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.
Recent Commentary
The perfect leverage to the property market – Lend Lease Group
Head of asset management at Equity Trustees, Paul Kasian, explains what this great company has got going for it.
Domino’s delivers for shareholders
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.
Consider this Chinese search engine for international flavour
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.
A new pharma to have faith in – innate immunotherapeutics
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..
Try this global blue chip – Chicago Mercantile Exchange Group
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..
Digging for value with Drillsearch (DLS)
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..
