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Monday fundie

This Month

Blackwattle’s Ray David has used the recent sell-off to buy up more ASX stocks.

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.

Northcape Capital’s Paul Parsons.

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

Minotaur’s Thomas Rice believes markets are yet to recognise how European defence company earnings will evolve over the next decade.

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.

Deana Mitchell Portfolio Manager, Australian Ethical Investment.

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.

1851 Capital’s Chris Stott says it’s all about “holding your nerve”.

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.

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Cameron Judd believes gold prices could reach an eye-watering $US3600 an ounce.

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.

Arnott Capital’s Kenny Arnott and Yianni Gertos are betting big on the aviation industry.

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

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.

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.

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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.

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