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Monday fundie

February

Sean Sequeira, portfolio manager, Australian Eagle.

Why this fundie would rather get it wrong than sell too soon

Australian Eagle’s Sean Sequeira is optimistic about Silex Systems and Dexus, but regrets selling Technology One too early.

Global Equity Portfolio Manager Peter Rutter, Life Cycle Investments.

Global stockpicker Peter Rutter ponders future of AI riches

Peter Rutter and his team are back in Australia, and they are trying to solve the investing question of our time: data centres or software?

Guy McKellar, Portfolio Manager of Tribecca for the investment firm’s Nuclear Energy Opportunities Strategy.

‘Very high risk, very volatile’: Why this fundie went nuclear

The Chinese AI upstart DeepSeek is the latest event to send uranium stocks sinking. But this long-time energy market guru says investors have little to fear.

“I’ve gotten to know successive CEOs at Challenger, so there’s a level of corporate familiarity with those guys,” Margolin says.

Ex-L1 fundie catches big fish with rival long-short strategy

Lev Margolin managed a similar fund at his old employer for seven years before starting his own. The stellar performance has caught the attention of Fidante.

January

Portfolio manager Jun Bei Liu and ex Commonwealth Bank Private CIO Jason Todd have launched a new fund together.

Jun Bei Liu ready to open doors of new start-up

The star stockpicker and her co-founder, Jason Todd, have struck out on their own with new investment firm TenCap.

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Tim Toohey at Yarra is tipping an interest rate cut as soon as next month.

Why Tim Toohey is switching to cash

Tim Toohey from Yarra Capital says fewer RBA board meetings will mean less policy agility to react to monetary turning points.

Al Clark says Colonial First State is preparing for a new regime where things start to ’misbehave”.

How this $159b fund is profitably riding the ‘untethered’ sharemarket

Colonial First State’s head of investments Al Clark says a sharemarket bubble is brewing. But rather than selling, it is staying invested and ready for “damage control”.

December 2024

The best of Monday Fundie 2024.

CBA, the next 10-bagger, founder woes: The best of Monday Fundie 2024

The fund manager profiles that resonated the most with readers this year were rich in speculative stock tips, but it’s the deep insights that have made this column a hit.

Roland Houghton was ecstatic when Life360 announced a new revenue stream.

How Milford trebled its money on this ASX tech darling

Fund manager Roland Houghton talks Life360, painful trades, and what he’s expecting for the year ahead.

Kiril Sokoloff.

This market guru learnt from Buffett and Soros. These are his big bets

Kiril Sokoloff has been calling market turning points for half a century. While he’s looking for his next big prediction, here are three of his current picks.

November 2024

Pengana Emerging Companies Fund portfolio managers Ed Prendergast and Steve Black

Meet the ‘emotionless’ fundies that keep outperforming

Pengana portfolio managers Ed Prendergast and Steve Black don’t agree on everything, but after 20 years, the pair continue to outperform the markets.

Richard Coppleson of Bell Potter Securities in Sydney.

The world according to Coppo and why he thinks MinRes is a ‘screamer’

The sharemarket veteran talks the best and worst calls of his career, what he’s been buying and selling, and where to next for the ASX mining giants.

“It’ll cost around $50 trillion to $100 trillion to decarbonise the planet over the next 50 years, so that’s a lot of revenue for companies enabling the transition,” Griffin says.

This climate fund returned 74pc while preparing for Trump

As climate stocks plunged on news Donald Trump will be president, Munro Partners’ Nick Griffin remained unflappable as its climate fund extended its rally.

A hedge fund manager’s four tips for avoiding death by shorting

“Stocks that are 80 or 90 per cent down, they can get just a little bit of good news and then double,” Plato’s David Allen warns hedge fund hopefuls.

October 2024

Rob Osborn is optimistic about Domino’s Pizza.

The investment firm with no stars that resents ‘frothy’ markets

Lazard Asset Management’s Rob Osborn has an enviable track record of market-beating returns. As sharemarket highs tumble, he’s sitting out winners like Guzman y Gomez.

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Chris Kourtis, portfolio manager at Ellerston Capital, is on a hot streak.

Chris Kourtis is on a winning streak. Here’s his next ASX pick

The renowned value investor is preparing his stock selection for the Sohn Hearts & Minds Conference. It’s not Star Entertainment.

Janus Henderson’s Darko Kuzmanovic says China’s stimulus boost will no longer be a huge driver of iron ore and coal profits.

This mining fundie says lithium is a better bet than iron ore

Janus Henderson’s Darko Kuzmanovic says China’s stimulus boost will no longer be a huge driver of iron ore and coal profits. He’s looking at battery mineral stocks instead.

IML’s Daniel Moore.

Why CSL’s earnings outrun CBA, according to this value investor

Investors Mutual’s Daniel Moore says there aren’t too many ASX-listed companies like blood plasma giant CSL that can compound their earnings at such a rate.

September 2024

Northcape Capital’s Fleur Wright is speaking at the Sohn Hearts & Mind Conference in Adelaide this year.

Missed out on Nvidia and Ozempic? This fundie says it’s never too late

Northcape Capital’s Fleur Wright may have missed out in the early AI and GLP-1 investor frenzy, but she made other good calls that were perfectly timed.

Andrew Mitchell predicts that Life360  is on its way to be a 10-bagger.

Ophir’s prediction for the ASX’s next 10-bagger

Shares in a2 Milk, Afterpay and Northern Star earned the coveted status for Ophir and its co-founder Andrew Mitchell. He predicts Life360 will be next.

Original URL: https://www.afr.com/topic/monday-fundie-1mp4