Each week we ask a different Fund Manager about their favourite investment. We want to know when and why they bought it, what returns it has given them, and where they think the value is.
Head of asset management at Equity Trustees, Paul Kasian, explains what this great company has got going for it.
CEO of investment manager EC Pohl & Co, Manny Pohl, has held Domino’s Pizza since 2011. It has added considerable value to his portfolio and he explains why he’s still a fan.
Kevin Bertoli is portfolio manager for PM Capital’s Emerging Asia Fund. He explains why Baidu, listed in the US, is the biggest player in its market.
Australia Ethical has taken a cornerstone investment in this small pharma that is about to list. Portfolio manager Andy Gracey and equity analyst Tim Case, tell us why they are optimistic about its cl..
Stock exchanges are attractive businesses to invest in. As we have only one in Australia, you will need to go offshore to buy more blue chips in this space. Investment analyst at PM Capital, Uday Cher..
Elan Miller is senior portfolio manager at Pengana Capital, which added Drillsearch Energy Limited to its portfolio earlier this year. The stock has returned 20% in the six months they've owned it, an..