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Monday fundie

Today

Dive regularly competes in the national whisky tasting championship.

How deja vu helped this fundie avoid the buy now, pay later crash

As speculative pockets of the market boomed during the pandemic, Atlas’ Hugh Dive reminded himself of the lessons learnt from the dotcom crash.

  • Alex Gluyas

This Month

Rand Wrighton of Barrow Hanley Emerging Markets Fund at the Perpetual offices in Sydney.

Why this Barrow Hanley manager is buying in China now

“If your time frame is 18 to 24 months, there are a lot of good companies in China that are trading down to near their lowest levels in valuations they’ve been at for a very long time, says former Marine Corps captain Rand Wrighton.

  • Emma Rapaport

Private equity is the new traditional asset class

In the 1980s, private equity was the asset class of risk, leverage and aggression. Now, it’s all grown up while the sharemarket is where the craziness has gone, argues Partners’ Urs Wietlisbach.

  • Updated
  • Jonathan Shapiro

June

Raj Makam, managing director and co-portfolio manager at Oaktree.

Oaktree’s Makam calls out the credit market’s hidden risks

The message from the US veteran portfolio manager to Australian institutions piling into private debt is that the returns don’t always reflect the risks.

  • Jonathan Shapiro
Elvest Co, short for Emerging Leaders Investment Company, is on the hunt for great companies in inefficient markets.

Why this fundie is betting his new shop on old tricks

Jonathan Wilson, portfolio manager and co-founder of Elvest, says the sharemarket tumble this year has revealed compelling opportunities.

  • Emma Rapaport
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Cliff Asness was in Australia last week visiting clients for the first time since the pandemic.

How Cliff Asness survived the ‘everything bubble’

Cliff Asness has built a hedge fund to make money from people’s mistakes. But he faced a long, excruciating wait to be proven right.

  • Jonathan Shapiro

May

Zerocap Co-Founder and CEO Ryan McCall, Head of Trading Toby Chapple, Chief Investment Officer Jon de Wet , and Chief Technology Officer Trent Barnes have built a crypto-first investment bank that has managed to withstand recent market ructions.

How this homegrown crypto fund survived the terra collapse

It wasn’t until the Victor Smorgon Group took an equity stake that Zerocap earned an institutional pedigree; the manager has beaten equities, bonds and bitcoin this year with its smart beta strategy.

  • Jessica Sier
Jamie Nicol the chief investment officer of DNR Capital and one of its founding partners.

Veteran fundie’s lessons from 20 years of beating the market

Brisbane-based DNR Capital’s Australian equities strategies boast long-term track records of beating the market. Jamie Nicol reveals how.

  • Tom Richardson
Vidhur Rangaswamy, portfolio manager for Tanarra Capital’s Long Term Value fund.

Fund manager turns board whispering into stellar gains

Working closely with boards has helped Tanarra Capital’s Long Term Value fund realise sizeable returns, explains portfolio manager Vidhur Rangaswamy.

  • Updated
  • Richard Henderson
Hari Balkrishna is the lead portfolio manager on the T. Rowe Price global impact equity fund.

Fundie bets on ‘anti-Amazon’ to power impact fund

Hari Balkrishna is bullish on the portfolio’s holdings, including Shopify, despite recent losses: ‘I think it’s worth about four times what it is today,’ the T. Rowe manager says.

  • Richard Henderson
Anne-Christine (AC) Farstad, MFS Investment Management.

Why this contrarian fundie goes where the market fears to tread

MFS Investment Management’s Anne Christine “AC” Farstad finds profitable return opportunities before “the herd” arrives at the same conclusion.

  • Vesna Poljak

April

Brad Kinkelaar, senior portfolio manager for Barrow Hanley, anticipates higher oil prices for longer.

Global value guru turns to energy, tech to scour for bargains

Brad Kinkelaar, senior portfolio manager for Perpetual-owned value shop Barrow Hanley, is backing oil and Chinese tech companies.

  • Richard Henderson
Lanyon’s Nick Markiewicz.

Building a portfolio of inflation, recession-proof stocks

Lanyon’s Nick Markiewicz has cut the global fund’s cash holding, beefed up its investment in oil and gold stocks, and added to positions in Alibaba and Tencent in recent weeks.

  • Alex Gluyas

March

Alexander Whight Head of Global Equities at Milford.

Why this fundie likes Wyndham Hotels, Atlantia and Ametek

Quality and growth are great but they don’t come cheap, says Milford’s Alexander Whight, who is not afraid of ideas that require more work but pay off handsomely.

  • Vesna Poljak
NAB Morning Call Sydney trio: Rodrigo Catril, Tapas Strickland and Ray Attrill

The strategists who wake up Australia’s financial markets

With almost 10,000 daily listeners, NAB’s Morning Call podcast has become a default part of the early routine of many financial market professionals and business people.

  • Updated
  • Cecile Lefort
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Single stock shorting in the China A sharemarket is one of the best opportunities in global equities, Prescott says.

How this investor beat China’s tech crackdown

As China’s regulatory blitz intensified, Mingshi pivoted from mega-cap stocks to outperform the blue-chip index by more than 25 per cent.

  • Alex Gluyas
Peter Phan

The fundie seeking stocks that will outperform for the next 40 years

It’s been a tough journey for lawyer-turned-fund manager Peter Phan, from being born poor in a Malaysian fishing village to running his business Castlereagh Equity.

  • Tom Richardson

February

Perennial’s Stephen Bruce says value is rarely found in the bargain bin.

Perennial’s Bruce says value is rarely found in the bargain bin

The sweet spot for the fund manager is somewhere between the structurally challenged stocks and the high-flying ‘hopes and dreams’ shares.

  • William McInnes
Auscap’s Tim Carleton.

Quality stocks have nothing to fear from inflation

The correction in highly priced stocks has ‘nothing to do with the outlook for the domestic economy’, says Tim Carleton, who insists the outlook is bright.

  • Vesna Poljak
Alex Pollak.

The disruption strategy that outgrew Tesla

“Netflix isn’t over, not by a country mile,” says Loftus Peak’s Alex Pollak, who also likes semiconductors – helping realise 25 per cent returns a year since inception.

  • Vesna Poljak