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.

Nick Griffin of Munro Partners join the Equity Mates Podcast to talk about Nick's investment management style and process, why he loves being involved with Hearts and Minds and what goes into preparing his Conference pitch.

David Moberley of Paradice discusses how he seeks to combat the concentration found in Aussie equities by adding short selling to his toolbox. David shares his ‘four bucket’ strategy to identifying a company to short, and details the pros and cons of this investment approach.

Robert Luciano of VGI Partners talks to Livewire about why investors need to recalibrate their thinking and shares his approach to finding quality companies.

Cathie Wood of ARK Invest, known for her focus on innovation and disruptive technologies, publishes an annual report highlighting the latest developments in innovation for the coming year. Read five “bad ideas” that investors should be aware of.

Overall, the outlook for equities looks very attractive regardless of who controls the White House writes Jun Bei Liu of Tribeca Investment Partners. Read her thoughts on why the US election is a win-win for equities.

Our CIO Rory Lucas recently sat down with the Equity Mates Podcast to talk all things Hearts and Minds.