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ROI: Investing through uncertainty

Whether you're investing in equities, debt, or alternatives, uncertainty is an inescapable part of the game. But Michael Thawley, AO, Vice Chairman of Capital Group...
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10 questions with Chris Prunty from QVG Capital

Small companies continue to attract attention from investors while large caps deal with sector specific and macro headwinds. I took the opportunity to fire 10...
AMI
James Marlay
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The Rules of Investing: What makes a good business?

After a chance meeting with legendary stock picker, David Paradice, today’s guest, Kevin Beck, joined Paradice Investment Management to head up their successful Global...
CPU
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The Rules of Investing: The virus that affects all assets

When a young Charlie Jamieson arrived at work in London on September 11th, 2001, little did he know how much that day would affect his views on markets. At the time,...
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The three ingredients of successful investing

Scott Haslem started his career in 1991 as an economist working alongside the likes of Glenn Stevens and Bernie Fraser at the RBA. Today he is the Chief Investment...
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The Rules of Investing: A bright future for growth investing

For decades, traditional wisdom held that value investing is the only way to outperform, and with good reason. Until the GFC, value had outperformed growth in all but...
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Airlie: Finding quality at the right price

Emma Fisher's Grandfather introduced her to investing when she was just 19. With $500 from her part-time job at Woolies, she bought a parcel of QBE shares. Constantly...
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CSL
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Paul Moore: Navigating the late-cycle

If you see a bloke driving a Holden Ute through Sydney with two dogs in the tray and the words 'GIANTZ' blazed on the number plate, that'll be Paul Moore the CIO of PM...
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Feast and Famine: Contrarian investing with Allan Gray

As the GFC started to unfold, Real Estate Investment Trusts (REITs) quickly fell in value, from a generous premium to just 75% of their book value. Allan Gray saw a...
TLS
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The Rules of Investing: How Alex Waislitz uncovers hidden gems

In the ‘go-go 80s’, a young Alex Waislitz worked for the legendary Australian entrepreneur, Robert Holmes á Court. Holmes á Court was Australia’s first billionaire,...
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Ben Griffiths: High conviction small cap investing

In March 2017 Ben Griffiths found himself in a deeply uncomfortable position. For the first time since inception 15 years ago his small cap portfolio was badly lagging...
APT
REH
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The Rules of Investing: Is value dead?

When Warren Buffett first started buying businesses with ‘moats’ in the 80s, such as Coca Cola, his disciples thought he was crazy. More than 30 years later, buying...
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The Rules of Investing: Geoff Wilson and his love affair with LICs

New LIC floats have become a regular feature on the ASX over the last few years, but it's not always been that way. Wilson Asset Management listed its first LIC in...
+4
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The Rules of Investing: Low-risk, high-return investing

Higher returns require higher risk and volatility… Or at least, that’s what finance theory would tell us. Is it possible to ‘have your cake and eat it too’? Burns,...
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The Rules of Investing: Rick Rule’s secrets of success

This week’s guest on the podcast is Rick Rule, President and CEO of natural resources specialists, Sprott US Holdings. According to Mining Journal, Rick is one of the...
DEG
+4
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The Rules of Investing: The Age of Longevity

This week we have our first overseas guest on The Rules of Investing, Jim Mellon. Jim is a billionaire investor, speaker, and co-author of 'Juvenescence: Investing in...
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The Rules of Investing: Peter Cooper’s next big idea

This week’s guest on the podcast is Peter Cooper, founder and Chief Investment Officer of Cooper Investors, one of Australia’s leading boutique investment firms. His...
COH
CSL
CYB
+3
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The Rules of Investing: Investing in a world of rising rates

Most investors and economists accept that interest rates around the world have bottomed and are heading up. This matters not just for macro-traders, but will affect...
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The Rules of Investing: The Dividend Dilemma

Bill Shorten caused quite a stir last week as Labor proposed a policy of removing the cash refunds for franking credits that some investors currently receive. While...
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Paradice: You need to think differently

It’s 4am on a dark and rainy morning back in 2000. A lone, frustrated figure is running around Chatswood Golf Course. It’s a young David Paradice. He has just left the...
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Regal: Let your winners run

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...
IXU
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The Rules of Investing: Finding opportunities in unusual places

We all know that big caps are growth-constrained and mid and small caps are where you find the real opportunities in the market. For example, a2 Milk has seen its...
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Don’t bet against the US recovery

There’s nothing quite like local knowledge to give you an insiders view of a foreign country. As the strength of the US economy remains a key focus for investors,...
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Watling: Zombies, Canaries and Cheap Money

In January, market commentary was almost universally bullish. Ray Dalio, the billionaire US Hedge Fund Manager told the audience at the World Economic Forum in Davos...
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The Rules of Investing: How to make money in small caps

After a rough start to the year in 2017, smaller companies had a stellar run in the back half that once again shone light on the smaller end of the market. With nearly...
BAP
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