PRE TAX NTA |$3.41

Value as at close of business on 25 October 2024

 

The Florey: What is 'Zoom Fatigue' and how to avoid it

The Florey has recently published new research that sheds light on the phenomenon of “zoom fatigue” – yes it’s a real thing! Listen to this podcast episode as Professor Bernhardt explains what it is and how to prevent it.

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February 20th, 2022
 

CIO Insights: It’s a marathon, not a sprint II

Jargon free insights from our Chief Investment Officer. This week Rory looks at how, through volatile times, quality companies have a way of rising to the top.

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February 18th, 2022
 

Equity Mates: Nick Griffin, Munro

Nick Griffin discusses the investing journey of the world reaching net zero. Nick explains how climate change is one of the biggest structural changes happening in the world today and some of the companies that they're looking at within the four sub-trends of climate.

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February 10th, 2022
 

On the Couch: Nick Griffin, Munro Partners

Munro Partners’ Nick Griffin and James Tsinidis join Henry Jennings on the On the Couch Podcast to discuss inflation rates, the Fed and decarbonisation as the next big structural change. 

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January 28th, 2022
 

CIO Insights: It’s a marathon, not a sprint.

Jargon free insights from our Chief Investment Officer. In today's update, Rory writes about our core portfolio which represents 65% of our invested capital.

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January 28th, 2022
 

In the Know: Prudence in Volatile Times

In the latest episode of the In the Know Podcast hear a panel discussion with senior members of Magellan’s investment team looking back at the extraordinary year of 2021, and towards the year ahead. 

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January 24th, 2022
 

CIO Insights: A bumpy start to 2022

Jargon free insights from our Chief Investment Officer. In today's update, Rory explains the bumpy start to 2022.

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January 21st, 2022
 

Livewire: Jun Bei Liu's extraordinary journey

Former Conference Manager Jun Bei Liu is featured in an episode of Success and More Interesting Stuff. The episode explores how she worked her way up the ranks from humble beginnings to managing close to $1 billion for Tribeca.

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January 19th, 2022
 

Livewire: 21 funds the professionals would invest in

In this Livewire's 2022 Outlook Series episode hear from some of our Conference Managers on the Fund Manager they would trust to manage their money. 

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January 19th, 2022
 

Howard Marks: Selling Out

Howard Marks considers one of investing’s most fundamental questions: when to sell. Howard explains that it’s foolish to sell because prices are up and because they’re down – and why, most of the time, staying invested is ultimately “the most important thing.”

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January 13th, 2022
 

Howard Marks: Why holding onto stocks is so hard

Former Conference Manager, Howard Marks of Oaktree Capital tackles the challenge in a “buy low, sell high” strategy in his latest memo. Livewire's examines some of the key points. 

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January 13th, 2022
 

Livewire: 8 of the best stocks to buy in a sell-off

In this Livewire's 2022 Outlook Series episode hear insights from some of our Conference Managers as they share stocks they would buy in the case of market weakness.

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January 12th, 2022
 

Tech Sell Off, Bubble Comparisons, China | In the Know with Cathie Wood

In the latest episode of "In the Know", Former Conference Manager, Cathie Wood of ARK Invest weighs in on the tech sell off, innovation stocks, China, the tech & telecom bubble. 

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January 8th, 2022
 

Livewire: The #1 stock picks for 2022

Livewire's 2022 Outlook Series features insights from some of our Conference Managers as they share their most compelling predictions for the year ahead. 

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January 7th, 2022
 

TDM Podcast: Culture as a Product

Scaling Up Podcast has released a People and Culture Mini Series. In this episode Ed Cowan speaks with the CPO of Asana, Anna Binder. The conversation gives insights into what has enabled Asana to scale so effectively. 

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January 1st, 2022
 

In the Know Podcast: The coming 'viral blizzard'

Magellan’s Chairman and CIO Hamish Douglass speaks with one of the world’s foremost epidemiologists, and a member of President Biden's Transition COVID-19 Advisory Board, Dr Michael Osterholm. 

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December 23rd, 2021
 

Livewire's Success and More Interesting Stuff: Geoff Wilson

This episode of Success and More Interesting Stuff features Wilson Asset Management's, Geoff Wilson. The episode dives into some of the key steps taken that made Wilson and his company such a success. 

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December 22nd, 2021
 

Livewire: Buy Hold Sell - 5 stocks with sparkling New Year's resolutions

Previous Conference Manager, Tribeca's Jun Bei Liu analyses three businesses with big plans for 2022 and names two winning stocks with big plans for the year ahead.

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December 17th, 2021
 

Five global trends point to buys and sells for 2022

A VGI Partners Senior Investment Analyst discusses five opportunities, three buys and two sells in light of expected market developments for 2022.

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December 16th, 2021
 

CIO Insights - 13 December

Jargon free insights from our Chief Investment Officer. In today's update, Rory discusses the annual conference and provides a summary of the conference portfolio.

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December 13th, 2021
 

Livewire: Buy Hold Sell - 3 Christmas specials and 2 for a turnaround

In this Livewire Christmas special, previous Conference Manager, Tribeca's Jun Bei Liu share her thoughts on five beaten-down stocks ready for a turnaround in 2022.

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December 10th, 2021
 

Charlie Munger and stock picks at the Sohn Conference

Firstlinks gives the highlights from Charlie Munger and a summary of the selected stocks at the annual Sohn Hearts & Minds Conference.

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December 4th, 2021
 

Cota Capital: Knowledge is the Ultimate Capital with Infinite Possibilities

In this episode of Founders in 15, Lily Sarafan sat down with co-founders, Babak Poushanchi and Bobby Yazdani to discuss the Origins of Cota Capital.

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December 4th, 2021
 

Regal Funds founder Phil King’s short share tips

An experienced investor with a track record of short selling, King will be the only fund manager on the day tipping a short stock at the annual Australian Sohn Conference on Friday.‍

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December 3rd, 2021
 

Regal’s Phil King shorts GameStop in tactical shift

Regal Funds Management has upended its short selling approach to combat the pressures of a rising bull market, focusing on share price blips, according to chief investment officer Phil King.

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December 3rd, 2021
 

Hamish Corlett picks Spotify as his top stock again at Sohn Hearts & Minds Conference

Hamish Corlett is the only stock picker in the history of the Sohn Hearts & Minds Investment Conference to pitch exactly the same company twice.

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December 3rd, 2021
 

Sohn Hearts and Minds: The Australian Fund Manager Coverage

Leading fund managers reveal their top stock picks for the year ahead at the Sohn Hearts & Minds Conference. Read The Australian live coverage.

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December 3rd, 2021
 

Sohn Hearts and Minds: AFR Professor Langer Coverage

Professor Robert Langer, Co-Founder of Moderna presented at the sixth annual Sohn Hearts & Minds Conference. Read AFR live coverage.

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December 3rd, 2021
 

Sohn Hearts and Minds: AFR Charlie Munger Coverage

Charlie Munger, Vice Chairman of Berkshire Hathaway presented at the sixth annual Sohn Hearts & Minds Conference. Read AFR live coverage.

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December 3rd, 2021
 

Sohn Hearts and Minds: AFR Fund Manager Coverage

13 of Australia’s leading investors revealed their top stock picks for the year ahead as part of Australia’s philanthropic and global thought leadership conference. Read AFR live coverage.

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December 3rd, 2021


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