Over 5 short videos, Head of Investment Strategy Anthony Doyle shares Firetrail's process of picking current and future sustainable leaders to develop a concentrated portfolio of global equities.
Simon KawaguchiMay 22, 2024
Firetrail Investment Specialist Eliza Clarke and Equity Analyst Dean Fremder share their ‘Chart of the Week’: a look at increasing cost of insurance and market expectations in response to the Fed's latest interest rate announcement.
Simon KawaguchiMarch 22, 2024
In this episode, small caps analyst Carta Ryan tells us what she thinks really matters for Life360’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
Simon KawaguchiMarch 18, 2024
Blake Henricks presents at the Pinnacle Insights Series 2024, sharing the team's latest views on Australia’s big bank valuations & two high conviction investment calls.
Simon KawaguchiMarch 15, 2024
Eliza Clarke is joined by Blake Henricks (Deputy MD and Portfolio Manager) and Eleanor Swanson (Portfolio Manager) to wrap up the busy February 2024 reporting season in this short 5 minute video.
Simon KawaguchiMarch 11, 2024
In this episode, Portfolio Manager of the Firetrail Australian High Conviction Fund, Blake Henricks, tells us what he thinks really matters for Ampol’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
Simon KawaguchiMarch 5, 2024
James Miller presents at the Pinnacle Insights Series 2024, sharing the team's latest approach on investing in global companies with a sustainable edge.
Simon KawaguchiFebruary 14, 2024
A look at how more neutral interest rates have impacted growth & value investments and which age groups are contributing most to consumer spending.
Simon KawaguchiNovember 24, 2023
