Value as at close of business on 1 November 2024
Price delay - 20mins
COVID-19 may have stopped tours of Victor Chang's Innovation Centre but it certainly hasn’t slowed their scientists from making new discoveries as shown in this video with Sky News Australia.
TDM's Andy Simon breaks down their recent memo with Equity Mates, sharing TDM’s thoughts on the recent correction in growth companies, where to from here and why they are confident this is not “2000 all over again”.
Jargon free insights from our Chief Investment Officer. This week we are pleased to announce a 13.5c/share fully franked dividend and our latest 6-monthly donation.
This video features Professor Nadia Badawi AM, Professor Alistair McEwan, Paul Rayson and others discussing the incredible impact our partnership will have.
We’re excited to announce a new partnership with the Cerebral Palsy Alliance and are proud to be supporting this important research.
Nick Griffin joined Chris Judd on Talk Ya Book where they discussed how Munro is betting on the “companies that are best positioned to champion and win” from decarbonisation.
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.
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.
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.
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.
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.
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.
Jargon free insights from our Chief Investment Officer. In today's update, Rory explains the bumpy start to 2022.
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.
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.
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.”
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.
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.
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.
Livewire's 2022 Outlook Series features insights from some of our Conference Managers as they share their most compelling predictions for the year ahead.
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.
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.
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.
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.
A VGI Partners Senior Investment Analyst discusses five opportunities, three buys and two sells in light of expected market developments for 2022.
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.
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.
Firstlinks gives the highlights from Charlie Munger and a summary of the selected stocks at the annual Sohn Hearts & Minds Conference.
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.
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.
