High conviction

Latest news and analysis on High conviction

Asset Allocation

Unpacking titanium, healthcare, Japan, & resources | James McDonald

Murdoch sat down with James McDonald, PM at Pengana. We discuss key sectors, including healthcare, titanium, Japan, resources and more.
+8
Murdoch Gatti
York Wealth Management
Equities

Top performing funds: A high-conviction idea from a manager that delivered 35% in FY24

And why investors need to be just as focused on avoiding the bombs as they are on finding the winners.
MRM
Ally Selby
Livewire Markets
Undiscovered Funds

The durable growers helping the world "cheat nature"

The future is here... And it's making our lives a whole lot easier.
+10
Ally Selby
Livewire Markets
Education

From boardrooms to beaches: the travel agent that does it all

The latest Firetrail Equity Edge Podcast has just landed.
Firetrail Investments
Firetrail Investments
Investment Theme

Sector specialisation - why we rather go deep than wide

Because knowing what you don't know is oftentimes more important than knowing what you do know.
Jacob Celermajer
Cordis Asset Management
Equities

What do juice, burgers, and fuel have in common?

The latest Firetrail Equity Edge Podcast has just landed.
ALD
Anthony Doyle
Anthony Doyle
Firetrail Investments
Rapid Fire

The case for keeping it simple (and how it helped this fundie return 30.8% in 2023)

In this Rapid Fire Q&A, Aoris Investment Management's Stephen Arnold outlines the strategy, and some of the stocks, that helped him do it.
+2
Ally Selby
Livewire Markets
Fund in Focus
Sponsored

3 factors (and 6 stocks) driving the outperformance of L1's newest listed fund

In this Fund in Focus, L1 Capital International's David Steinthal takes investors through the firm's newest ETMF.
+5
Ally Selby
Livewire Markets
Rapid Fire

Why this investor would not make one change to his portfolio even if a recession was certain

High conviction, concentrated global equity funds have generally performed well over the past 12 months amid tougher macro conditions
Chris Conway
Livewire Markets
Property

A new playing field

We believe the property market is entering a new playing field with higher inflation, higher interest rates, and lower growth. The recent CPI data showed a 6.8%...
GMG
MGR
VCX
Amy Pham
Pengana Capital Group
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