Today
Top female fund managers share their stock picks
Future Generation Women fund managers from Minotaur, First Sentier and ECP share their top picks, ranging from technology companies to European banks.
Yesterday
ECP, Bennelong returns slump amid big Corporate Travel write-downs
The prominent fund managers have been among the biggest backers of the travel company whose shares have been suspended since August over accounting issues.
This Month
Bronte Capital bounces back: ‘Some clients thought we were idiots’
The Sydney-based hedge fund, led by veteran stock-picker John Hempton, managed to beat the market last month after a bruising year.
Here’s an ASX stock that is tipped to soar on rising gas prices
Balmoral Investors’ Wik Farwerck, a former stock picker at First Sentier, shares why he thinks Amplitude Energy is “attractively priced” and set to re-rate.
Hedge fund QVG to profit from shorting these two ASX stocks
The Sydney-based money manager told investors in its latest update that its secretive short book had benefited from betting against defence and travel stocks.
Buy copper and sell property: Here are Jun Bei Liu’s trades for 2026
The hedge fund manager says the industrial metal is the most exciting area in resources and explains why she is cautious about listed real estate stocks.
November
Fund says it’s time to cash out of this AI market darling
Skerryvore’s Glen Finegan has been trimming his holdings in one tech stock that has rocketed 35 per cent this year.
CSL rout hits Australia’s biggest blue-chip investors
Some of Australia’s biggest fund managers have been among the most exposed to the sharp decline in CSL’s shares.
UBS tips ASX to rally in 2026 on a mining resurgence
The broker expects the S&P/ASX 200 Index to climb to 8900 by the end of the next calendar year, a near 6 per cent rise from current levels.
Totus joins hedge funds betting on Light & Wonder re-rating
The poker machine maker hit the hedge fund’s performance last month, but Totus is betting on a wave of passive money to drive the share price higher.
This heavily shorted ASX stock is tipped to go on a tear
1851 Capital’s Matthew Nicholas talks IPOs, Flight Centre and names one car dealer that has been largely ignored by the market, until now.
Magellan top stock picker exits amid probe into workplace relationship
Arvid Streimann had been with the funds management giant for more than a decade and was one of its key investors, overseeing its flagship global strategy.
Growth is great but it’s resilience that is the real flex for investors
The rolling crises of the past few decades challenge the fundamental tenets of investment theory, writes Future Fund chief executive Raphael Arndt.
How Armina Rosenberg is outperforming the market darlings
The co-founder of Minotaur Capital has beaten the market by looking away from the US. She names an unknown pharmaceutical company and a low-cost airline as stocks to watch.
The 9 hottest stock tips from this year’s Sohn fund managers
Defying markets gloom, top investment chiefs pitched their best global ideas, from an “OG in AI” to a retirement giant.
Investors call time on small cap ‘heroes’ as DroneShield, Life360 dive
A brutal correction in some of the sharemarket’s hottest stocks, including Life360, is gathering momentum and unleashing a wave of profit-taking by investors.
CBA still the ‘premier bank’ for fundies despite $25b wipeout
Investors are blaming the brutal sell-off on lofty valuations rather than a major problem at Australia’s biggest bank.
Square Peg’s Ben Hensman names top picks in a hot tech sector
The Melbourne portfolio manager will make his debut at Sohn Hearts & Minds in Sydney and explains what he looks for when investing in a tech firm. It all starts with the founder.
Soaring gold stocks are taking over the ASX’s major indices
The S&P/ASX 200 is set to welcome at least two producers of the precious metal next month, a move expected to push out major names like Inghams and HMC Capital.
October
CSL’s largest investors bloodied but unshaken after sell-off
Shareholders such as DNR Capital have suffered from a plunging share price, but they explain why they’re sticking with the former market darling.