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Jun Bei Liu on her high conviction investment strategy | Tribeca Investment Partners

HOSTS Charlie Lanchester & Maggie O’Neill|28 November, 2023

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HM1 Chief Investment Officer Charlie Lanchester is joined by Jun Bei Liu. Jun Bei is the Portfolio Manager of Tribeca’s Alpha Plus Fund and since taking over managing the Fund, she has quadrupled AUM. She is a passionate, motivated, and dedicated investment manager having built an 18-year career at Tribeca, starting as an equity analyst in 2005 and spending several years as a Portfolio Manager, before taking over the Alpha Plus Fund in 2019. Jun Bei is a TEDx speaker, has been appointed as a Core Fund Manager for Hearts and Minds Investments and volunteers for the Raise Foundation Board.

In this episode, learn more about Jun Bei’s investment style, why she’s proud to be involved with Hearts & Minds and dive deeper on two of her high conviction stock recommendations held in the HM1 Portfolio.

This is a Hearts & Minds Podcast, in partnership with Equity Mates Media

For more information about HM1 and the upcoming Sohn Hearts & Minds Conference visit our website here

Disclaimer:

This communication has been prepared by Hearts and Minds Investments Limited (ABN 61 628 753 220). In preparing this publication the investment objectives, financial situation or particular needs of an individual have not been considered. You should not rely on the opinions, advice, recommendations and other information contained in this publication alone. The inclusion of third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the third-party content. This publication has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Past performance is not a reliable indicator of future performance.

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Meet your hosts

  • Charlie Lanchester

    Charlie Lanchester

    Chief Investment Officer, Hearts and Minds Investments Limited

    Charlie Lanchester is the Chief Investment Officer at Hearts and Minds Investments Limited. Prior to HM1, Charlie was a Managing Director of BlackRock, one of the world’s leading fund managers. He was head of the Fundamental Active Equities team in Australia. He has been a fund manager for 30 years with his career also spanning Schroders in London, Platinum Asset Management and Perpetual Investments where he was Deputy Head of Equities. Charlie is the Chair of SurfAid, a not-for-profit charity committed to improving the health, wellbeing and resilience of families living in isolated regions connected to us through surfing. SurfAid operates in the remote areas of Indonesia and the Solomon Islands. Charlie is also a director of The Australia Institute, a think tank based in Canberra.
  • Maggie O’Neill

    Maggie O’Neill

    Head of Marketing and Operations, Hearts and Minds Investments Limited

    Maggie is a founding team member of Hearts & Minds, a philanthropic group dedicated to raising critical funds for Australian medical research, which has donated over $50 million since inception in 2016. Maggie joined Hearts and Minds Investments Limited (HM1) as Head of Marketing and Operations as the company was listed on the ASX. She now manages the company’s operations and marketing, working closely with all stakeholders including the Board, Investment Committee, management team, fund managers and beneficiaries. Maggie is also on the production team that delivers the annual Sohn Hearts & Minds Investment Leaders Conference, Australia’s premier investor conference. Prior to Hearts & Minds, Maggie worked at UBS for five years in various roles across Asset Management, Corporate Actions, Wealth Management, Corporate Communications, Events and Marketing.
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