Jargon free insights from our Chief Investment Officer. In today's update Rory explains how we manage our Conference Portfolio. 

Airlie's Emma Fisher discusses four ways to reduce risk and shares outstanding companies to create long term wealth.

Nick Griffin of Munro Partners provides an update on HelloFresh, his 2020 Sohn Hearts & Minds Conference Recommendation. He shares why he still stands with the stock.

Conference Fund Manager, Emma Fisher of Airlie Funds Management speaks with Alicia Barry on ABC’s The Business about Airlie’s market outlook and finding value in times of risk and uncertainty.

Tribeca Investment Partners’ Jun Bei Liu spoke with with Ausbiz about how a market sell-off provides opportunities and the three stocks she would be buying in a sell off. 

Hamish Douglass, Magellan Chairman and CIO, joins David Clark on the Inside The Rope podcast. Hamish references some of the world's greatest investors and discusses the impact these legends have had on his own approach to investing.

Munro's James Tsinidis talks to the AFR about how the three tailwinds of Companies, Governments and Countries are converging for the race to net zero, stating climate change is "the biggest investment opportunity since the internet".

On the In The Know podcast, Hamish Douglass spoke to Jay Brown, CEO of Crown Castle, America’s largest provider of communications infrastructure. They discuss expansion, the risks and opportunities in new communications technology and Crown Castle’s unique business model.

In a fun four-minute video, Core Manager TDM Growth Partners 
explains how they think about valuation when investing in public and private companies and give some insight into how they look at compounding capital at high rates of return and 'fair value'.

Jargon free insights from our Chief Investment Officer. In today's update Rory discusses the HM1 Annual Report and key portfolio holdings. 

In this AFR article, Jun Bei Liu shares her learnings from the latest reporting season, asking "what are we actually paying for those blue chip COVID-19 winners"?.

Jargon free insights from our Chief Investment Officer. In today's update Rory discusses the ongoing uncertainty in China and how Conference recommendation Treasury Wines has faired.

Florey researchers have partnered with engineers from ANU to develop and study a new type of hydrogel that could radically transform a novel stem cell treatment for Parkinson’s disease.

In this Livewire article, Jun Bei Liu explores the compelling duopoly in one of Australia's favourite sectors: Property.

Jargon free insights from our Chief Investment Officer. In today's update Rory discusses the changing investment landscape in China and shares an update from the Black Dog Institute.

Prof Ian Hickie, of the Brain and Mind Centre has launched a podcast, Minding Your Mind, to explore all aspects of mental health; the different types of mental health issues we can experience, their causes, how they affect us, and what we can do to get help and find solutions.

Emma Fisher of Airlie Funds Management speaks with David Clark on Inside the Rope podcast. The discussed Emma’s investment journey, key influencers in her career and some of her best winners, and losers.

Victor Chang scientist has led landmark research that has the potential to stop arteries of the heart from becoming clogged by targeting a particular gene.

Key highlights from Caledonia’s June quarter update, where the fund manager discussed its high-conviction stock picks such as Just Eat Takeaway.com and Genius Sports, plus how the company is taking advantage of initial public offering opportunities on the horizon. 

Emma Fisher tells a (mostly) good news story as she reflects on the last 12 months outlining three risks currently facing the market. Plus, some observations from her recent travels and the stocks to play them. 

Airlie's Portfolio Manager, Emma Fisher speaks with CEO of Wesfarmers, Rob Scott to discuss his first decisions in charge, what he looks for in acquisitions and why he made 'entrepreneurial spirit' a Wesfarmers value.

Jargon free insights from our Chief Investment Officer. In today's update Rory shares key takeaways from Magellan's Annual Letter to investors.

Cooper Investor’s Global Team leaders share the unique origins and performance of their Family and Founders Fund, which is focussed on companies that have families and founders with significant ‘soul in the game’.

Jargon free insights from our Chief Investment Officer. In today's update Rory explains why our fund manager's stop loss policies are our stop loss policy. 

New research out of Victor Chang brings treatment for Australia’s biggest killer a step closer, this exciting discovery could lead to new preventative treatments for atherosclerosis and coronary artery disease.

Firetrail's Blake Henricks shares one of the most compelling opportunities on the ASX today explaining why this business presents a compelling investment opportunity with the potential to unlock shareholder value.

Jun Bei Liu shares the investment case for six stocks that have been impacted by the recent lockdowns and opportunities in the reopening trade for sectors such as retail, travel, and the housing market.

Insight into how the TDM Growth team think about generational businesses and building a thesis for 10+ year investment opportunities, in particular how they apply their “what do you need to believe” thinking, using Peloton as a case study.

Paradice Investment Management's Nick Varcoe discussed ESG investing in an episode of The Alpha Females Invest podcast and explained some of the frameworks and tools the fund manager uses to integrate socially responsible investing within the business.

Paradice portfolio manager Julia Weng shares how a stint in managing two of her own artisan bakeries made her a better analyst and portfolio manager and explains Paradice’s investment process.