Value as at close of business on 1 November 2024
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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.
Jargon free investment insights from our Chief Investment Officer. Today's update looks at disruption and transition in the market cycle.
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.
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.
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.
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.
Remarkable, Australia’s first disability-tech accelerator made possible by Cerebral Palsy Alliance, has released a video sharing the innovative products developed by the 2022 cohort.
David Wright, HM1 Investment Committee Chairman and CEO of Zenith Investment Partners, speaks to how the finance industry has evolved over the span of his 30-year career.
Emma Fisher of Airlie Funds Management discusses how she got into investing and why a Finance degree is not necessary to become a successful player in the field.
Tim Carleton, Co-Founder of Auscap Asset Management, breaks down the root causes behind the current global spike in inflation and why investors should remain optimistic.
Black Dog Institute’s art-based researcher Professor Katherine Boydell is starring in an ABC documentary series, Space 22, hosted by Natalie Bassingthwaighte. The series follows those with lived experience of mental ill health.
Jun Bei Liu of Tribeca Investment Partners recalls her first encounter with the stock market as a teenager in Shanghai and how it has shaped her to become a lead portfolio manager.
Victor Chang Cardiac Research Institute Professors Peter Macdonald and Bob Graham believe so.
Magellan’s latest In the Know podcast episode covers the digital payments revolution with VISA Vice Chairman and CFO Vasant Prabhu.
Jargon free insights from our Chief Investment Officer. Today Rory shares some great insights from Ray Dalio, previous conference keynote speaker.
TDM Manager, James Revell, dives deeply into the importance of values on effective scaling, and a helpful framework for companies to not only set, but refresh their values as and when needed.
Researchers at WEHI have developed a way to potentially reduce the toxic side-effects of a type of immunotherapy, in findings that could overcome the pioneering treatment’s biggest limitation.
Howard Marks' latest memo explores recurring investment themes to contextualise the current market correction and the bull market that preceded it.
Jargon free insights from our Chief Investment Officer. Today's update looks at the changing political and economic landscape.
An in-depth conversation with Core Fund Manager Peter Cooper, on the Finding the Front podcast.
In this edition of Livewire's Fund in Focus, Nick Griffin of Munro Partners delves into how they are tackling the investment opportunities within the decarbonisation space, a multi-trillion dollar challenge.
Phil King joins David Clarke for a special episode of Inside the Rope, to celebrate 100 episodes. Panellists discuss some of the most challenging markets they have faced to date, as well as where they are seeing opportunities today.
Jargon free insights from our Chief Investment Officer. Today's update takes a look at volatility and the current 'macro anxiety' being felt by investors.
Long-time Conference Fund Manager Nick Griffin of Munro Partners with Climate Co-Portfolio Manager James Tsinidis to discuss what they think is the next big S curve.
Hamish Corlett of TDM joined the Business Breakdown podcast to help break down Block including what has enabled Block to organically build two major ecosystems in Square and Cash App and how the recent Afterpay acquisition can strengthen the businesses.
Magellan's latest episode of In the Know shines a light on Russia's invasion of Ukraine, which has sent geopolitical and economic shockwaves around the globe, creating new risks to the investment outlook.
Jargon free insights from our Chief Investment Officer. Today's update is about transparency within our core portfolio.
Howard Marks' recent memo looks at the Pendulum in International Affairs explaining why companies’ and countries’ behaviour may be swinging away from globalisation and toward onshoring.
Munro Partners have launched their own podcast: Invest in the Journey. For their first episode, the three Founding Partners, Nick Griffin, John Spensley and Ronald Calvert share why they started Munro Partners.
Jargon free insights from our Chief Investment Officer. This week Rory looks at how the world has changed, and where there's some shoots of positivity.