The new growth frontier: INDepth with Michael Testorf from ClearBridge Investments
Michael Testorf from ClearBridge Investments speaks to James Dunn from The Inside Network on the new growth frontier.
INDepth
Thursday 13th June 2024
Share
Rethinking growth and portfolio discipline: INDepth with Dion Hershan from Yarra Capital Management
Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network for our INDepth series on rethinking growth and portfolio discipline.
One size does not fit all capital: INDepth with Daniel Chersky from Alceon
Most mid-market founders are left with cookie cutter options that do not fit. Daniel Chersky of Alceon unpacks how hybrid capital fills the gap and why...
The reality of active vs index investing: INDepth with Sue Lee from S&P Dow Jones Indices
Sue Lee from S&P Dow Jones Indices speaks to Laurence Parker-Brown from The Inside Network on SPIVA: The reality of active vs index investing.
Investing in essential systems: INDepth with Nick Langley from ClearBridge
ClearBridge’s Nick Langley on why the efficiency paradigm that rewarded investors for 30 years is shifting, and what systems-led investing means for real...
Super fund benchmarking with Ian Fryer from Chant West
Lachlan Maddock chats to the inimitable Ian Fryer about all things superannuation, including the developing practices around super fund benchmarking and...
The commercial property enigma with Bruce Wan from MaxCap Group
The commercial real estate market has traditionally presented a defined set of investment paths for financial advisers, but in the modern era it’s a niche...
Value traps and income conviction with Andrew Hamilton from Antares Capital
Australian investors tend to underestimate the role dividends play in long-term returns. Antares Capital’s Andrew Hamilton has spent more than two...
Founder-led investing with Joseph Ziller from Ziller Funds Management
Is founder-led investing a genuine, repeatable edge, or just a story investors tell themselves? This episode makes the case that it is. The discussion with...