NewsBite

Why this fundie sold Meta and Alphabet but held Amazon and Microsoft

Joanne Tran
Joanne TranMarkets reporter
EmailLinkedInTwitterFacebook

Subscribe to gift this article

Gift 5 articles to anyone you choose each month when you subscribe.

Subscribe now

Already a subscriber?

Lachlan Hughes is portfolio manager of Swell Asset Management’s global fund. The Gold Coast-based boutique oversees about $100 million in assets.

What’s your take on investing amid the latest news on tariffs? Have you made any changes to your investments?

Loading...
Joanne Tran is a markets reporter for The Australian Financial Review in the Sydney newsroom. Connect with Joanne on Twitter. Email Joanne at jo.tran@afr.com
EmailLinkedInTwitterFacebook

Subscribe to gift this article

Gift 5 articles to anyone you choose each month when you subscribe.

Subscribe now

Already a subscriber?

License article

Read More

Latest In Equity markets

Fetching latest articles

Most Viewed In Markets

    The Australian Financial Review Magazine

    The 25 new watches you need to know now

    • Luke Benedictus and Bani McSpedden

    BOSS Financial Review

    From left: Chris Purdy, Accor vice president of corporate services and strategy for MEA APAC; Christina Ruiz, Sportsbet general manager of commercial content; Hayden Brass, chief executiv of Zea; Casey Tanks, Sime Darby Industrial Solutions chief financial office; and Felix Sekulla, National Australia Bank, executive of proprietary home loans for NSW and the ACT.

    Life & Leisure

    Koradhi played team sports in his younger years.

    Rich List

    Madeline Walker, Sue Walker, Camille Walker, Georgia Vesperman, Chad Walker and Professor Johnathan Clark at the Chris O’Brien Lifehouse cancer centre.

    Original URL: https://www.afr.com/markets/equity-markets/why-trump-tariffs-led-this-fundie-to-sell-meta-and-alphabet-20250402-p5lonm