Fund Manager Q&A

Nick Kirrage admits he was never a gifted athlete but nevertheless last year completed the ‘Marathon Des Sables’, a 254km ultra-marathon across the Sahara Desert. A career specialising in value investing, which also needs extreme discipline, focus and patience, may indeed have been ideal preparation for this remarkable feat. When... Show More

Ronni Chalmers is the CIO of CBG Asset Management winner of the 2013 Golden Calf Award for best performing boutique that year. The CBG Australian Equities Fund has had a strong 12 months, returning 13.9% and beating the ASX200 comfortably. Ronni will be presenting his best investment idea at the... Show More

It's not everyday that you discover a fund with truly eye catching performance. When I recently pulled up the track record of the Cooper Investors Asian Tiger Fund, the numbers jumped off the screen. Qiao Ma is the Portfolio Manager responsible for this fund and will be presenting her top... Show More

With the climate of political polarisation, an unprecedented shift in monetary policy, and trade wars all impacting markets globally, you need a safe pair of hands to navigate increasingly volatile global equity markets. In this exclusive Q&A, we chat with Peter Rutter, Head of Global Equities at Royal London Asset... Show More

On the 23rd of May, eight fund managers will present their best ideas at The Future Generation Investment Forum. The line up this year looks exceptional and boasts a feature Q&A session between Magellan's Hamish Douglass and leading AFR journalist, Tony Boyd. It's an opportunity to hear some fresh ideas... Show More

Dr Philipp Hofflin was a late starter when it came to investing. That’s because he dedicated years of his life to academic study, ultimately earning a PhD in Magnetohydrodynamics. By his own admission, this deep knowledge on a single topic offered very little practical application, which lead him to pursue... Show More

During his recent visit to Sydney, Kevin Charleston, Chairman, President and CEO of Loomis Sayles & Company, a Boston-based asset manager with $250 billion under management, sat down with us to discuss his career and Loomis Sayles. During our conversation, Kevin offered his perspective on the key investment themes for... Show More

There is an amazing breadth of opportunity in global fixed income, with many investors not realizing the sheer volume of trading that takes place and the size of bond markets – even here in Australia. I sat down with Ben Alexander from Ardea Investment Management to discuss his ongoing fascination... Show More

Fidelity's Future Leaders Fund recently made history when it won Morningstar’s small-cap Aussie equities ‘Fund Manager of the Year’ award for the second consecutive year. Following this impressive win, we recently dropped in to chat with the fund’s Portfolio Manager, James Abela. In this wide-ranging discussion, James explains why he... Show More

In 2007, Simon Doyle found himself in a tricky situation, confronted by a room of agitated investors. The returns of his portfolio, whilst positive, had not kept up with the most popular hedge fund of the time. Just one year later that same group of investors welcomed him with back... Show More