This Month
How this fundie’s best career call shapes Schroders’ funds
Adam Kibble made a cracking investment decision before the GFC by being “really pre-emptive”. He’s now trying to do the same for the $1.6 trillion money manager.
Little-known critical minerals stocks fuelling Terra’s 42pc return
As the US hunts for alternative sources for the vital elements, Matthew Langsford is watching Terra Capital’s investments double, triple and even quadruple in value.
A golden year for Wall Street’s Australian stock picker
Matthew McLennan’s $14.5 billion position in gold bars and miners paid off handsomely for First Eagle this year. But he insists the precious metal still has room to run.
June
Pimco’s Bowe wanted to be a stockpicker, but is picking bonds instead
The former music student has survived a decade of low interest rates and is set to take charge of the Australian portfolio of the $US2 trillion global giant.
Why Chris Demasi is calm about his stock bets being dumped
Backed by veteran stockpicker Chris Mackay, the fund manager is so high conviction that its top 10 holdings make up three-quarters of the book.
How a $170,000 X-ray helped this fund to make money
In a world where people live so long that their organs wear out, Cordis fund manager Jacob Celermajer has been buying up companies that tackle some of the world’s most chronic diseases.
The ASX stock picks that put this Pendal fund back on track
Working alongside Crispin Murray, newly promoted portfolio manager Elise McKay is sticking with the ASX’s tech sector, alongside SGH and Commonwealth Bank.
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.