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4 May 2022 - Update on Q1 2022 Webinar Recording
Update on Q1 2022 Webinar Recording Laureola Advisors April 2022 On Wednesday, April 27, Laureola Advisors shared an update on Q1 2022. Request for the recording now! ABOUT LAUREOLA ADVISORS The best feature of the asset class is the genuine non-correlation with stocks, bonds, real estate, or hedge funds. Life Settlement investors will make money when others can't. Like many asset classes, Life Settlements provides experienced and competent boutique managers like Laureola with significant advantages over larger institutional players. In Life Settlements, the boutique manager can identify and close more opportunities in a cost effective manner, can move quickly when necessary, and can instantly adapt when opportunities dry up in one segment but appear in another. Larger investors are restricted not only by their size and natural inertia, but by self-imposed rules and criteria, which are typically designed by committees. The Laureola Advisors team has transacted over $1 billion (US dollars) in face value of life insurance policies. Funds operated by this manager: |
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3 May 2022 - Twitter bids, social media monetisation and control in volatile markets
Twitter bids, social media monetisation and control in volatile markets Forager Funds Management 02 May 2021
In this episode, CIO Steve Johnson is joined by whisky-naysayer (and Senior Analyst) Chloe Stokes to discuss the bid for Twitter, social media monetisation, and control in volatile markets. Chloe also shares her experience as a younger investor and reveals the stocks (and burgers) currently on her watchlist. "As shareholders, we can't help but be disappointed. We bought [Twitter] because we thought the platform had a lot of potential," Chloe tells Steve. "It's obvious that we think it's worth more than the bid, because we held it through periods where it was trading much higher and still thought it was worth more than those higher prices. So, we are definitely not happy from a price perspective, but on the other hand, we can't stop talking about it." Timestamps 02.30 Start |
Funds operated by this manager: Forager Australian Shares Fund (ASX: FOR), Forager International Shares Fund |
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20 Apr 2022 - The Ardea Alternative - Foreign Currency Management
The Ardea Alternative - Foreign Currency Management Ardea Investment Management 28 March 2022 Key Portfolio Construction Trade-Offs Dr. Laura Ryan and Tamar Hamlyn are joined by Dr. Nigel Wilkin-Smith to discuss the importance of currency management for AUD investors, along with the backdrop created by the regulatory environment in superannuation, particularly the YFYS performance test. |
Funds operated by this manager: Ardea Australian Inflation Linked Bond Fund, Ardea Real Outcome Fund |
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7 Apr 2022 - The Rise of the Contactless Economy
The Rise of the Contactless Economy Insync Fund Managers March 2022 Fingertip readers and facial recognition used to be something we only saw in Hollywood movies, now they are staples in our economy. The way we purchase has dramatically adjusted to the new normal. Covid-19 has created an unprecedented global change in how we pay for things. There has been a profound and permanent change in behaviour in Australia and many parts of the world. Payment apps are easy to use, they offer improved security and the work from home offers balance, since Covid means more time to browse from home via laptops and phones.
Insync's Portfolio Manager, John Lobb tells us more on the The Rise of the Contactless Economy Megatrend: Funds operated by this manager: Insync Global Capital Aware Fund, Insync Global Quality Equity Fund |
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6 Apr 2022 - Paragon - Quarterly Update & Outlook Webinar (1-Apr)
Webinar recording: Quarterly Update & Outlook Webinar (1-Apr)
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5 Apr 2022 - American bourbon and business insights
American bourbon and business insights Forager Funds Management 24 March 2021 Steve Johnson and Gareth Brown are in Chicago for an episode of 'Stocks Neat'. They taste-test an American bourbon and recap their research trip in the US. Tune in as they reflect on the impacts of inflation and supply chain disruptions on businesses in the US, and the potential impact of the war in Ukraine on the Australian economy. |
Funds operated by this manager: Forager Australian Shares Fund (ASX: FOR), Forager International Shares Fund |
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28 Mar 2022 - Manager Insights | ASCF
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Chris Gosselin, CEO of FundMonitors.com, speaks with Filippo Sciacca, Director of Investor Relations & Asset Management at ASCF. The ASCF High Yield Fund has a track record of 5 years and has outperformed the Bloomberg AusBond Composite 0+ Yr Index since inception in March 2017, providing investors with an annualised return of 8.73% compared with the index's return of 2.73% over the same period.
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22 Mar 2022 - Supply chains, logistics and inflation
Supply chains, logistics and inflation Forager Funds Management 07 March 2021 In this video, Steve Johnson and Chloe Stokes discuss a topic that's been top of mind for many investors: cost inflation and what it might mean for the future. The impacts have been pretty widespread so far, Steve says. For example, supply shortages have resulted in product mark-ups from the likes of Installed Building Products (NYSE:IBP), while online beauty retailer Adore Beauty's (ASX:ABY) customer acquisition costs have increased significantly as competition for its customers increases, and fast-fashion retailer Boohoo's (LON:BOO) margins have taken a hit due to significant increases in freight costs. |
Funds operated by this manager: Forager Australian Shares Fund (ASX: FOR), Forager International Shares Fund |
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21 Mar 2022 - Manager Insights | DS Capital
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Chris Gosselin, CEO of Australian Fund Monitors, speaks with Rodney Brott, CEO & Executive Director of DS Capital. The DS Capital Growth Fund has a track record of 9 years and 2 months and has outperformed the ASX 200 Total Return Index since inception in January 2013, providing investors with an annualised return of 14.56% compared with the index's return of 9.07% over the same period.
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17 Mar 2022 - Australian Equities - At The Crossroads?
Australian Equities - At The Crossroads? Airlie Funds Management 08 March 2022 |
After varying lengths of ever-lower interest rates, RBA asset-buying and benign inflation - all three are reversing course, resulting in increasingly volatile equity markets in 2022. Airlie Portfolio Manager, Matt Williams and Equities Analyst, Will Granger explore what this means for Australian equities. The pair analyse the latest February earnings season and provide insight into the Airlie Australian Share Fund (AASF) portfolio. Timestamps: Funds operated by this manager: Airlie Australian Share Fund |