Fund Manager Q&A

Julian Babarczy, Portfolio Manager at Regal Funds Management, bought his first stock at age 19 and has been passionate about investing ever since. He joined the team at Regal Funds Management in 2004 and has now been working there for well over a decade. Julian has developed an interest in... Show More

Equities
Alex Cowie

The chaos of reporting season makes a good case against markets being efficient. It will take weeks, if not months, to fully parse the recent data download of many hundreds of reports, and to also process views gleamed from the ensuing company roadshows. Reporting season can thus generate a long... Show More

Julian Babarczy

(Ed note: published Feb 2018). The iSignthis Ltd (ASX:ISX) half yearly report that was released to the market today looks to be full of positive surprises, and further confirms the view that ISX is one of the most exciting globally focussed, emerging IT companies listed on the ASX. While revenue for... Show More

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In this final installment of our reporting season series, we once again asked some of Australia’s leading fund managers to highlight the standout earnings result this week. After punching in strong numbers that converted to an 8% jump in dividends, QBE received votes from both K2 and Atlas Funds. Perennial... Show More

Julian Babarczy

The Regal Emerging Companies Fund is focused on smaller, higher growth opportunities, with one aim being to identify the next exciting micro-cap business that can transition through to become a successful larger company. The success of these types of investments is often linked to predicting when a company with a... Show More

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A group of Australia’s leading Fund Managers have each picked one stock they believe delivered a notable result this week. Sectors covered were diverse, including energy, tourism, materials, media, services, and consumer discretionary. The common thread among the outperformers is they have all ridden industry dynamics - and executed well... Show More

Julian Babarczy

At Regal, we favour a forward-looking mindset, which affords us the luxury of not being burdened by issues of the past, especially when we believe they are unlikely to impact future performance. A good case in point is the result this week from animal care retailer and veterinary operator Greencross... Show More

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Each week through reporting season, Livewire is asking a group of Buy Side Managers to pick one earnings result that they think was the standout earnings result of the week. Responses from Julian Babarczy, John Murray, Hugh Dive, Josh Kitchen at K2, the Nikko AM team, and Dean Fergie at... Show More

Julian Babarczy

If there is any one company that has perfected the art of under-promising and over-delivering, it is undoubtedly Mineral Resources Limited (MIN). MIN saw its shares surge to all-time highs on Thursday, on the back of a half-year result that easily beat analyst expectations and which included an impressive full... Show More

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