Topic: Growth Investing
-
-
General
Meet the Manager – Ryan Quinn from WCM Investment Management
Future Generation conduct an in-depth interview with Ryan Quinn from WCM Investment Management30th Jan, 2023
Source: Future Generation
-
Earnings wrap + Michael Frazis on his growth portfolio
Earnings Season continues ... and so does this Equity Mates content train. So, so much in this episode. The market has had a good week ... so, are we out of the woods? Is it blue skies, unicorns and rainbows from here? Alec and Bryce do a fast track market wrap to give you a solid run down of the past week's company earnings results.8 August
-
General
Growth & value investing: five things you should know
There has been a stark mismatch in returns from shares at opposite ends of the style spectrum so far this year. But will this “regime change” across stock markets last and should investors alter their approach to buying shares and funds?5th Jul, 2022
Source: Fidelity
-
Rate rises, growth stocks & Ren's monopoly thesis
Right now, a week in markets feels like a long time! We are living through very strange times in markets ... the world is upside down and there is so much happening. From Inflation, to interest rate rises, Bryce and Alec have a chat about the volatility in markets around the world. Alec wraps this episode around an idea for an investment thesis that involves some of the largest companies on this spinning planet.21 March
-
Expert: Tim Samway - How a growth fund manager is reacting to markets
Tim Samway is the Chairman of Hyperion Asset Management, an Australia-based fund manager focused on buying the highest quality companies at reasonable valuations. Hyperion manages approximately $13 billion. Hyperion’s Global Growth Companies managed fund is ASX-listed HYGG and over the past 5 years has returned 25% pa, beating the MSCI World Accumulation Index by 9% pa. We first spoke to Tim last year, in an episode titled 25 years of searching for disruptive businesses, and with the recent sell off in growth names we thought it would be a great time to get him back on the podcast.17 March
-
Expert: Andy Simon - Where to from here for growth stocks | TDM Growth Partners
Twelve months ago, TDM published a memo on the macro environment, predicting that the ‘mid-pandemic world of cheap money and crazy valuations’ would end up on the list of macro moments like the tech bubble, global financial crisis and European debt crisis. The memo warned that you can’t just own an amazing business regardless of valuation. Now, twelve months later, TDM have published a follow up memo. And we have one of the memo’s authors, Andy Simon, joining us to discuss it today. Andy Simon is a member of the investment team at TDM Growth Partners. TDM is a private investment firm that was founded in 2004 and has compounded client capital at over 25% per annum for 17 years.3 March
-
Impact Investing & Cryptocurrency in Developing Nations | YIGC with Christina Hobbs
Investing is an important way to grow your wealth and set yourself up for financial freedom. But it doesn’t have to stop there. It can also be a tool to give back to causes that you care about. Ever thought that you could micro finance women's businesses or fund farms that are trying to grow sustainable agriculture practices? Well, it is all possible through impact investing21 September
-
How to position a hyper-growth portfolio for FY22 | w/ Michael Frazis
Episode #109 of Equity Mates on AusBiz TV13 Sep, 2021
-
General
Howard Marks on Value v Growth Investing
If you’ve heard about the constant struggle between “growth” and “value” stocks, you’re probably aware that lately, it hasn’t been much of a contest. Over the past 13 years, growth has easily outperformed value. In Howard Marks' latest memo, he discusses this contest and offers a different way to look at this decades-old debate.7th Feb, 2021