CIO Profiles

CIO Profiles
James Marlay

At age 37 Chris Stott has called time on his investment career at Wilson Asset Management. Given the current state of markets I took the opportunity to have one final chat to hear his views on the year ahead. He presents a bearish outlook for the Australian economy fuelled by... Show More

CIO Profiles
James Marlay

Regular readers of Livewire will know Matthew Kidman from his role as ‘Anchorman’ for the popular Buy Hold Sell video series, and for expertly moderating panel sessions at the annual Livewire Live investor event. Matthew is also a highly accomplished investor with an impressive track record, and following 13 years at... Show More

CIO Profiles
Livewire Exclusive

If you’d invested $20k with Platinum Asset Management when the firm opened in 1995 you’d be sitting on around $320k today, a return of ~12.6% per annum*. However, the journey to these returns may have tested your nerves. The active style at Platinum means that periods of exceptional performance are,... Show More

CIO Profiles
Livewire Exclusive

Last week the Bank of England put top executives at banks and insurers on high alert to vastly improve their planning for the long-term risks of climate change. The FT reports that several big banks have announced plans to reassesses their lending to high carbon-intensity projects, while promising to promote... Show More

CIO Profiles
Livewire Exclusive

The global population is on track to hit 9.1 billion people by 2050 and we know, with a high level of certainty, what the breakdown of that population will be. When we asked Alva Devoy, Managing Director of Fidelity International, what she thought was the best long-term investment opportunity right... Show More

Alex Cowie

It is hard to earn a ‘like’ from a Livewire reader: even with an audience close to 100,000, the most ’liked’ wire of 2017 had just 93 likes. So we follow this valuable signal closely to see what’s really hitting the mark! Of the almost 3,000 wires posted this year,... Show More

Livewire Exclusive

Livewire recently caught up with the Managing Director of Blue Sky, Rob Shand in our Sydney studios. In a wide ranging interview we covered his experience of building Blue Sky from a small business through to becoming a $3BN private markets powerhouse today. Throughout our discussion Rob talked about the... Show More

CIO Profiles
Livewire Exclusive

Steve Johnson does things differently. He views himself as an outsider in the investment community and, for most the most part, his small operation has flown under the radar. That all changed in 2015 with a blog post titled "Dick Smith is the Greatest Private Equity Heist of All Time." The... Show More

Tom McKay

I recently had the opportunity to sit down for 30 minutes with Hamish Douglass, the CIO of Magellan at their new offices in Sydney. We discussed a wide range of topics from his biggest influences to the most impactful trends that are driving his investment strategy today. During my time... Show More

Livewire Exclusive

Martin Conlon is Head of Australian Equities at Schroders and oversees the investment of over $10billion in assets. Conlon’s formative years were during the tougher economic times of the late ‘80s and early ‘90s. In this exclusive interview, we learn how 30 years of experience shapes how he invests today. Show More

Livewire Exclusive

Disciplined, focused and humble are three words that spring to mind when describing smallcap specialist Chris Prunty. He’s unlikely to tell you about the cricketing prowess that earned him a scholarship to study at Australian National University. He’s even less likely to let on that he was ‘peer reviewed’ and... Show More

Livewire Exclusive

Livewire recently interviewed Nick Griffin, Chief Investment Officer of Munro Partners, to ask him the criteria he uses to identify great growth companies, what the market has wrong at the moment, and how he goes about finding the next digital winners. Show More

Livewire Exclusive

Jack Lowenstein, co Chief Investment Officer at Morphic Asset Management has not taken the conventional path into professional investing. Having started his career as a journalist, Lowenstein has spent the last two decades investing in global equities. He describes himself as a ‘frontier investor’ willing to go where many are... Show More

Livewire Exclusive

Livewire reached out Ben Rundle from NAOS Asset Management to ask him about how he got started in investing. We asked Ben about his best and worst investments, recent opportunities he has identified and his views on short selling in the market. Show More