September
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.
- Sarah Jones
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.
- Cecile Lefort
Investors have forgotten the lessons of the dotcom crash
MSCI’s head of research Ashley Lester has some thoughts on what many analysts have warned is the next bubble: the rapid rise in US tech valuations.
- Joshua Peach
The Wellcome Trust’s Nick Moakes made a 100-year bet. It’s paying off
The chief investment officer of the huge charitable fund raised almost $3 billion at ultra-low rates. Sometimes the long view can be the most profitable.
- Jonathan Shapiro
When bigger is not better: meet the fundies going it alone
As the investment giants grapple with rising costs and dwindling assets, there’s a band of ultra boutique firms that have sprung up and are making waves.
- Joanne Tran
August
Paradice’s Sam Theodore sees riches in these uranium stocks
The former Blackrock hedge fund manager’s recent trip to Paladin’s flagship Namibia mine has made him more bullish on the controversial energy source.
- Joanne Tran
The stocks that helped catapult ECP to the top of the pile
Fund management veteran Manny Pohl isn’t afraid to tackle short sellers head-on, and his fortitude is paying dividends for the firm that he helped found.
- Alex Gluyas
Why this fundie is betting big on Macquarie Group
K2’s George Boubouras is not worried about the recent market turmoil or the US economy, instead he’s betting on mid-caps and Australia’s biggest investment bank.
- Cecile Lefort
Lessons from 40 years of investing, from one value investor to another
Dougal Maple-Brown discusses his family’s decision to sell the famed Sydney boutique founded by his father, the late Robert Maple-Brown.
- Joshua Peach
July
Perennial prepares to unleash war chest on small caps
After a bruising few years for the money manager’s smaller companies fund, Andrew Smith is readying his team for the next big buy: the August reporting season.
- Sarah Jones
M&A arb fund Harvest Lane keeps a ‘blacklist’ of boards to avoid
Investor Luke Cummings has made a name for himself (and money) by trading M&A activity. But one deal that he’s steering clear of is the $8.8 billion Chemist Warehouse and Sigma merger.
- Joanne Tran
Three little-known stocks driving this veteran’s mega returns
Pengana’s James McDonald discusses his blockbuster year and the ASX-listed stocks he is backing into the new financial year.
- Joshua Peach
Meet the fund manager doing it better than everyone else
In a market completely saturated with Aussie equity funds, Robert Gregory, a one-man band, has come out on top thanks to some cracking stock bets.
- Sarah Jones
GQG slashes tech exposure, here’s where it’s buying next
Brian Kersmanc was the first analyst that star stockpicker Rajiv Jain hired for his new firm. He’s now co-managing all of GQG’s strategies which are pumping out near-40 per cent returns.
- Alex Gluyas
June
Why hedge fund Geometrica only wants to make ‘easy money’
Fund managers James Bradley and Gary Hui go to painstaking lengths before they buy a stock like Nvidia or bet against one like The a2 Milk Company.
- Joanne Tran
Riding the wave: this Regal-backed fund is betting big on water
Kilter Rural’s Euan Friday predicts water prices will rocket 300 per cent this year, after huge government intervention and the weather dries up.
- Cecile Lefort
L1’s activist fund is making investors and boards take notice
The hedge fund’s catalyst strategy has returned 42 per cent since its 2021 inception, and portfolio manager James Hawkins is eyeing up L1’s next target.
- Alex Gluyas
May
Bond returns are back and Pimco is ‘excited’
The $2.9 trillion fund manager is buying up Australian government bonds, among other things, betting that the Reserve Bank will need to cut rates less than the Fed. They are also wagering on the US housing market and consumer.
- Cecile Lefort
- Exclusive
- Hedge funds
John Hempton laments return of meme machine Roaring Kitty
Before being hit by last week’s meme-stock rally triggered by an online stock promoter, Sydney hedge fund manager John Hempton was having a great year.
- Aaron Patrick
Airlie’s Emma Fisher is making her next big bets
Mineral Resources and Reece have been career-defining picks. This year, she’s sold down CBA and is going large on one of the most shorted stocks on the ASX.
- Sarah Jones