Value as at close of business on 1 November 2024
Price delay - 20mins
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.
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.
In this AFR article, previous Conference Fund Manager, Jun Bei Liu discusses the sharemarket and finding incredible investment opportunities in contrarian ideas.
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.
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.
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.
Legendary investor Charlie Munger to headline Sohn Hearts & Minds 2021 conference.
Charlie Munger, who will headline this year’s Sohn Hearts & Minds Conference, places one quality above all else: patience.
Charlie Munger, Warren Buffett's trusted man, to headline Sohn Hearts & Minds 2021 Conference.
Charlie Munger, American billionaire investor and vice-chairman of Berkshire Hathaway to headline Sohn Hearts & Minds Conference.
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.
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.
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.
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.
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.
Small and emerging uranium-focused mining companies have surged in value this year. Learn how Paradice has taken advantage of the sector opportunities.
Airlie's Emma Fisher discusses four ways to reduce risk and shares outstanding companies to create long term wealth.
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.
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.
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.
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.
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".
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.
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'.
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"?.
In this Livewire article, Jun Bei Liu explores the compelling duopoly in one of Australia's favourite sectors: Property.
Emma Fisher of Airlie Funds Management speaks with David Clark on Inside the Rope podcast. The discussed Emma’s investment journey, key influencers in her career and some of her best winners, and losers.
Key highlights from Caledonia’s June quarter update, where the fund manager discussed its high-conviction stock picks such as Just Eat Takeaway.com and Genius Sports, plus how the company is taking advantage of initial public offering opportunities on the horizon.
Emma Fisher tells a (mostly) good news story as she reflects on the last 12 months outlining three risks currently facing the market. Plus, some observations from her recent travels and the stocks to play them.
Airlie's Portfolio Manager, Emma Fisher speaks with CEO of Wesfarmers, Rob Scott to discuss his first decisions in charge, what he looks for in acquisitions and why he made 'entrepreneurial spirit' a Wesfarmers value.
