Patrick Hodgens

As a boutique manager with a focus on high-conviction investments in the Australian equities market, we at Firetrail possess a combined 140 years of investment experience across a team of 12. Our boutique was established simply because we wanted, as an investment team, to actually own our business, thereby ensuring... Show More

Patrick Hodgens

Costs are rising. Raw material inflation is coming through the supply-chain across industrial stocks. As a result, earnings pressures are emerging in many companies with exposure to raw materials. We have seen this in companies with exposure to oil (such as transportation, rubber or plastics) and pulp (i.e. Paper and... Show More


So much energy and focus are devoted towards finding new investment ideas. However, knowing when to sell receives far less attention, yet is undoubtedly one of the most important investment disciplines to get right. Patrick Hodgens, Portfolio Manager at Firetrail Investments, says his team has developed a three-point checklist to... Show More


A popular narrative, for many investors, has been that good ideas are becoming harder to find as the current bull market grinds higher. Patrick Hodgens, Portfolio Manager at Firetrail Investments, doesn’t subscribe to this view and says the latest reporting season has provided them seven or eight fresh ideas. He... Show More

Patrick Hodgens

Timing is everything. This fact of life is true with just about every decision we make. Many investors believe timing the market is everything. Selling out of equities before the market has a downturn can be a very lucrative strategy, if you get the timing right. And with hindsight it... Show More

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