Ben Gisz, co-founder of TDM Growth Partners talks to the guys about building a portfolio in today’s market conditions. They chat about Ben’s unusual first investment, TDM’s ‘bottom up’ investment research process, and some of the key things to be aware of in today’s market environment.

Marcus Guzzardi, portfolio manager at Cooper Investors talks with Chris Judd on Talk Ya Book. In this episode, Marcus talks us through an exciting stock in the gaming and entertainment industry.

Phil King shares his case for Australian telecommunications provider Spirit Technology Solutions, and outlines the broadening of the company's product range through strategic acquisitions, the importance of having expertise within cyber security and more. 

Netflix’s early dominance in the on-demand streaming industry built its reputation as a must-have offering for consumers. Magellan shares their analysis of Netflix, and why they see the company continuing to improve the value of its bespoke services. 

In this conversation on disruptive innovation, Cathie Wood (ARK Invest) discusses a broad range of topics including her journey as an institutional investor, her take on innovation as an asset class and using innovation as a hedge.

In this episode of The Rules of Investing podcast, David Moberley of Paradice shares how his experience at a start-up helped him as an analyst, why Australian gas stocks are well placed for further appreciation, and why CSL's collection problems are likely to just be transitory. 

Climate change and digital disruption are key areas of interest for Nick Griffin and Munro Partners team. Listen to this conversation as Nick discusses thematic investing and how the Munro Global Growth Fund is positioned to capitalise on these major investment themes. 

Howard Marks (Oaktree Capital) discusses the most important things in investing and how the real accomplishment is to have profit potential disproportionate to the risk. He also shares how to get the odds on your side, why diversification is not a magic elixir and why stock prices could go much higher. 

Jun Bei Liu explains the lasting impacts of the coronavirus such as the accelerated rise of environmental, social and governance (ESG) investing, the changing work and consumption patterns and the opportunities these present to investors. 

David Clark, host of the “Inside the Rope” podcast has recast an early episode with Cathie Wood of ARK Invest, a HM1 Conference Manager. In this episode Cathie discusses her investing journey, starting ARK Invest and ARK’s focus on disruptive innovation. 

In this podcast interview, David Halpert, Founder of Prince Street Capital, reflects on his history of investing in emerging markets and discusses Prince Street's unique digital decolonisation strategy along with key tech-related initiatives taking place.

Peter Cooper, Founder and CIO of Cooper Investors shares his one simple rule for long-term success: the longer a company is controlled by its founder or their family the better. Read the reasons why in this article by The Australian.

Chris Dixon (Cooper Investors) shares two great companies trading at a discount and why he believes value creation can be realised with these companies, regardless of what is happening to broader markets.

Core Fund Manager, Hamish Douglass of Magellan speaks with the Equity Mates team about a variety of topics including his investment journey, how he thinks of the big tech companies going into 2021 and the best company he's ever seen. 

Magellan's Hamish Douglass joins Morningstar’s The Long View podcast where they discuss Magellan’s unusual origin story, China, and how to build a cohesive world-stock portfolio.

TDM Growth Partners recently shared a client memo, outlining their thinking about the current market environment and their thinking about “What do we have to believe from here?’.

David Moberley discusses the Paradice Long Short Australian Equities Fund, including the 130/30 investment style, portfolio positioning and the current market opportunities and risks.

Conference Manager, Jun Bei Liu talks to Chris Judd about her 2020 investment recommendation, Treasury Wine Estate and how she sees it three months on.

Conference Fund Manager, Nick Griffin Co-Founder of Munro Partners talks with Livewire about uncovering the next generation of internet winners.

Two-time Conference Fund Manager, Emma Fisher from Airlie Funds Management, recently chatted to Equity Mates and answered a range of investing questions, including her current views on the markets and personal investment strategy.

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.