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.

Cooper Investor’s Global Team leaders share the unique origins and performance of their Family and Founders Fund, which is focussed on companies that have families and founders with significant ‘soul in the game’.

Firetrail's Blake Henricks shares one of the most compelling opportunities on the ASX today explaining why this business presents a compelling investment opportunity with the potential to unlock shareholder value.

Jun Bei Liu shares the investment case for six stocks that have been impacted by the recent lockdowns and opportunities in the reopening trade for sectors such as retail, travel, and the housing market.

Insight into how the TDM Growth team think about generational businesses and building a thesis for 10+ year investment opportunities, in particular how they apply their “what do you need to believe” thinking, using Peloton as a case study.

Paradice Investment Management's Nick Varcoe discussed ESG investing in an episode of The Alpha Females Invest podcast and explained some of the frameworks and tools the fund manager uses to integrate socially responsible investing within the business.

Paradice portfolio manager Julia Weng shares how a stint in managing two of her own artisan bakeries made her a better analyst and portfolio manager and explains Paradice’s investment process.

Season 4 of TDM’s podcast, Scaling Up has just wrapped with another six fantastic episodes. Listen to in depth conversations with some of the world’s leading entrepreneurs about the lessons they’ve learnt while scaling their businesses. 

Peter Cooper joined David Clark on the Inside the Rope Podcast to discuss a variety of topics including the big influences in his investment career, Cooper Investor’s investment philosophy for long-term returns and what it takes to be a successful investor.

Learn about Paradice’s emerging markets investment strategy which focusses on marco thematics, isolating domestic demand opportunities and the rationale behind why more than a third of the portfolio is weighted towards China.

In the latest episode of Munro Partner’s Capital Preservation Education series, Nick Griffin explains the fund manager’s shorting philosophy, how the team selects a single stock short and some of the climate secular short opportunities.

Previous Conference speaker, Howard Marks of Oaktree Capital joined the Invest like the Best podcast where Howard shared his most evergreen idea, reflections on value investing, experience versus theory and much more. 

Emma Fisher from Airlie Funds Management was the latest guest on Livewire’s Rules of Investing podcast. Emma discussed her first investment, why retailers are being underestimated and why you can’t be successful by sticking with consensus. 

Conference Manager Jun Bei Liu shares the moments in her career that shaped the investor that she is today in a Q&A with Livewire. She also shares three promising stocks for the coming year.

Jun Bei Liu of Tribeca comments on the opportunities and innovation present in the healthcare sector on the back of cultural changes and trends accelerated by the pandemic, naming CSL and Fisher & Paykel Healthcare as stocks to watch.