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Firetrail Australian High Conviction Fund
Firetrail Australian Small Companies Fund
Firetrail Absolute Return Fund
Firetrail S3 Global Opportunities Fund (Managed Fund) (ASX:S3GO)
Firetrail S3 Global Opportunities Fund (Hedged)
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Weekly insights from the Trail
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Featured
Weekly insights from the Trail
Three things that got the team talking this week
October 4, 2024
1. War and Oil 2. Copper - deep dive 3. France – great for visiting, not so good for doing business
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Featured
Weekly insights from the Trail
Chart of the week
October 3, 2024
A look at closing auction levels vs on market volume.
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Podcast
Firetrail Equity Edge Podcast Episode 18
September 30, 2024
In this episode, global Portfolio Manager James Miller joins Anthony Doyle and tells us what he thinks really matters for Schneider’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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Weekly insights from the Trail
Three things that got the team talking this week
September 27, 2024
1. Blow torch on Australian Supermarkets 2. Electricity demand – higher in the future but also, higher now! 3. Food – back to normal
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Weekly insights from the Trail
Chart of the week
September 26, 2024
A look at global rate cuts.
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Research Insights
ASX 200 index concentration: great when it works, terrible when it reverts
September 24, 2024
With the top 10 stocks in the ASX 200 accounting for 49% of the index, we analyse what this concentration can mean for investors.
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About
Funds
Firetrail Australian High Conviction Fund
Firetrail Australian Small Companies Fund
Firetrail Absolute Return Fund
Firetrail S3 Global Opportunities Fund (Managed Fund) (ASX:S3GO)
Firetrail S3 Global Opportunities Fund (Hedged)
Insights
Sustainability