Value as at close of business on 13 December 2024
Price delay - 20mins
Partner and Portfolio Manager, James Tsinidis of Munro Partners (Core Fund Manager) discusses the opportunity of investing in net-zero emission companies with Firstlinks.
Portfolio Manager Ben Cleary of Tribeca Investment Partners (Core Fund Manager) says now is the time to buy dirt cheap mining stocks or risk missing out on the next sector rally.
Magellan's Investment Analyst, Adrian Lu explains what ChatGPT is, how it works and what impacts this could have on society. He also discusses what this means for Microsoft and Alphabet.
Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager) tells The Australian Financial Review why she believes Australian equities are set for a strong rally.
Jun Bei Liu of Tribeca Investment Partners recently appeared on Talk Ya Book to talk about A2 Milk (ASX:A2M) and how China’s border re-opening is boosting the company’s prospects.
Read the latest Stock Story from Magellan (Core Fund Manager) about one of one of our Core Holdings, Mastercard. In the article, Magellan tap into the underlying layers that support the consistency and strength of the business.
Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager) recently appeared on Switzer TV to discuss the Australian market.
Head of Claremont Global and Conference Fund Manager, Bob Desmond, joins Elisa Di Marco, Portfolio Manager at Magellan (Core Fund Manager) for a deep dive into quality investing (and its various forms).
Bob Desmond, Head of Claremont Global and Conference Fund Manager recently appeared on ausbiz to discuss his views on the current financial environment and potential areas of opportunity.
TDM Growth Partners (Core Fund Manager) feature two high conviction stocks, Guzman y Gomez and Rokt, which they believe will generate strong returns for HM1.
We would like to introduce our new Chief Investment Officer, Charlie Lanchester. Charlie has significant funds management experience and thrilled to be joining the HM1 team.
Phil King, Chief Investment Officer of Regal Funds, believes certain areas of the ASX are priced at their most attractive levels in years, identifying the resources sector as a great investment.
Munro Partners' Chief Investment Officer, Nick Griffin recently spoke at The Inside Network's Growth Symposium - check out the recap here.
Munro Partners' Chief Investment Officer, Nick Griffin says when it comes to AI and other tech, the true winners are the 'weapons manufacturers in this war', the semi-conductor companies.
TDM Growth Partners (Core Fund Manager) share their insights into Scale Economies Shared—a strategy where a company who benefits from ‘economies of scale’ shares those benefits with its customers.
The long-term approach of Carsales (2022 Conference stock pick) and its CEO Cameron McIntyre has delivered big gains for investors. He reveals his secret to staying strategic.
Nick Griffin (Core and Conference Fund Manager) of Munro Partners shares the six characteristics he looks for in a growth company, and the three major themes he’s most excited about.
Bob Desmond, Head of Claremont Global and Conference Fund Manager recently appeared on ausbiz to discuss the current banking crisis.
Tribeca’s Alpha Plus Fund Manager, Jun Bei Liu, spoke with ABC News about the stability of the Australian financial market in the midst of the Silicone Valley Bank crisis.
Tribeca’s Jun Bei Liu says China’s reopening is only getting started, and names five ASX stocks set to benefit.
Fearlessness, resilience and plain hard work: How Jun Bei Liu became the $1.2 billion portfolio manager she is today.
Ed Cowan from TDM Growth Partners (Core Fund Manager) joins the Business Breakdowns Podcast to discuss the world’s fastest growing sports league, The Indian Premier League.
Listen to the latest episode of Invest in the Journey, hosted by our Core Fund Manager, Munro Partners as they take a closer look at the stock story of Liberty Media – the company that owns Formula One today.
Bob Desmond, Head of Claremont Global and Conference Fund Manager, appeared on a recent episode of the UnPACing Alpha Podcast to discuss his strategy for running concentrated portfolios.
Tim Carleton, Founder of Auscap Asset Management shares more insights into his 2022 Conference stock pick Carsales.com, and why he believes it has the potential to dominate the tech industry in 2023.
Equity Mates are joined by Head of Claremont Global Bob Desmond to discuss his 2022 conference pick, Nike. In the episode Bob unpacks the key metrics, the bull case and the bear case for Nike.
Core Fund Manager, TDM Growth Partners joins Equity Mates to discuss Block, breaking down the complex business and the investment case.
Loathed by motorists, but loved by investors. Transurban came under focus when Catherine Allfrey nominated the roads operator as her top pick at the recent Sohn Hearts & Minds Conference.
On a recent episode of the Invest in the Journey Podcast, Munro Partners’ Co-Founders Nick Griffin and Ronnie Calvert talk through the highs and lows experienced throughout 2022, as well as the year ahead.
HM1 Director, and Director of For Purpose Investments Michael Traill AM recently joined the 2Fold: Investing for Impact Podcast where he discussed opportunities for businesses and the not-for-profit sector to work together.