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Ausbil Investment Management's Tobias Bucks brings charm, original thinking and an unusual lens to global small cap investing, with a fascination for what longevity means across retirement, healthcare and markets. In this episode, Bucks talks about the opportunities arising from ageing populations, including hospice care and skilled nursing, and how AI is compressing timelines in drug development. He explains his process for finding niche leaders with high gross margins and positive earnings revisions in the $1 billion to $15 billion range, a space where the market is inefficient enough for active managers to make a real difference.
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EPISOD LAIN DALAM PODCAST INI
Many investors believe exposure to several managers makes them diversified. Orbis Investments' Alison Savas argues the reality is less comfortable. In this episode, Savas explains how passive investing has hardwired yesterday's winners into tomorrow's portfolios, why concentration in global equi ...
Returns are no longer what keeps HNW clients loyal. Praemium research shows 36 per cent of wealthy investors rank trust above everything else, and the gap between what advisers think they are being evaluated on and what clients actually decide on is wider than most practices realise. Praemium's ...
Australian small caps are being reshaped by artificial intelligence, higher interest rates and a sharp reassessment of growth companies. For long-term investors, that disruption may be creating opportunities as well as risk. Yarra Capital Management’s Katie Hudson examines where AI-related retur ...
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 Joseph Ziller from Ziller Funds Management covers how to assess founder quality beyond the financials, the red flags that disqualify an othe ...
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