SG Hiscock and Co portfolio manager Hamish Tadgell is an unrepentant active value manager in an era of passive money.
Past performance
We speak to top investors about their investing mistakes, contrarian bets and what lies ahead.
From internet search to social housing, Evan Thornley shares what decades in tech, politics and startups have taught him about innovation with impact.
The portfolio manager predicts REA will withstand CoStar’s challenge — and shares his broader market outlook, stock picks and views on US-driven volatility.
Chris Cuffe is one of Australia's pioneering fund managers. Now he uses those skills to help others, blending investment savvy with a philanthropic mission.
Jun Bei Liu made waves by leaving Tribeca after 20 years — taking the Alpha Plus fund with her. She shares why she made the move and what’s next for Ten Cap.
The Asia-focused chief investment officer on Trump’s tariffs, AI’s dominance through 2025, and her contrarian bet against the market on China late last year.
The venerable wealth manager has reviewed over 300 private credit funds, developing a gateway solution and outlining the key characteristics of the very best.
Despite the recent flurry of headlines, private credit is a long established sector in Australia and Qualitas, founded in 2008, has a long-term perspective on the market.
History suggests that the real returns of index investing could approach zero over the next decade, Orbis investment specialist Eric Marais says.
The multi-asset fund allocator has been building a position in REITs and real assets over the last 12 months as the era of peak interest rates recedes.
Australian Foundation Investment Company stays true to its long-term strategy — focusing on quality, patience and value — amid shifting markets and investor trends.
Recoveries in Japanese shares have often fizzled since the bubble burst 30 years ago, but Lazard sees reason to believe.
The UK-based trader explains why his firm exited the chipmaker and shares London’s view on the potential impact of a Trump White House on global markets.
Former Macquarie execs Steve Gross and Jeremy Wernert launched their own impact investing firm within Palisade, targeting three goals: zero emissions, zero waste and zero inequality.
ANZ's venture arm is not dormant, its CEO says, but it has been focused on preserving its portfolio of investments in the last two years - including a stake in Airwallex. That's about to change.
Shannon Reilly explains the investment firm's approach, which leans heavily on external fund managers, and its key bets including Japan and emerging markets.
Senior investment director Nick Robinson explains why there are reasons to believe the cycle for unloved emerging markets may finally be turning.
One of the new wave of private credit funds, Arrowpoint Capital has a very specific focus and likes to be boring. But it is not immune to stresses in the sector.
In the impact investing space, the best decisions are not always the most obvious ones, as Koda Capital CIO Norman Zhang explains in this interview.
The $3.4 billion fundie on how making small decisions has helped him avoid big mistakes — and his growing exposure to gold.
Portfolio manager Vlad Byalik reckons Southeast Asian markets offer more growth at a fraction of the cost of other markets, with interesting opportunities like a South Korean supplier to Nvidia
David Scaysbrook explains the renewables pioneer's approach to investing and its accidental stake in Sun Cable alongside Mike Cannon-Brookes' Grok Ventures.
The Maple-Brown brothers didn’t originally plan to join their famous father Robert’s investment boutique, but after building successful funds management careers in their own right, they changed their minds.
The big banks have a mixed record with their VC funds, but National Australia Bank remains committed to NAB Ventures and it's on the lookout.
Having been burned by hype cycles before, Martin Currie Australia’s CIO sees a steep correction coming for both Australia’s biggest export and an overbought tech sector.
Nanuk Asset Management invests in the companies at the forefront of the global economic transition in a resource-constrained world. Just don't call it an ESG manager.
ECP Asset Management's Jared Pohl and Sam Byrnes are long term investors. But their growth oriented philosophy supports backing buy now, pay later stocks as well as Macquarie - and maybe even Guzman y Gomez.
The circa $10 billion Brisbane fundie says market risks are leaning towards the downside as it looks for value the rest of the market has missed.
With holdings in more than 400 Australian companies, Dimensional Fund Advisers is often mistaken for an index manager. Country head Bhanu Singh explains why those perceptions are wrong.
TMS likes to buy and hold. Up to 70% of its portfolio is made up of picks it made when it was established two decades ago - including CSL, Soul Patts and Brickworks.
