021
 

In The Know Podcast: Sir Frank Lowy, 'Trust your instinct'

Hamish Douglass speaks with Sir Frank Lowy AC, where he candidly shares his story, including mistakes he made along the way, the key character traits he thinks are necessary to become a business success, and the importance of remaining paranoid yet optimistic. 

Read More
October 26th, 2021
 

Why this tech stockpicker is patient on China, bullish on bitcoin

Conference Fund Manager, Beeneet Kothari admits it’s been a ‘bloodbath’ for Chinese tech stocks this year, but there are two good reasons he thinks the sentiment will shift.

Read More
October 25th, 2021
 

Best green stocks for wealth growth in net zero era

The Australian shares how climate change is reshaping the world's stock market and delivering lucrative returns. Conference Fund Manager Nick Griffin explains how trillions will be spent over the next 30 years as the world converts to zero-carbon emissions.

Read More
October 19th, 2021
 

Hamish Douglass: Another stock headed for the trillion-dollar club

This Livewire article recaps the Magellan CIO, Hamish Douglass’s latest webinar, where he delivered some new insights while reiterating others – including his unapologetic approach to conserving capital and his Alibaba mea culpa.

Read More
October 18th, 2021
 

Don’t follow the herd into the market abyss

In this AFR article, previous Conference Fund Manager, Jun Bei Liu discusses the sharemarket and finding incredible investment opportunities in contrarian ideas.

Read More
October 17th, 2021
 

Ausbiz: Paradice's portfolio picks for a pullback

Paradice Investment's David Moberley spoke to ausbiz about positioning the fund's portfolio during periods of volatility, focusing on companies that have excellent management teams, strong balance sheets and that are trading at attractive valuations. 

Read More
October 15th, 2021
 

Capital Allocators Podcast - Hamish Corlett

In this must-listen episode of The Capital Allocators podcast, Conference Fund Manager Hamish Corlett sat down with Ethan Berman to discuss the TDM Growth Partner story and how the firm grew from $1m FUM to over $2b today. 

Read More
October 14th, 2021
 

Three stocks that give targeted exposure to a decarbonised world

Tribeca Investment Partners’ Tribeca Global Natural Resources (ASX: TGF) fund was featured in an article on nabtrade that shared three stocks offering investors exposure to decarbonisation.

Read More
October 13th, 2021
 

Charlie Munger to headline Sohn Hearts & Minds 2021

Legendary investor Charlie Munger to headline Sohn Hearts & Minds 2021 conference.

Read More
October 13th, 2021
 

Charlie Munger’s magic is in what he doesn’t do

Charlie Munger, who will headline this year’s Sohn Hearts & Minds Conference, places one quality above all else: patience.

Read More
October 13th, 2021
 

How Warren Buffett’s trusted man Charlie Munger was won over

Charlie Munger, Warren Buffett's trusted man, to headline Sohn Hearts & Minds 2021 Conference.

Read More
October 13th, 2021
 

Charlie Munger makes the cut for annual Sohn Hearts & Minds stockpicking conference

Charlie Munger, American billionaire investor and vice-chairman of Berkshire Hathaway to headline Sohn Hearts & Minds Conference.

Read More
October 13th, 2021
 

Ray Dalio's 6 crucial themes for the next few years

When former Conference keynote presenter Ray Dalio, speaks, investors listen, especially when the world can't seem to decide what sort of year it's having. Learn about the six themes Dalio thinks will dominate the next few years.

Read More
October 1st, 2021
 

Two big Aussie themes and 4 stocks on Regal's radar

In this Livewire article, learn key insights from Regal and the fund's positioning, including two big Aussie themes and four stocks on Regal’s radar.

Read More
October 1st, 2021
 

In the Know Podcast: Building a world with a little more Yum!

In a new episode of Magellan’s In The Know Podcast, Hamish Douglass spoke to fast food company Yum! (NYSE: YUM) CEO David Gibbs about the brand’s 51,000 restaurants and how they managed the global shutdown. 

Read More
September 27th, 2021
 

Equity Mates: A crash course on large cap investments

Paradice's Julia Weng spoke with Equity Mates on Ausbiz about the fund manager’s large-cap investment portfolio, how to integrate ESG into your investments and her equities outlook for FY2022. 

Read More
September 27th, 2021
 

Ausbiz: Jun Bei Liu on three stocks to buy in a sell-off

Tribeca’ Jun Bei Liu discusses her market outlook post reporting season and looks towards the recovery and reopening plays, sharing a handful of stocks that she’s buying at cheap multiples. 

Read More
September 21st, 2021
 

David Paradice on a winner with uranium stocks but China tech crackdown takes a toll

Small and emerging uranium-focused mining companies have surged in value this year. Learn how Paradice has taken advantage of the sector opportunities.

Read More
September 20th, 2021
 

4 ways to reduce your risk and pick outstanding companies

Airlie's Emma Fisher discusses four ways to reduce risk and shares outstanding companies to create long term wealth.

Read More
September 16th, 2021
 

Stock Story: Hello Fresh

Nick Griffin of Munro Partners provides an update on HelloFresh, his 2020 Sohn Hearts & Minds Conference Recommendation. He shares why he still stands with the stock.

Read More
September 15th, 2021
 

The Business: Market outlook in uncertain times

Conference Fund Manager, Emma Fisher of Airlie Funds Management speaks with Alicia Barry on ABC’s The Business about Airlie’s market outlook and finding value in times of risk and uncertainty.

 

 

Read More
September 9th, 2021
 

Ausbiz: Jun Bei Liu's basket of stocks to pick up on low multiples

Tribeca Investment Partners’ Jun Bei Liu spoke with with Ausbiz about how a market sell-off provides opportunities and the three stocks she would be buying in a sell off. 

Read More
September 7th, 2021
 

Inside the Rope Podcast: Hamish Douglass, Magellan

Hamish Douglass, Magellan Chairman and CIO, joins David Clark on the Inside The Rope podcast. Hamish references some of the world's greatest investors and discusses the impact these legends have had on his own approach to investing.

Read More
September 6th, 2021
 

Munro Partners on climate change

Munro's James Tsinidis talks to the AFR about how the three tailwinds of Companies, Governments and Countries are converging for the race to net zero, stating climate change is "the biggest investment opportunity since the internet".

Read More
September 1st, 2021
 

In the Know Podcast: Riding America's Connectivity Wave

On the In The Know podcast, Hamish Douglass spoke to Jay Brown, CEO of Crown Castle, America’s largest provider of communications infrastructure. They discuss expansion, the risks and opportunities in new communications technology and Crown Castle’s unique business model.

Read More
August 31st, 2021
 

TDM Growth: How we think about valuation

In a fun four-minute video, Core Manager TDM Growth Partners 
explains how they think about valuation when investing in public and private companies and give some insight into how they look at compounding capital at high rates of return and 'fair value'.

Read More
August 31st, 2021
 

Jun Bei Liu shares key learnings from reporting season

In this AFR article, Jun Bei Liu shares her learnings from the latest reporting season, asking "what are we actually paying for those blue chip COVID-19 winners"?.

 

Read More
August 29th, 2021


Recent Posts

Read the latest insights
A curated list of HM1 investor updates, portfolio news and other interesting articles.
Read More
...