PRE TAX NTA |$3.71

Value as at close of business on 13 December 2024

 

The Rules of Investing Podcast: Bob Desmond

Get to know new Conference Manager and Head of Claremont Global, Bob Desmond with this recent episode of Livewire’s The Rules of Investing podcast.

Read More
October 21st, 2022
 

Volatility creates opportunity – the 5 ASX stocks we like right now

Tim Carleton of Auscap Asset Management delves into five of Auscap’s current holdings and breaks down the specific developments occurring within those companies.

Read More
October 21st, 2022
 

Forbes: Billion-dollar manager Jun Bei Liu on where she’s investing

Jun Bei Liu of Tribeca Investment Partners discusses long-short investing strategy, market volatility and the sectors she believes will see growth in the next 12 months.

Read More
October 13th, 2022
 

Why this fundie doesn’t fear the Fed

In an article with AFR, James Miller of Firetrail Investments and 2022 Conference Manager goes into the US equity market correction and the stocks he’s looking to snatch up as well as steer clear of.

Read More
September 29th, 2022
 

Phil King's top themes and some stock ideas to play them

Energy is a standout theme for Phil King, Chief Investment Officer of Regal Funds Management, who believes demand for natural resources will remain strong for years to come.

Read More
September 19th, 2022
 

Talking Tech: Matt Berriman, Founder of RealVC

Matt Berriman, founder of RealVC and ‘The Business of Sport’ panellist at 2022 Sohn Hearts & Minds Conference discusses his entrepreneurial learnings and the parallels between sports and business.

Read More
September 16th, 2022
 

Airlie National Roadshow 2022: Beware the dominant narrative

Airlie Funds Management held their National Roadshow where Portfolio Manager Emma Fisher discussed the pockets of value to be found in the market that investors often miss.

Read More
September 6th, 2022
 

Airlie: It’s time to get ‘uncomfortable’ on Aussie stocks

Emma Fisher, previous Conference Manager and Portfolio Manager at Airlie Funds Management shares why it’s time to get ‘uncomfortable’ on Aussie stocks and go against the dominant market narrative.

Read More
September 6th, 2022
 

Tribeca's reporting season 'hit' list

Jun Bei Liu of Tribeca Investment Partners discusses her overall impression of company earnings off the back of the recent reporting season and why looking ahead, corporates seem to be in good shape.

Read More
September 5th, 2022
 

The Global View: Volatility delivering the goods for stock pickers

Debuting at this year's Conference, Head of Claremont Global Bob Desmond talks about the investment opportunities presented by the current market volatility.

Read More
August 31st, 2022
 

Putin critic and author Bill Browder to headline Sohn investor conference

Bill Browder, one of Putin's fiercest critics, the founder of Hermitage Capital and the man behind the Magnitsky Law, will headline this year's Sohn Hearts & Minds investor conference.

Read More
August 31st, 2022
 

Sohn Hearts & Minds looks beyond tech ahead of Hobart event

Keynote speaker Bill Browder is the former Hermitage Capital hedge fund manager who has lobbied governments to black-list senior Russian officials attempting to shift their assets offshore.

Read More
August 31st, 2022
 

‘Putin’s number one foreign enemy’ to address Aussie finance event

Bill Browder, who is viewed as a key enemy of Russia’s government will address Australian investors on the war in Ukraine at this year’s Sohn Hearts & Minds conference.

Read More
August 31st, 2022
 

Airlie: Why Emma Fisher is uncharacteristically 'glass half-empty' on the ASX

Emma Fisher talks about market cycles and why her outlook on the roll-off from peak inflation is uncharacteristically pessimistic.

Read More
August 26th, 2022
 

Munro: 3 factors that shape whether we are at the bottom yet

Chief Investment Officer of Munro Partners Nick Griffin believes there are three important factors that must be considered in determining whether market bottom has been reached.

Read More
August 24th, 2022
 

Auscap: The high quality retailer trading at a bargain

2022 Conference Fund Manager Tim Carleton of Auscap Asset Management explains why Nick Scali ('NCK') is one of the highest conviction stocks in his portfolio.

Read More
August 23rd, 2022
 

Howard Marks: More reasons for offensive rather than defensive investing right now

Howard Marks shares his thoughts on how investors should think about risk as he balances the arguments for and against taking a defensive approach.

Read More
August 19th, 2022
 

Jun Bei Liu: A defensive staple trading at an attractive discount

Jun Bei Liu of Tribeca Investment Partners discusses her 2020 Sohn Hearts & Minds Conference pick Treasury Wine (‘TWE’) and her broader outlook for the company and its sector.

Read More
August 18th, 2022
 

The Australian Investors Podcast: Nick Griffin

Chief Investment Officer of Munro Partners and 2022 Conference Fund Manager Nick Griffin speaks about his investment philosophy, Munro's Areas of Interest and the impact of geopolitical tensions.

Read More
August 17th, 2022
 

Invest in the Journey: Inflation Reduction Act

Munro Partners’ Responsible Investment Manager Mike Harut and Partner, Portfolio Manager and Climate Co-Lead James Tsinidis discuss investment tailwinds created by the US Inflation Reduction Act.

Read More
August 15th, 2022
 

Scaling Up: Rent the Runway

Co-Founder and CEO of Rent the Runway (‘RENT’) Jennifer Hyman shares the scaling challenges of creating a closet in the cloud for over 2.5 million American women.

Read More
August 10th, 2022
 

Invest in the Journey: Munro's long-only strategy

Jeremy Gibson, Partner and Portfolio Manager at Munro Partners, delves into where the portfolio is currently positioned in addition to his outlook for the months and years ahead.

Read More
August 5th, 2022
 

Jun Bei Liu: Key themes to shape the coming reporting season

Previous Conference Manager Jun Bei Liu of Tribeca Investment Partners explores some of the dominant themes shaping the upcoming reporting season.

Read More
July 31st, 2022
 

Munro Partners: Advanced Micro Devices

Munro Partners shares their thoughts on a company they believe has a very sustainable earnings growth trajectory ahead due to the beginning of a new era within the high performance computing sector.

Read More
July 28th, 2022
 

TDM: 15 lessons business leaders can learn from high performing sportspeople

Core Fund Manager TDM Growth Partners recently held a panel tackling what fast growing companies can learn from high performance sporting teams.

Read More
July 27th, 2022
 

The Memo: I Beg to Differ

Howard Marks, Co-Founder of Oaktree Capital, argues in his latest memo that investors must depart from the pack in order to earn above average returns, even if this carries with it risk of being incorrect.

Read More
July 26th, 2022
 

Cota Capital: Founders in 15

Founders in 15, presented by Cota Capital, is an insightful and thought-provoking 15-minute interview series with founders on their entrepreneurial journeys and what they had to overcome to become leaders in their respective fields.

Read More
July 25th, 2022
 

Munro Partners: 2022 Annual

Munro Partners have released their 2022 Annual where Chief Investment Officer, Nick Griffin addresses the current bear market and why it is an unfortunate, but necessary part of the market cycle.

Read More
July 22nd, 2022
 

Magellan: 2022 InReview

Access Magellan’s 2022 InReview to gain insights into how the events dominating global economies and markets in the coming 12 months are affecting investment decisions now.

Read More
July 21st, 2022
 

Airlie Funds Management: Mineral Resources

Airlie Funds Management share their view on why Mineral Resources’ (‘MIN’) unique business model is the driving force behind its ability to consistently deliver high returns on its invested capital.

Read More
July 21st, 2022


Recent Posts

Read the latest insights
A curated list of HM1 investor updates, portfolio news and other interesting articles.
Read More
...