This Month
This hedge fund shorted Qantas as Joyce was selling
Marcus Hughes followed Alan Joyce’s lead. He shorted the stock, betting the value of Qantas shares would fall. “Whenever an insider sells, we’ll look at shorting a company.” It worked.
- Joanne Tran
How this hedge fund pulled off 2023’s ‘big short’
Ravi Chopra’s Azora Capital successfully shorted all four of the US banks that failed in March and sent financial markets reeling.
- Joshua Peach
Macquarie’s $59b number-crunchers embrace AI to beat the market
Benjamin Leung and Scot Thompson are using advances in artificial intelligence to pick stocks and drive returns that outperform the index.
- Jonathan Shapiro
The RBA is ‘flying blind’ on inflation, says former staffer
The Reserve Bank is “flying blind” on the biggest risk in the inflation equation, the speed of wages growth, warns its former head of domestic markets, Jonathan Kearns.
- Cecile Lefort
September
ClearLife duo primed to pick ASX winners and losers
David Moberley and James McBeath say property and bank stock yields make little sense in a world of higher interest rates.
- Jonathan Shapiro
‘Volatility is opportunity’: why this manager loves shorting stocks
Angela Aldrich bet against Treasury Wine Estates at the top of the market; now the Bayberry Capital founder is preparing to make her next big call.
- Joshua Peach
Small caps a ‘no-brainer’, says Firetrail’s Hodgens
The investment veteran says the smart money should get ahead of the bigger players and buy into small caps that are cheap and primed for growth.
- Jonathan Shapiro
This fund manager has form when it comes to timing the market
Sebastian Mullins, who helps oversee $4 billion in multi-assets for Schroders, says a recession is just around the corner, and if right expect a “big correction”.
- Sarah Jones
August
A bull in a China drop: hunting for value inside a deflating giant
Overseas investors are fleeing China, but this Sydney portfolio manager from Maple-Brown Abbott is buying up.
- Joshua Peach
This bond veteran says investors are too optimistic about inflation
First Sentier’s Tony Togher says central banks will keep raising rates, despite what the market is telling you.
- Cecile Lefort
‘Underdogs are overpriced’: why this sports fan is cheering for value
The hopes and dreams of sports punters is identical to the fear and greed of investors, says a professor who studies them both.
- Joshua Peach
This fund should always beat its benchmark, even 22.59pc
Peter Bates’ Global Select Fund has no excuse to underperform because it’s designed to beat the market in all conditions. The fund returned 30 per cent in FY23.
- Updated
- Alex Gluyas
July
How this fund manager beat the market by not owning Nvidia
Aoris investment chief Stephen Arnold’s international equity fund returned 34 per cent in the 2023 financial year by largely avoiding the Magnificent Seven.
- Joanne Tran
The bond fund with equity-like returns
Fortlake’s Christian Baylis was better prepared than most to trade the break-out in inflation. He’s not convinced central banks have beaten it just yet.
- Jonathan Shapiro
Why Andrew Brown’s latest fund is following Monaco’s royals
The veteran stockpicker is so bearish on Australia’s economy that he’s looking to the powerful dynasties in Europe to drive returns.
- Tom Richardson
How Qantas helped lift Forager Funds out of the doldrums
Steve Johnson has tested the loyalty of long-time investors after a “horror” five years, but he says owning more large caps has helped turn performance around.
- Sarah Jones
June
Luxury rules: Farr-Jones shrugs off recession talk
Regal Funds Management portfolio manager Jessica Farr-Jones is betting on the luxury goods sector even as most pundits prepare for a market sell-off.
- Joanne Tran
Matt Langsford’s big lithium and copper bets pay off for investors
Terra Capital’s Natural Resources Fund has returned 15.6 per cent a year for 13 years as it rides the lithium, copper and clean energy investment boom.
- Tom Richardson
This fundie is looking beyond megacaps for AI winners
With American Century’s global growth strategy missing the boat on Nvidia, portfolio manager Brent Puff is betting on the arms dealers of the AI revolution.
- Alex Gluyas
Why Nathan Parkin is betting big on small caps
The Ethical Partners fund manager has shrugged off the market uncertainty and has his eyes on Australian Clinical Labs’ bid for Healius.
- Joanne Tran
