PRE TAX NTA |$3.71

Value as at close of business on 13 December 2024

 

How low can we go?

Tom Cowan, the founder of TDM Growth Partners (one of our core fund managers), wrote this in response to a client email he received and it was too good not to share. 

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April 9th, 2020
 

Ray Dalio: The Mechanics of the War Economy

What is happening now would have been unimaginable not long ago. It was only unimaginable because it had never happened in our lifetimes. Ray Dalio explains the mechanics of the War Economy.

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March 30th, 2020
 

Livewire: Two big issues for markets

When COVID-19 first made headlines, in China, then worldwide, global market reactions were complacent. It was perceived as a primarily Chinese issue, reminiscent of the SARS outbreak of the early 2000s...

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March 30th, 2020
 

WSJ: The Real Cure for Coronavirus

Governments are frantically trying to contain and combat the coronavirus, and those efforts are important, but the world’s best hope is private innovation.

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March 29th, 2020
 

European Bank dividends suspended

A summary of the ECB's update asking banks not to pay dividends until at least October 2020.

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March 27th, 2020
 

Ray Dalio: The Changing World Order

I believe that the times ahead will be radically different from the times we have experienced so far in our lifetimes, though similar to many other times in history.

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March 26th, 2020
 

Livewire: What the government's super bombshell means for you

The Federal government announced that members who had lost income due to the COVID-19 pandemic would be able to access their super balances early. What does this mean for you?

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March 25th, 2020
 

Yuval Noah Harari: the world after coronavirus

This storm will pass. But the choices we make now could change our lives for years to come. Read this opinion piece by Yuval Noah Harari, author of ‘Sapiens’, ‘Homo Deus’ and ‘21 Lessons for the 21st Century’.
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March 20th, 2020
 

The Coronavirus: Innovation Gains Traction During Tumultuous Times

Conference Fund Manager, Cathie Wood explains how innovation thrives during tumultuous times. 

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March 17th, 2020
 

Top 10 Questions from Magellan's Investor Series

From coronavirus and climate change, to cyber security issues and the upcoming US election, Hamish Douglass and Michael Morell tackle the top 10 most commonly asked questions from attendees at their annual Magellan Investor Roadshow.

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March 16th, 2020
 

Video: Marcus Guzzardi, Cooper Investors

Chris Judd interviews Marcus Guzzardi, from Cooper Investors, one of our Core Fund Managers. 

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March 3rd, 2020
 

2019 Sohn Hearts & Minds Conference

The fourth annual Sohn Hearts & Minds Investment Leaders Conference was held last Friday down at the iconic Sydney Opera House.

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November 26th, 2019
 

Livewire: Amazon's billion dollar bet on toasters

Jeff Bezos is proving the sky’s no longer the limit for Amazon. Learn more about Project Kuiper and what it means for the future of Amazon in this Livewire article.

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July 22nd, 2019
 

Ray Dalio: Paradigm Shifts

Legendary investor Ray Dalio says gold may be key amid monetary policy shift.

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July 18th, 2019
 

Airbus flying past a struggling Boeing

2018 Conference Recommendation, Airbus, is flying past struggling Boeing. Read Roger Montgomery's analysis to find out what this means for Airbus. 

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July 15th, 2019
 

Morgans Executive Series: Rory Lucas

Morgans Adviser Chris Titley recently spoke to Rory Lucas about what makes HM1 unique - take a listen.

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June 14th, 2019


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