Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • James Dunn

  • Lachlan Buur-Jensen

  • Stephen Dover

What winning fundies go through when they lose

After posting a 16.6 per cent average annual return since 2014 and 31.8 per cent in FY20/21, the Cyan 3G Fund lost 35.8 per cent in FY21/22. So how does it feel, as a fund manager, when things head south in dramatic fashion? The fund’s co-founder, Dean Fergie, speaks to The Inside Network’s James Dunn.

James Dunn | 13th Apr 2023 | More
Why this fundie thinks Transurban is attractive

Increased traffic volumes and higher earnings have provided valuation support for the infrastructure company, ClearBridge Investments’ Shane Hurst says, with the post-COVID-19 recovery positioning the business for solid growth.

Lachlan Buur-Jensen | 27th Feb 2023 | More
  • What are McDonald’s, Google and LVMH telling us about the economy?

    Some of the world’s biggest companies including Mcdonald’s, Alphabet and LVMH released quarterly earnings last week. Here are four takeaways for investors.

    Lachlan Buur-Jensen | 1st Aug 2022 | More
    The income conundrum

    The combination of rising global interest rates and increasing recession fears has complicated the current investing environment.

    Stephen Dover | 11th Jul 2022 | More
  • The View from the Oasis of Optimism

    It’s a cliché that sometimes, the best way to view a problem is to go somewhere else and look at it from a different perspective.

    James Dunn | 11th Jul 2022 | More