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Firetrail is an investment management firm that specialises in high conviction investing. We build concentrated portfolios of our best ideas, to generate outstanding long-term performance for our clients.
We interview Firetrail’s Portfolio Managers and Equity Analysts about a stock we have invested in to provide you with the Firetrail Equity Edge.
We interview Firetrail’s Portfolio Managers and Equity Analysts about a stock we have invested in to provide you with the Firetrail Equity Edge.
진행자:
업데이트 빈도:
every 27 days
평균 오디오 길이:
8 minutes
게스트 인터뷰
스폰서 있음
영어
미국
에피소드 36 개
2024년 2월 1일부터
episodic
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Passive and index-style investing now dominate global and Australian equity markets while active management has been falling out of favour. But it’s our view passive investing is riskier than ever, and well-executed active management offers patient investors a better way forward.
In this episode, …
이전 에피소드 🔗
Macquarie Group (MQG) is global financial services group based in Sydney. They provide the full spectrum of financial services across banking, funds management, advisory, and also hold significant investments on their own balance sheet.
In this episode, Firetrail High Conviction Fund Portfolio Man…
Virgin Australia Airlines has recently re-listed on the ASX. As one of only 3 airlines now operating domestic flights in Australia, Virgin holds a significant market position - but we believe the market is still undervaluing this stock.
In this episode, Firetrail Australian High Conviction Analyst…
CATL is the world’s largest battery cell manufacturer, producing around one-third of all global battery cells. Dual-listed in China and Hong Kong, it is a key supplier to the global electric vehicle industry.
In this episode, Firetrail S3 Global Opportunities Fund Portfolio Manager James Miller jo…
Agentic AI is the next frontier in enterprise automation—and ServiceNow is right at the centre of it. ServiceNow is a cloud-based software platform that helps businesses automate and streamline workflows across IT, HR, customer service, and more. The company uses agentic AI, enabling autonomous, AI…
DigiCo Infrastructure REIT (DGT) is an owner, operator, and developer of data centres. The business currently owns a portfolio of 10 data centres across Australia and the U.S., with additional sites under development.
In this episode, Firetrail Australian High Conviction Analyst David Glasser join…
Advanced Micro Devices (AMD) are one of the key architects of the digital world. They design high-performance microprocessors – essentially, the "brains" – that power a vast range of electronics. Their CPUs rival Intel in computing, while their GPUs compete with Nvidia in the booming AI space.
In …
Baby Bunting Group (BBN) is Australia’s largest specialty maternity and baby retailer, with 75 stores across Australia and New Zealand. In this episode, Firetrail Australian Small Companies Fund Analyst Carta Ryan joins product specialist Ben West and tells us what she thinks really matters for BBN…
In this special edition of the Firetrail Equity Edge podcast, Catie Ryan is joined by Eleanor Swanson, Co-Portfolio Manager of the Firetrail Australian Small Companies Fund, and Blake Henricks, Co-Portfolio Manager of the Firetrail Australian High Conviction Fund.
This episode covers Firetrail ins…
Taiwan Semiconductor Manufacturing Company (TSMC) is a Taiwan based pure-play semiconductor foundry, focused exclusively on the manufacturing of logic chips. The chips TSMC manufacture are essential to many technology giants and are at the heart of numerous everyday products such as smartphones, la…
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