Recognising the risk and reaping the reward: Hollie Briggs on bias, behaviour and disciplined investing

Thankfully, Byron Bay’s voracious shark population spared Hollie Briggs, as she swam off Tallow Beach for an hour. That meant the head of global product management for the Growth Equity. Strategies Team at Loomis, Sayles & Co. could take the Investment Leaders Forum audience on an entertaining journey through the world of behavioural biases in investing.

James Dunn | 17th Apr 2025 | More
Luck, skill, and the case for spread-based investing

In a wide-ranging and deeply considered contribution at the Investment Leaders Forum in Byron Bay, Hugh Selby-Smith, co-chief investment officer at Talaria Asset Management, delivered a compelling challenge to conventional portfolio thinking.

James Dunn | 17th Apr 2025 | More
Industry calls for bipartisan commitment to rule out taxation of unrealised gains

With the election campaign entering its final stages, a coalition of leading industry associations is calling on the Prime Minister and the Opposition Leader to “immediately and unequivocally rule out any move to tax unrealised investment gains in any part of the tax system.”

James Dunn | 17th Apr 2025 | More

THE INSIDE WORD: NEW FUND

Introducing ClearBridge Global Value Improvers Fund

The Why: A dual-mandate of value plus improvement on certain proprietary ESG metrics creates a disciplined framework for a concentrated high alpha generating portfolio.  

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Sponsored by ClearBridge Investments

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  • News
    Out of the blue, and keeping clients in the black

    Like any profession, financial advice benefits from its practitioners having the broadest range of life experiences possible. Marcus Nyholm, of Mornington-based Live Financial Planning fits this bill, and more.

    James Dunn | 10th Feb 2025 | More
    Why a regional base is a ‘superpower’ for this advice firm

    Despite the success of this regional advice firm, advisers like Kane Leersen aren’t out to rule the world. Instead, they have an ambition to “grow by good” by serving the people that make up their local community.

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    Viola nabs high-profile family office adviser Angus Mann

    Another significant recruit has joined the new venture, with ex-Mutual Trust family office adviser Angus Mann bringing a wealth of experience and a reputation for holistic client care to Viola Private Wealth.

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    Markets
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    Nick Miller prefers swimming with the tide. He definitely realised this when swimming around Hong Kong Island as part of a six-person relay team that set a world record for that feat; but in practice, it guides his private equity (PE) investment philosophy.

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    Evergreen secondaries exposure striking a chord with advice market

    The secondaries market for private credit and private equity is finding growing appeal from an advice industry constantly searching for yield plays in the alternatives space.

    James Dunn | 10th Apr 2025 | More
    Delving further and deeper in the PE ocean improves the catch

    When Tyler Jayroe told a friend he was visiting Australia for The Inside Network’s Alternatives Symposium, the friend – a marine life enthusiast – told him how envious he was, as he has always wanted to experience Australia’s rich sea-creature endowment. The friend gave Jayroe the perfect private equity analogy to use for his Australian audience.

    James Dunn | 7th Apr 2025 | More
    The alternative asset class that can change people’s lives

    Healthcare and life sciences is emerging as an economically resilient alternative asset class, given that the industry has huge tailwinds in the form of the demographic force of an ageing population around the world. Plus, there is the growing demand from lifestyle diseases – illnesses that arise from day-to-day life habits of an individual – and the expansion on the back of digital health and AI.

    James Dunn | 3rd Apr 2025 | More
    Investment Leaders Forum 2025: INBrief with Phil Cummins from StepStone Group

    Phil Cummins from StepStone Group speaks to James Dunn at The Inside Network’s Investment Leaders Forum in Byron Bay.

    The Inside Adviser | 17th Apr 2025 | Watch Pause
    Investment Leaders Forum 2025: INBrief with Haran Karunakaran from Capital Group

    Haran Karunakaran from Capital Group speaks to James Dunn at The Inside Network’s Investment Leaders Forum in Byron Bay.

    The Inside Adviser | 17th Apr 2025 | Watch Pause
    Investment Leaders Forum 2025: INBrief with Trent Masters from Alphinity Investment Management

    Trent Masters from Alphinity Investment Management speaks to James Dunn at The Inside Network’s Investment Leaders Forum in Byron Bay.

    The Inside Adviser | 17th Apr 2025 | Watch Pause
    Investment Leaders Forum 2025: INBrief with Tim Carleton from Auscap Asset Management

    Tim Carleton from Auscap Asset Management speaks to James Dunn at The Inside Network’s Investment Leaders Forum in Byron Bay.

    The Inside Adviser | 17th Apr 2025 | Watch Pause
    BIT #11 The commercial property enigma with Bruce Wan from MaxCap Group
    The Inside Adviser | 7th Feb 2025
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    The Inside Adviser | 16th Jan 2025
    BIT #9: The PE puzzle with Nick Miller from Fortitude Investment Partners
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    BIT #8: Unlocking social infrastructure’s investment potential with Cameron Brownjohn from Federation Asset Management
    The Inside Adviser | 29th Jul 2024
    BIT #7: The new captains of capital with Mike Wright from Lonsec
    The Inside Adviser | 22nd Jul 2024
    BIT #6: The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley
    The Inside Adviser | 8th Jan 2024
    BIT #5: Advicetech attraction with Pete Worn from Finura Group
    The Inside Adviser | 11th Oct 2023
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    The Inside Adviser | 11th Oct 2023
    BIT #3: Super fund benchmarking with Ian Fryer from Chant West
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    BIT #2: Investment dynamism with Paul Saliba from SQM Research
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    IN Discussion with Chris Briant, Head of Parametric in Australia.
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    The Inside Adviser | 30th Mar 2021
    Angela Ashton – The Evergreen Responsible Investment Grading Index (ERIG Index)
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    CEO Series with Federation AM CEO Cameron Brownjohn
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    Listed infrastructure vs. unlisted infrastructure with Charles Hamieh
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    The attractions of Global Listed infrastructure for long term investors explained
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    Super
    Illegal SMSF access a problem, but focus on the bigger super picture

    Illegal access to SMSFs by their trustees is one of those issues with a radar signature starting to pulse, but while it must be addressed, it should not overshadow the sector’s health.

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    Super early access for housing would hurt every member’s balance

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    Lachlan Maddock | 18th Nov 2024 | More
    In Practice
    Trump-inspired market gyrations the first big test for Australia’s SMA consultants

    The spectacular market gyrations of April, sparked by escalating trade conflicts, geopolitical tensions and the Presidential ‘X’ account, represent the first significant stress-test for a generation of separately managed accounts (SMAs) run by Australian asset consultants.

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    Recession jitters? Why clients need to hear from advisers now

    GFC. COVID-19. 2023… and now 2025?
    With recession fears once again dominating headlines and markets rattling investor confidence, financial advisers are being called on to do more than just manage portfolios — they are being asked to provide clarity, calm and connection.

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    Authors
    382 Articles
    Tahn is former managing editor across The Inside Network's three publications.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
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    Nicholas Way is editor of The Golden Times and has covered business, retirement, politics, human resources and personal investment over a 50-year career.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
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    Drew is editor of The Inside Network's publications and a principal adviser at Wattle Partners.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
    Authors
    James Dunn Image
    318 Articles
    James Dunn is editor of The Inside Adviser.
    Nicholas Way Image
    19 Articles
    Nicholas Way is editor of The Golden Times and has covered business, retirement, politics, and personal investment over a 50-year career.
    Drew Meredith Image
    713 Articles
    Drew is publisher of the Inside Network's mastheads and a principal adviser at Wattle Partners.

    THE INSIDE WORD: NEW FUND

    Introducing ClearBridge Global Value Improvers Fund

    The Why: A dual-mandate of value plus improvement on certain proprietary ESG metrics creates a disciplined framework for a concentrated high alpha generating portfolio.  

    author
    author

    Sponsored by ClearBridge Investments

  • Recent