Whilst the hunt for opportunities is enjoyable, there is nothing like the validation of getting it right – particularly when you’ve taken a different view to the market. In his rapid fire interview with Livewire earlier this month, Dion Hershan shares his hot take on markets, why validation reigns supreme and discusses the stocks and sectors he is liking (as well as those he is underweight).
11 Apr 2024
Whilst the hunt for opportunities is enjoyable, there is nothing like the validation of getting it right – particularly when you’ve taken a different view to the market. In his rapid fire interview with Livewire earlier this month, Dion Hershan shares his hot take on markets, why validation reigns supreme and discusses the stocks and […]
20 Oct 2023
Michael Steele: Two mining stock selections
Michael Steele, Small Caps Co-Portfolio Manager, sits down with Ausbiz’s Andrew Geoghegan to discuss the potential outlook for small cap...
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China Trip: Policy Matters
We recently returned from an investment trip to China and, as is usually the case, arrived home more confused than when we...
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