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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.
Recap on our Australian portfolio holdings
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.
NEXTDC's Craig Scroggie is spending $1bn on an AI-fuelled future
Craig is incredibly passionate about the Australian tech industry, and believes there is more opportunity today than at any point in his three-decade career. Watch the full interview here.
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.
Paving a pathway in global growth equities
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
Qiao Mai of Munro Partners (Core Fund Manager) shares her insights about how the mix of corporate and consumer resilience is driving earnings resilience.
New Relic
New Relic was pitched by Ricky Sandler of Eminence Capital at the 2022 Sohn Hearts & Minds Conference.
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.
Bob Desmond is still seeing opportunities - and 2 stocks he has been buying
Bob Desmond, Head of Claremont Global recently featured on Livewire to discuss the strong performance from big tech stocks, as well as two other stocks within the consumer discretionary and healthcare sectors.
CommSec TV: Jun Bei Liu of Tribeca Investment Partners
Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager), speaks with Tom Piotrowski of CommSec about the factors influencing the market and company profits ahead of reporting season.
The only ASX stock with a return on equity of over 50%
Chief Investment Officer at Auscap Asset Management and HM1 Conference Fund Manager, Tim Carleton joins "The Rules of Investing" podcast hosted by Livewire Markets.
Behind the screens: The evolution of streaming services and the investment case for Netflix
In this intriguing episode Magellan’s Portfolio Manager, Arvid Streimann, and Sector Head of Finance and Technology, Ryan Joyce, dive deep into the dynamic world of streaming services.
GSFM Conversations: Climate Change Investment Opportunities
In a recent podcast, GSFM's CEO Damien McIntyre and James Tsinidis of Munro Partners (Core Fund Manager) tap into investment opportunities presented by climate change and delve into Munro's Climate Change Leaders Fund.
Investors on watch for the long-awaited consumer slowdown
Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager) is preparing for downgrades during reporting season.
Could insulin come in a pill? How a molecule that mimics insulin may advance diabetes research
WEHI researchers have answered a 100-year-old question in diabetes research: can a molecule different to insulin have the same effect?
Why you should buy shares in Johns Lyng Group
Core and Conference Fund Manager, Jun Bei Liu of Tribeca Investment Partners shares why she believes the company Johns Lyng Group is a unique and resilient investment opportunity.
The Artificial Intelligence Era
The semiconductor industry is entering its fourth phase - the Artificial Intelligence era. Over roughly 50 years, the semiconductor market has gone from a nascent industry to about the size of 500bn USD today.
The hidden gems in the Australian sharemarket
Jun Bei Liu of Tribeca Investment Partners shares her insights with The Australian Financial Review on where investors can uncover hidden gems in the Australian market for potential growth and profitability.
How this quality global manager is still finding opportunity in today’s market
Despite the volatility of markets, Bob Desmond, Head of Claremont Global and Conference Fund Manager is still finding opportunities and quality companies trading at attractive prices.
Investors can’t agree how to value the world’s hottest stock
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.
Stock pickers bet the field in slowing domestic market
Fund managers have batted away fears of an inflation-led recession, with Qantas, Seven Group and Treasury Wines named among the best investments by Australia’s top stock pickers.
Where Auscap sees value in the unloved sectors of the ASX
Chief Investment Officer of Auscap, Tim Carleton dives deep into the current market, shedding light on some of Auscap's favoured stocks including his 2022 Conference stock pick, Carsales.
GSFM Conversations: Munro Partners discuss growth equities
Damien McIntyre, the CEO of GSFM, chats with Munro Partners' Portfolio Manager Kieran Moore to discuss the current investment environment and several areas of interest that have Munro's team excited.
Top stocks for today's markets (and why Jun Bei Liu believes the ASX will head higher in 2023)
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.
