Equity Mates: Tim Carleton, Auscap Asset Management

September 29, 2022

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

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.

Posted

Conference

September 29, 2022

Equity Mates

Disclaimer: This material has been prepared by Equity Mates, published on Sep 29, 2022. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.

facebook

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

March 27, 2023

The imaginary nepotism that drives Carsales global growth

The long-term approach of Carsales (2022 Conference stock pick) and its CEO Cameron McIntyre has delivered big gains for investors. He reveals his secret to staying strategic.

March 12, 2023

Jun Bei Liu is not giving up on the China reopening theme

Tribeca’s Jun Bei Liu says China’s reopening is only getting started, and names five ASX stocks set to benefit.

January 18, 2023

Claremont Global: Investment Case for Nike

Equity Mates are joined by Head of Claremont Global Bob Desmond to discuss his 2022 conference pick, Nike. In the episode Bob unpacks the key metrics, the bull case and the bear case for Nike.

January 5, 2023

Why Transurban will always be one step ahead of inflation

Loathed by motorists, but loved by investors. Transurban came under focus when Catherine Allfrey nominated the roads operator as her top pick at the recent Sohn Hearts & Minds Conference.

November 18, 2022

Behind the mega-themes shaping top stockpickers

These are the mega-themes the smartest minds in the market are now firmly getting behind which they believe can help them deliver outsized profits.

November 18, 2022

Don’t rush to invest yet, fund manager tells Sohn event

Fund manager turned anti-corruption campaigner Bill Browder is advising investors to hang on to their cash until central banks stop raising interest rates and the cost of living starts to come down.

November 18, 2022

Fund managers go global for top Sohn conference stock picks over Aussie companies

SH&M had before Friday’s event made more than $40m in collective donations to medical research.

November 18, 2022

Fundies and billionaires party in Hobart

Two hundred of Australia’s best and brightest money managers, bankers and entrepreneurs toasted the seventh Sohn Hearts and Minds conference at David Walsh’s MONA.

November 18, 2022

Hearts racing: Rich listers rendezvous for speed-dating style stock picking

A room filled with 700 of the country’s financial luminaries and billionaires is a difficult place to pitch an investment idea but it’s a great place to raise money for charity.

November 18, 2022

How MONA’s David Walsh shocked our top stock pickers

Professional gambler and arts impresario David Walsh had a brutal message for successful top money managers – you may just be lucky.

November 18, 2022

Why Sohn’s top stock pickers want investors to play it safe

Top global money managers are telling investors to steer clear of companies that don’t make money and invest instead in unloved but profitable businesses.

November 17, 2022

Five years on, what are the best Sohn stock picks to date?

Some of the top fund managers in the country will on Friday pitch their best investment ideas to the Sohn Hearts & Minds conference.

November 17, 2022

Low debt counts for everything, says Perpetual’s Aboud

Perpetual’s top stock picker Anthony Aboud makes his money running against the crowd and this is why property trusts like Charter Hall are sitting right the top his list right now.

November 17, 2022

Perpetual’s Aboud says bet on balance sheets in turbulent markets

Perpetual’s Anthony Aboud says companies with strong balance sheets will finally be rewarded for their discipline in a time of global market upheaval.

November 16, 2022

How Gerry Cardinale of RedBird Capital tries to double his money investing in sport

The owner of AC Milan and a host of other soccer, cricket, baseball and ice hockey assets is trying to double his money in the ‘resilient’ asset class.

October 3, 2023

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.

No results found.

Please try a different search keyword or filter.