Yesterday
Veteran fundie’s lessons from 20 years of beating the market
Brisbane-based DNR Capital’s Australian equities strategies boast long-term track records of beating the market. Jamie Nicol reveals how.
- Tom Richardson
This Month
Fund manager turns board whispering into stellar gains
Working closely with boards has helped Tanarra Capital’s Long Term Value fund realise sizeable returns, explains portfolio manager Vidhur Rangaswamy.
- Updated
- Richard Henderson
Fundie bets on ‘anti-Amazon’ to power impact fund
Hari Balkrishna is bullish on the portfolio’s holdings, including Shopify, despite recent losses: ‘I think it’s worth about four times what it is today,’ the T. Rowe manager says.
- Richard Henderson
Why this contrarian fundie goes where the market fears to tread
MFS Investment Management’s Anne Christine “AC” Farstad finds profitable return opportunities before “the herd” arrives at the same conclusion.
- Vesna Poljak
April
Global value guru turns to energy, tech to scour for bargains
Brad Kinkelaar, senior portfolio manager for Perpetual-owned value shop Barrow Hanley, is backing oil and Chinese tech companies.
- Richard Henderson
Building a portfolio of inflation, recession-proof stocks
Lanyon’s Nick Markiewicz has cut the global fund’s cash holding, beefed up its investment in oil and gold stocks, and added to positions in Alibaba and Tencent in recent weeks.
- Alex Gluyas
March
Why this fundie likes Wyndham Hotels, Atlantia and Ametek
Quality and growth are great but they don’t come cheap, says Milford’s Alexander Whight, who is not afraid of ideas that require more work but pay off handsomely.
- Vesna Poljak
The strategists who wake up Australia’s financial markets
With almost 10,000 daily listeners, NAB’s Morning Call podcast has become a default part of the early routine of many financial market professionals and business people.
- Updated
- Cecile Lefort
How this investor beat China’s tech crackdown
As China’s regulatory blitz intensified, Mingshi pivoted from mega-cap stocks to outperform the blue-chip index by more than 25 per cent.
- Alex Gluyas
The fundie seeking stocks that will outperform for the next 40 years
It’s been a tough journey for lawyer-turned-fund manager Peter Phan, from being born poor in a Malaysian fishing village to running his business Castlereagh Equity.
- Tom Richardson
February
Perennial’s Bruce says value is rarely found in the bargain bin
The sweet spot for the fund manager is somewhere between the structurally challenged stocks and the high-flying ‘hopes and dreams’ shares.
- William McInnes
Quality stocks have nothing to fear from inflation
The correction in highly priced stocks has ‘nothing to do with the outlook for the domestic economy’, says Tim Carleton, who insists the outlook is bright.
- Vesna Poljak
The disruption strategy that outgrew Tesla
“Netflix isn’t over, not by a country mile,” says Loftus Peak’s Alex Pollak, who also likes semiconductors – helping realise 25 per cent returns a year since inception.
- Vesna Poljak
Rajiv Jain’s contrarian tech bet pays off for GQG
As tech stocks soared in 2021, the firm’s co-founder shifted exposure away from the sector and towards energy shares in a move that has proved to be a masterstroke.
- Alex Gluyas
January
How India helped this fundie return 52pc last year
Mugunthan Siva has been running the India Avenue fund since 2016, and has learned a lot about spruiking the nation’s story to Australian investors in that time.
- Jessica Sier
RC Global’s Chen on making money from the energy transition
Roy Chen, whose main fund returned 16.8 per cent last year, explains why he likes US hydrogen producer CF Industries, Thailand’s Energy Absolute, as well as Schneider Electric, UPS, and Linde.
- William McInnes
The fundie searching for the next Fisher & Paykel
SG Hiscock’s Rory Hunter is invested in some of the most innovative medical technology stocks in the world, but his path to funds management wasn’t traditional.
- William McInnes
Why Daimler is the next Tesla and other tips from Alphinity
Alphinity’s Mary Manning explains why the Mercedes Benz maker is her pick of the legacy car manufacturers and why luxury brands and music are worth investing in.
- Vesna Poljak
The pianist who learnt to read the RBA
Economist Gareth Aird doesn’t have too much time for his music these days, but still aims to strike the right note with his messaging.
- Cecile Lefort
December 2021
How a simple investment process led to Facebook, Moderna
Axiom Investors’ Bradley Amoils employs a clever process that has allowed the fund manager to find some early gems.
- William McInnes
