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 […]
26 May 2021
Why are Australia’s credit zombies MIA?
Phil Strano, Portfolio Manager of the Yarra Absolute Credit Fund, takes a look at the respective risk and return profiles...
3 minute read
13 Sep 2023
Unpacking earnings season
Marcus Ryan (Co-PM, Broadcap Equities), Ed Waller (Co-PM, Ex-20 Equities), Michael Steele (Co-PM, Smallcaps) and Joel Fleming (PM, Microcaps) look...
1 minute read
0 Comments