PRE TAX NTA |$3.78

Value as at close of business on 20 December 2024

 

Why this fundie is calling the peak for CBA shares

Jun Bei Liu is the lead Portfolio Manager at Tribeca Alpha Plus Fund and is set to present an investment idea at the Sohn Hearts & Minds Conference in Hobart on November 18.

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October 27th, 2022
 

‘Forget forecasts – focus on quality’, says Claremont Global chief Bob Desmond ahead of Sohn Hearts & Minds Investment Leaders Conference

Bob Desmond is making his first appearance at the 2022 Sohn Hearts & Minds Conference.

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October 24th, 2022
 

Regal hedge fund manager says resources stocks are still cheap

Regal’s hedge fund focused on the resources space has thumped the market and its top stock picker, Tim Elliott, says resources stocks are still cheap.

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October 24th, 2022
 

The Rules of Investing Podcast: Bob Desmond

Get to know new Conference Manager and Head of Claremont Global, Bob Desmond with this recent episode of Livewire’s The Rules of Investing podcast.

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October 21st, 2022
 

WEHI: Art of Science Online Exhibition 2022

WEHI has officially opened their interactive online exhibition, Art of Science, which features incredible biomedical images from WEHI researchers.

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October 21st, 2022
 

Volatility creates opportunity – the 5 ASX stocks we like right now

Tim Carleton of Auscap Asset Management delves into five of Auscap’s current holdings and breaks down the specific developments occurring within those companies.

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October 21st, 2022
 

PMRI: Digital Education Platform Project - Pain Management

PMRI is developing digital pain education to support the emerging, current and future health workforce and improve the lives of patients with chronic pain.

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October 20th, 2022
 

WaveStone Capital's Catherine Allfrey warns of profit downgrades to come as downturn hits

Catherine Allfrey of WaveStone Capital will be speaking at this year's Sohn Hearts & Minds Conference in Hobart, raising funds for medical research.

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October 17th, 2022
 

This fund manager thinks the RBA got it right in moderating rate rises

The WaveStone principal says retail will drop away but quality operators will find a way through. Catherine Allfrey will be speaking at this year's Sohn Hearts & Minds Conference. 

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October 17th, 2022
 

Forbes: Billion-dollar manager Jun Bei Liu on where she’s investing

Jun Bei Liu of Tribeca Investment Partners discusses long-short investing strategy, market volatility and the sectors she believes will see growth in the next 12 months.

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October 13th, 2022
 

‘He doesn’t negotiate’: Russia’s foreign enemy No.1 on what makes Putin tick

He is Russia’s anti-corruption crusader and oligarch hunter. But it’s Browder's title as Putin’s No.1 foreign enemy that bestows on him another label - consummate survivor.

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October 13th, 2022
 

It’s Trump I fear, says Putin’s nemesis

Bill Browder, once the largest foreign investor in Russia and the man behind the global Magnitsky justice campaign, says the US is the weakest link in the war in Ukraine.

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October 13th, 2022
 

This fundie fought Vladimir Putin. He says there can be no peace deal

Bill Browder, the fund manager who has become one of Vladimir Putin’s fiercest critics, says the Russian leader is increasingly desperate, but no less dangerous.

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October 13th, 2022
 

What stock will Sohn’s top picker choose next?

On November 18, Griffin – with $4.7bn under management at Munro Partners – heads to Hobart for this year’s face-to-face pitch to investors on his 2023 pick.

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October 4th, 2022
 

CIO Insights: The Business of Sport

Jargon free investment insights from our Chief Investment Officer. Today's update looks at the Business of Sport which will be discussed at the upcoming Sohn Hearts & Minds Conference and news dominating business channels.

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September 30th, 2022
 

Why this fundie doesn’t fear the Fed

In an article with AFR, James Miller of Firetrail Investments and 2022 Conference Manager goes into the US equity market correction and the stocks he’s looking to snatch up as well as steer clear of.

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September 29th, 2022
 

Equity Mates: Tim Carleton, Auscap Asset Management

Tim Carleton, founder of Auscap Asset Management and 2022 Conference Fund Manager sat down with Equity Mates to discuss his investment philosophy and what makes a great Australian company.

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September 29th, 2022
 

Phil King's top themes and some stock ideas to play them

Energy is a standout theme for Phil King, Chief Investment Officer of Regal Funds Management, who believes demand for natural resources will remain strong for years to come.

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September 19th, 2022
 

How venture capital and star power built one of sport’s hot new brands

When investor Kara Nortman and actor Natalie Portman decided to start a soccer team, they created a brand that has grabbed the sporting world’s attention.

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September 17th, 2022
 

‘Recession-proof’: Investment giants eye sport as an asset class

Sporting teams are becoming serious investments for billion-dollar global firms, as private equity funds eye off the sector’s growth potential and resilience to economic slumps.

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September 17th, 2022
 

Conservative Australian sports leagues are ‘letting investment opportunities pass them’

Australia’s sports leagues need to be more open to private equity investment or risk falling behind.

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September 17th, 2022
 

Talking Tech: Matt Berriman, Founder of RealVC

Matt Berriman, founder of RealVC and ‘The Business of Sport’ panellist at 2022 Sohn Hearts & Minds Conference discusses his entrepreneurial learnings and the parallels between sports and business.

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September 16th, 2022
 

VCCRI: 'Heart in a Box'

An Australian method of preserving donated hearts has boosted the number of successful transplants across the world, with new research demonstrating similar survival rates to traditional transplants.

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September 6th, 2022
 

VCCRI & Baker Institute: Why exercise is vital for heart health

VCCRI's Jason Kovacic and Baker Institute’s Andre La Gerche delve into the inner workings of elite athletes’ hearts and what this means for the general population.

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September 6th, 2022
 

Airlie National Roadshow 2022: Beware the dominant narrative

Airlie Funds Management held their National Roadshow where Portfolio Manager Emma Fisher discussed the pockets of value to be found in the market that investors often miss.

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September 6th, 2022
 

Airlie: It’s time to get ‘uncomfortable’ on Aussie stocks

Emma Fisher, previous Conference Manager and Portfolio Manager at Airlie Funds Management shares why it’s time to get ‘uncomfortable’ on Aussie stocks and go against the dominant market narrative.

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September 6th, 2022
 

Tribeca's reporting season 'hit' list

Jun Bei Liu of Tribeca Investment Partners discusses her overall impression of company earnings off the back of the recent reporting season and why looking ahead, corporates seem to be in good shape.

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September 5th, 2022
 

CIO Insights: Ready for lift-off

Jargon free investment insights from our Chief Investment Officer. Today's update looks at some of the biggest issues facing investment markets right now and the upcoming Sohn Hearts & Minds Conference.

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September 5th, 2022
 

WEHI: Say Hi to the life-saving impact of medical research discoveries

HM1 beneficiary Walter and Eliza Hall Institute recently released a video dedicated to the life-saving impact of long-term medical research discoveries.

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September 1st, 2022
 

The Global View: Volatility delivering the goods for stock pickers

Debuting at this year's Conference, Head of Claremont Global Bob Desmond talks about the investment opportunities presented by the current market volatility.

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August 31st, 2022


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