This Month
Here’s how this fundie is making money from the land
Warakirri’s Steve Jarrott is looking to buy up more agricultural land just as farmers enjoy the fruits from the US-China trade wars.
May
Tribeca boss on life after Jun Bei Liu (plus 4 ASX stock picks)
David Aylward reveals his recent bets, and he is most bullish about one share that has already soared 90 per cent.
Why this fundie doesn’t mind a bruising fight to boost returns
Activist investor Gabriel Radzyminski is on a tear. He’s battling the Southern Cross Austereo board, cashing in on Fleetwood and ruing his timing on City Chic.
Here’s where First Sentier’s $10b manager is placing his ASX bets
David Wilson breaks down the wins, stumbles and global ambitions of ASX giants such as WiseTech, CSL and Woolworths – and pitches why Australia is still a top bet.
Veteran fundie reveals top ASX small cap picks
Centennial’s Level 18 Fund shifted to 50 per cent cash earlier this month. Now Matthew Kidman is preparing to pounce on the smaller end of the sharemarket.
April
The ASX stocks that this value investor has been busy buying
New equities boss Tim Johnston says the bull run in growth stocks is finally over, which is good news for investors like him. Here’s what he’s snapped up.
The 10-bagger that put Munro’s small-cap fund on the map
Intuitive Surgical and Waystar are among this year’s hottest trades for Qiao Ma. She is holding firm on Nvidia despite the US-China trade war.
This short seller is scooping up ASX stocks amid the mayhem
Blackwattle hedge fund manager Ray David has been snapping up cheap companies after US President Donald Trump unleashed a wave of new tariffs last week.
This former short seller backs some of the ASX’s most unloved stocks
Northcape Capital’s Paul Parsons is weighing his options amid James Hardie’s slide, but he’s holding firm on others that may be out of favour with the market.
March
This fundie shorted WiseTech and Tesla while loading up on war stocks
Betting against Richard White and Elon Musk while going long on defence companies are among this year’s hottest trades. Minotaur’s Tom Rice did it all.
Here are four ASX stocks that are tipped to go on a tear
Deana Mitchell at Australian Ethical is not worried about US President Donald Trump’s frantic policies and is instead busily deploying cash into the market.
Chris Stott is ‘leaning into’ tariff chaos and buying these shares
1851 Capital’s chief investment officer says now is the time to be ‘holding your nerve’ and putting money back to work.
Victor Smorgon’s star fundie eyes 50pc returns for new fund
The family office is so bullish on gold that it’s tasked Cameron Judd with launching a second strategy, which they expect to outperform its high-flying counterpart.
Secretive hedge fund Arnott reveals its stock picks
Kenny Arnott and Yianni Gertos are betting big on Airbus and pick Ryanair over Qantas for the year ahead. They’ve also opted out of China, for now.
February
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 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?
‘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.
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
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.
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.