Caledonia
High-conviction global long/short investor
Caledonia is global investment management firm that has been compounding capital for over 30 years. Managed by Co-Chief Investment Officers, Will Vicars & Michael Messara, Caledonia’s goal is to achieve high absolute returns over the long-term, through a concentrated long/short equity strategy with a focus on deep fundamental research & high conviction investing.
http://www.caledonia.com.au

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Influential New York-hedge fund manager Ricky Sandler returns to Australia to make a new pick at this year’s Sohn Hearts & Minds conference that will be held at the Sydney Opera House on November 17.
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Influential New York hedge fund manager Ricky Sandler of Eminence Capital returns for the 2023 Sohn Hearts & Minds Conference in Sydney and says no one is focused on picking interesting, idiosyncratic stocks.
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Off the back of reporting season, we have collated some feedback from our Fund Managers on some of the Australian listed companies in the HM1 portfolio.
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Travel is back on a roll but the best could be behind these two companies
Jun Bei Liu from Tribeca Investment Partners believes the travel industry could be the next to feel the pinch, with indications that the best times are in the rearview for Qantas and Flight Centre.
Munro Partners on stage at the Global Growth roadshow
Munro Partners' Chief Investment Officer, Nick Griffin and Portfolio Manager Qiao Ma recently presented at the Global Growth roadshow hosted by GSFM.
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Munro Partners' Chief Investment Officer, Nick Griffin recently appeared on Finding the Front podcast sharing his expertise in the world of global investing.
Global consumer and corporate resilience surprises everyone
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New Relic
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Regal's ultimate guide to microcap investing in 2023
Join Jessica Farr-Jones, Portfolio Manager at Regal Funds Management (HM1 Core Fund Manager), on Livewire Markets 'The Rules of Investing' podcast to hear about the world of microcaps.
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GSFM Conversations: Climate Change Investment Opportunities
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Could insulin come in a pill? How a molecule that mimics insulin may advance diabetes research
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Despite mixed investor opinions, Munro Partners (Core Fund Manager) remains a strong believer in Nvidia. They are standing firm in their investment and still consider it a solid buy.
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Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager) doesn't believe the Australian economy will nosedive into a hard landing in the next few months or years.