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Value as at close of business on 22 November 2024

 

Inside the Rope Podcast: Michael Traill

HM1 Director, Michael Traill recently joined David Clark on the Inside the Rope Podcast. They discussed Michael's career and path into investing for purpose. 

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November 2nd, 2021
 

This New York-based fund manager hates Alibaba but loves PayPal

Aravt Global's Yen Liow focuses on the payments sector and discount retail, as well as finding mid-size companies that can capture market share in niche corners of tech and other sectors. 

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November 1st, 2021
 

Manager Meetings: Hamish Corlett

Hamish Corlett, Co-Founder of TDM Growth Partners shares the TDM story going from $1m FUM to over $2b today on the Manager Meetings podcast.

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October 29th, 2021
 

The Rules of Investing Podcast: The biggest opportunity since the internet

In this episode of The Rules of Investing podcast, Nick Griffin discusses the decarbonisation opportunity and shares one stock that he believes is materially mispriced. 

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October 29th, 2021
 

Magellan High Conviction Strategy Update

Magellan Portfolio Manager Chris Wheldon provides an update on Magellan's High Conviction Strategy, discusses the recent news involving Facebook and outlines why he still likes the outlook for Alibaba.

 

 

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October 27th, 2021
 

How rigorous research built a $US141bn company, Moderna

Moderna co-founder Robert Langer says vaccine development for a range of diseases – not just Covid-19 – will be one of the biggest trends among biotechnology in coming years.

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October 27th, 2021
 

Early investors key to Moderna’s successful vaccine, says multi-billionaire co-founder

Professor Robert Langer, the billionaire co-founder of vaccine maker Moderna says that early investors in the biotech startup should share the credit for the development of the company’s coronavirus vaccine.

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October 27th, 2021
 

Moderna’s miracle and why mRNA is the new powerhouse of medicine

The powerful technology that has enabled mRNA vaccines to save millions of lives during the coronavirus pandemic has much broader potential, according Bob Langer, one of the co-founders of Moderna.

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October 27th, 2021
 

In The Know Podcast: Sir Frank Lowy, 'Trust your instinct'

Hamish Douglass speaks with Sir Frank Lowy AC, where he candidly shares his story, including mistakes he made along the way, the key character traits he thinks are necessary to become a business success, and the importance of remaining paranoid yet optimistic. 

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October 26th, 2021
 

CIO Insights - 25 October

Jargon free insights from our Chief Investment Officer. In today's update, Rory discusses this year's Sohn Hearts & Minds Conference and returning Conference Manager, Beeneet Kothari.

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October 25th, 2021
 

Why this tech stockpicker is patient on China, bullish on bitcoin

Conference Fund Manager, Beeneet Kothari admits it’s been a ‘bloodbath’ for Chinese tech stocks this year, but there are two good reasons he thinks the sentiment will shift.

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October 25th, 2021
 

Best green stocks for wealth growth in net zero era

The Australian shares how climate change is reshaping the world's stock market and delivering lucrative returns. Conference Fund Manager Nick Griffin explains how trillions will be spent over the next 30 years as the world converts to zero-carbon emissions.

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October 19th, 2021
 

CIO Insights - 18 October

Jargon free insights from our Chief Investment Officer. In today's update, Rory discusses the launch of the annual Sohn Hearts & Minds Conference, headlined by Charlie Munger, Vice Chairman of Berkshire Hathaway.

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October 18th, 2021
 

Hamish Douglass: Another stock headed for the trillion-dollar club

This Livewire article recaps the Magellan CIO, Hamish Douglass’s latest webinar, where he delivered some new insights while reiterating others – including his unapologetic approach to conserving capital and his Alibaba mea culpa.

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October 18th, 2021
 

Don’t follow the herd into the market abyss

In this AFR article, previous Conference Fund Manager, Jun Bei Liu discusses the sharemarket and finding incredible investment opportunities in contrarian ideas.

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October 17th, 2021
 

Ausbiz: Paradice's portfolio picks for a pullback

Paradice Investment's David Moberley spoke to ausbiz about positioning the fund's portfolio during periods of volatility, focusing on companies that have excellent management teams, strong balance sheets and that are trading at attractive valuations. 

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October 15th, 2021
 

Capital Allocators Podcast - Hamish Corlett

In this must-listen episode of The Capital Allocators podcast, Conference Fund Manager Hamish Corlett sat down with Ethan Berman to discuss the TDM Growth Partner story and how the firm grew from $1m FUM to over $2b today. 

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October 14th, 2021
 

Three stocks that give targeted exposure to a decarbonised world

Tribeca Investment Partners’ Tribeca Global Natural Resources (ASX: TGF) fund was featured in an article on nabtrade that shared three stocks offering investors exposure to decarbonisation.

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October 13th, 2021
 

Charlie Munger to headline Sohn Hearts & Minds 2021

Legendary investor Charlie Munger to headline Sohn Hearts & Minds 2021 conference.

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October 13th, 2021
 

Charlie Munger’s magic is in what he doesn’t do

Charlie Munger, who will headline this year’s Sohn Hearts & Minds Conference, places one quality above all else: patience.

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October 13th, 2021
 

How Warren Buffett’s trusted man Charlie Munger was won over

Charlie Munger, Warren Buffett's trusted man, to headline Sohn Hearts & Minds 2021 Conference.

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October 13th, 2021
 

Charlie Munger makes the cut for annual Sohn Hearts & Minds stockpicking conference

Charlie Munger, American billionaire investor and vice-chairman of Berkshire Hathaway to headline Sohn Hearts & Minds Conference.

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October 13th, 2021
 

Ray Dalio's 6 crucial themes for the next few years

When former Conference keynote presenter Ray Dalio, speaks, investors listen, especially when the world can't seem to decide what sort of year it's having. Learn about the six themes Dalio thinks will dominate the next few years.

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October 1st, 2021
 

Two big Aussie themes and 4 stocks on Regal's radar

In this Livewire article, learn key insights from Regal and the fund's positioning, including two big Aussie themes and four stocks on Regal’s radar.

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October 1st, 2021
 

In the Know Podcast: Building a world with a little more Yum!

In a new episode of Magellan’s In The Know Podcast, Hamish Douglass spoke to fast food company Yum! (NYSE: YUM) CEO David Gibbs about the brand’s 51,000 restaurants and how they managed the global shutdown. 

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September 27th, 2021
 

CIO Insights - 27 September

Jargon free insights from our Chief Investment Officer. In today's update Rory shares just how integral our core fund managers are and introduces two new beneficiaries.

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September 27th, 2021
 

Equity Mates: A crash course on large cap investments

Paradice's Julia Weng spoke with Equity Mates on Ausbiz about the fund manager’s large-cap investment portfolio, how to integrate ESG into your investments and her equities outlook for FY2022. 

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September 27th, 2021
 

Partnership with Swinburne & Cooper Investors

Swinburne has signed a transformational $1 million agreement with Hearts and Minds Investments Ltd and Cooper Investors supporting vital mental health medical research.

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September 23rd, 2021
 

Ausbiz: Jun Bei Liu on three stocks to buy in a sell-off

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. 

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September 21st, 2021
 

David Paradice on a winner with uranium stocks but China tech crackdown takes a toll

Small and emerging uranium-focused mining companies have surged in value this year. Learn how Paradice has taken advantage of the sector opportunities.

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September 20th, 2021


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