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 ahead of this year's conference in Hobart, Tasmania. Listen to the full podcast episode below.
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.


.avif)
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.Read Transcript
More Insights
Meet the 2023 Conference Managers
Following a rigorous global search, the Conference Fund Manager Selection Committee is pleased to share ten new managers for 2023.
Dan Loeb to headline Sohn Hearts & Minds
Famed hedge fund manager Dan Loeb has been named as one of the headline acts for next month’s Sohn Hearts & Minds philanthropic investment conference to be held in Sydney.

US Bank Run Has Slowed To A Walk, But Instability Remains
When Ravi Chopra reveals his stock pick at the prestigious Sohn Hearts & Minds conference at the Opera House in Sydney next month, it could well be a short bet on a US bank.
Two small caps: Propel Funeral Services (ASX: PFP) and Clarity Pharmaceuticals (ASX: CU6)
Get to know our 2023 Conference Fund Manager Rikki Bannan of IFM Investors who recently featured on the Equity Mates Media podcast.
How this hedge fund pulled off 2023’s ‘big short’
Last year, Ravi Chopra was travelling through Europe to shop his latest short idea to potential investors. “Financials are really all in the weeds,” he told The Australian Financial Review in an interview from New York.

Beware the pitfalls of investing in healthcare, says IFM boss
“Healthcare is often viewed as a stable, defensive sector to invest in, but in small caps that hasn’t necessarily proven to be the case,” she says in an interview ahead of her appearance at the Sohn Hearts & Minds Conference 2023.
Secret to a long life cheaper than you think celebrity physician Peter Attia reveals
Don't miss Dr Peter Attia who will speak at the Sohn Hearts & Minds Conference at the Sydney Opera House next month.

‘Volatility is opportunity’: why this manager loves shorting stocks
Angela Aldrich of Bayberry Capital Partners LP bet against Treasury Wine Estates at the top of the market and now she's preparing to make her next big call at this year's Sohn Hearts & Minds Conference.
Top fund managers share 11 stock picks for the long term
After a dramatic earnings season, fund managers, including Jessica Farr-Jones of Regal Funds and Kieran Moore of Munro Partners (HM1 Core Fund Managers), have shared some of their top picks for long-term growth.
Investors Sweeten On Hedge Funds As Rates Climb
After a decade of easy money pushing equity markets in one direction, Wall Street hedge fund manager Ricky Sandler says the return of volatility and higher interest rates is seeing money return to long-short strategies.

Stock Stars Look Under The Surface
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.
Top Ny Stock Picker Warns Inflation To Remain Above Pre-Covid Levels
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.
New Relic
New Relic was pitched by Ricky Sandler of Eminence Capital at the 2022 Sohn Hearts & Minds Conference.
More Podcasts
Understanding the 4 pillar framework underpinning a high conviction strategy
Listen to episode one with Chief Investment Officer Charlie Lanchester and TDM Growth Partners Investment Team Members Ed Cowan and Fraser Christie. They share their unique investment philosophies and delve into two high conviction stocks recommended for the HM1 portfolio.