Value as at close of business on 20 December 2024
Price delay - 20mins
Core Fund Manager, Hamish Douglass talks with Alicia Barry on ABC's The Business about his investment strategy in a COVID world.
His firm may have missed out on a potential billion-dollar position, or even payday, from the GameStop phenomenon, but David Paradice insists he’s “sleeping very comfortably at night”.
Magellan Financial group, manager of a $15 billion global equities strategy, has raised its risk rating on Chinese tech stocks but says they are still fundamentally undervalued.
Core Fund Manager, David Paradice discusses his investment journey, crucial lessons he's learnt and how he once enjoyed a laugh with the Queen of England!
Qiao Ma from Cooper Investors chats with our friends at Equity Mates about her first investment, Cooper Investors' investment philosophy and the investment thesis behind her conference pitch.
MS Research Australia is the largest non-government funder of research into multiple sclerosis (MS). They have invested over $44.3m into MS research via major collaborative research platforms and investigator-led projects.
In this episode of Equity Mates hear from Core and Conference Manager Hamish Corlett, Co-Founder of TDM Growth Partners. The guys cover a lot in this episode, be sure to take a listen!
In this episode of TDM's Scaling Up podcast you'll hear from Hamish Douglass on the power of compounding and how he scaled Magellan from humble beginnings to now an ASX 100 listed company.
We've partnered with Equity Mates Media, Australia's number one finance and investing podcast, to do a series of interviews with our Fund Managers. For easy listening, all of 2020 episodes are here in one place.
MS Research Australia has a message of thanks to the Hearts and Minds Community for the support we provide them and their research to Stop and Reverse MS within the next 10 years.
In this podcast, Jun Bei Liu discusses the re-opening trade and how to get exposure to it and how the ‘barbell’ approach helps to maximise returns while managing risk.
Qiao Ma says her stock pitch for the Sohn Hearts & Minds Conference on Friday belongs to an industry that will “make people cringe”. That isn’t deliberate but it will prove her point that management trumps all else.
Hamish Corlett, Founder of TDM Growth Partners discusses TDM's commitment to helping support Australian charities including the win-win nature of Hearts & Minds and why he's proud to be involved.
Nick Griffin of Munro Partners join the Equity Mates Podcast to talk about Nick's investment management style and process, why he loves being involved with Hearts and Minds and what goes into preparing his Conference pitch.
David Moberley of Paradice discusses how he seeks to combat the concentration found in Aussie equities by adding short selling to his toolbox. David shares his ‘four bucket’ strategy to identifying a company to short, and details the pros and cons of this investment approach.
Robert Luciano of VGI Partners talks to Livewire about why investors need to recalibrate their thinking and shares his approach to finding quality companies.
Cathie Wood of ARK Invest, known for her focus on innovation and disruptive technologies, publishes an annual report highlighting the latest developments in innovation for the coming year. Read five “bad ideas” that investors should be aware of.
Overall, the outlook for equities looks very attractive regardless of who controls the White House writes Jun Bei Liu of Tribeca Investment Partners. Read her thoughts on why the US election is a win-win for equities.
Our CIO Rory Lucas recently sat down with the Equity Mates Podcast to talk all things Hearts and Minds.
David Moberly of Paradice Investment Management talks to Livewire about investing with a COVID-19 vaccine and some of the sectors to benefit from a positive development.
Howard Marks of Oaktree has launched his podcast The Memo. On the podcast, Marks narrates his widely read memos - a reflection on the investment landscape and general business insights.
Dr Craig Collie of Regal Funds Management joins David Clark on the Inside the Rope Podcast to discuss his career to date, COVID-19 and in particular the process behind developing a vaccine and the associated economic outcomes of being successful in doing so.
Cardiovascular disease is the number one cause of death globally and costs the Australian economy $12 billion each year. Every 12 minutes, one Australian dies from the disease. This is why the Victor Chang Cardiac Research Institute is dedicated to finding cures through their world class research.
Jun Bei Liu of Tribeca Investment Partner spoke with CommSec’s Tom Piotrowski about her year-end outlook for the Australian economy and share market.
In episode two of Magellan’s In the Know Podcast, Hamish Douglass chats to Kevin Johnson, Starbucks President & CEO about a range of topics.
LICs appeal to Australian investors wanting reliable fully franked dividends. But many traded at a discount to net tangible assets which has prompted widespread rationalisation.
Professor Pat McGorry, Executive Director of Orygen has a message of thanks to Cooper Investors and HM1 shareholders for the support we provide them and their research into the mental health of young people.
Swinburne’s Centre for Human Psychopharmacology is honoured to have been selected by one of Hearts and Minds’ fund managers, Cooper Investors, as a recipient of funding.
Australia urgently needs to prepare for a "silent wave" of COVID-19, which appears to be taking the form of long-term neurological side effects following infection with the virus.
Qiao Ma, Portfolio Manager at Cooper Investors, talks to Livewire about investing in Asia and hunting for the 'next big thing'.