Category: Watch
The month in 60 seconds: Jan ’21
Mark Riggall, 05 Feb 2021
Portfolio Manager Mark Riggall discusses January’s key highlights in 60 seconds.
Stock Story: Apple
Felix Fok, 05 Feb 2021
With Apple going from strength to strength, Portfolio Manager Felix Fok discusses what’s driving their success and he looks at…
The month in 60 seconds: Dec ’20
Mark Riggall, 13 Jan 2021
Portfolio Manager Mark Riggall discusses December’s key highlights in 60 seconds.
Stock Story: Wesfarmers
Marissa Rossi, 13 Jan 2021
Head of Sustainable Investment Marissa Rossi discusses why we invest in Wesfarmers, the evolution of its formal sustainability framework and…
Stock Story: Atlas Arteria
Daniel Simmonds, 04 Dec 2020
The toll road sector can have attractive qualities for investors. Portfolio Manager Dan Simmonds discusses why we like the less…
The month in 60 seconds: Nov ’20
Mark Riggall, 04 Dec 2020
Watch Portfolio Manager Mark Riggall discuss November’s key highlights in 60 seconds.
Up Close with Peter Beck
18 Nov 2020
We go up close with Peter Beck, Founder and CEO of Rocket Lab to discuss what’s behind his success…
Stock Story: Taiwan Semiconductor Manufacturing Company (TSMC)
Alexander Whight, 05 Nov 2020
This month, Portfolio Manager Alexander Whight shares the story behind the success of TSMC, one of our investments and the…
The month in 60 seconds: Oct ’20
Mark Riggall, 05 Nov 2020
Watch Portfolio Manager Mark Riggall discuss October’s key highlights in 60 seconds.
Stock Story: James Hardie Industries
David Rigby, 06 Oct 2020
This month, Senior Analyst David Rigby looks at James Hardie Industries. He discusses what the company does, the transformation it…