Yesterday
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.
- Updated
- Cecile Lefort
This Month
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.
- Jonathan Shapiro
November
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.
- Updated
- Joanne Tran
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.
- Updated
- Sarah Jones
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.
- Updated
- Alex Gluyas
A hedge fund manager’s four tips for avoiding death by shorting
“Stocks that are 80 or 90 per cent down, they can get just a little bit of good news and then double,” Plato’s David Allen warns hedge fund hopefuls.
- Joshua Peach
October
The investment firm with no stars that resents ‘frothy’ markets
Lazard Asset Management’s Rob Osborn has an enviable track record of market-beating returns. As sharemarket highs tumble, he’s sitting out winners like Guzman y Gomez.
- Cecile Lefort
Chris Kourtis is on a winning streak. Here’s his next ASX pick
The renowned value investor is preparing his stock selection for the Sohn Hearts & Minds Conference. It’s not Star Entertainment.
- Joshua Peach
This mining fundie says lithium is a better bet than iron ore
Janus Henderson’s Darko Kuzmanovic says China’s stimulus boost will no longer be a huge driver of iron ore and coal profits. He’s looking at battery mineral stocks instead.
- Alex Gluyas
Why CSL’s earnings outrun CBA, according to this value investor
Investors Mutual’s Daniel Moore says there aren’t too many ASX-listed companies like blood plasma giant CSL that can compound their earnings at such a rate.
- Joanne Tran
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
