INSight #442 with Joel Fleming from Yarra Capital Management
Joel Fleming from Yarra Capital Management shares insights with James Dunn from The Inside Network on the micro-caps difference.
Dion Hershan of Yarra Capital Management highlights mid‑caps as the market’s “sweet spot,” offering proven balance sheets and growth prospects without...
Barwon’s Jonathan Pullin unpacks the ASIC Report 820 findings and what the guidance means as private credit becomes a portfolio staple.
Daniel Kelly of Viola Private Wealth explains when passive makes the most sense, where active still earns its place, and how GDP, inflation, and retail...
High-quality franchise, clean balance sheet and a valuation compressed by temporary margin pressure. Caroline Cai of Pzena Investment Management explains why...
Lonsec chief executive Mike Wright sits down with Tahn Sharpe to discuss the firm’s recent acquisition by GDG, how managed accounts have radically altered...
Respected advice technology expert, Finura Group’s Peter Worn, grabs a coffee with Tahn Sharpe and chats about the systems and processes that form the...
In a shifting global landscape, Chris Wallis from Vaughan Nelson outlines how geopolitics, fiscal intervention, and structural change are shaping the new...
Rakesh Bordia of Pzena Investment Management sets out the discipline behind deep value investing, and the judgement at its centre, distinguishing a sound...