Insights

Our latest insights from the trail

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FeaturedWeekly insights from the Trail

Three things that got the team talking this week

November 15, 2024
1. Visit to Newmont's largest gold mining assets 2. US shares increasingly dominate global equity markets 3. How America uses its Land
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FeaturedWeekly insights from the Trail

Chart of the week

November 14, 2024
A look at RYAN Specialty and niche insurance claim trends in the US.
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Podcast

Firetrail Equity Edge Podcast Episode 20

November 11, 2024
In this episode, Firetrail High Conviction Fund co-portfolio manager Blake Henricks joins product specialist Catie Ryan and tells us what he thinks really matters for SEEK’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
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FeaturedFund Updates

Introducing ASX: FSML (The Firetrail Australian Small Companies Fund – Active ETF)

November 10, 2024
The Firetrail Australian Small Companies Fund - Active ETF (ASX: FSML) will be available on 18 November 2024 as an active ETF. Portfolio Manager Eleanor Swanson explains what the active-ETF offers investors and outlines Firetrail's approach to investing across the asset class.
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FeaturedWeekly insights from the Trail

Three things that got the team talking this week

November 8, 2024
1. Looking for your next job? 2. Capital rising 3. US voting was one way traffic
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FeaturedWeekly insights from the Trail

Chart of the week

November 7, 2024
A look at the percentage of company revenue from North America.