Ellerston Capital portfolio manager Alexandra Clarke is a leading stock picker and analyst with experience in IPO and pre-IPO markets. A highly-experienced small and micro-cap investor, she tells why, in her universe, bad news isn’t always bad, why she prefers founder-led companies, why she generally eschews resources and how, in an increasingly uncertain world, small can be beautiful.
Get ready for a Melbourne Cup-day rate rise was the consensus opinion from an economics panel at the Forbes Business summit in Sydney.
Newgate Stud managing director Henry Field describes his work as venture capitalism, but in bloodstock. He reveals his passion for horses and how that drove his mission to build one of Australia’s largest stallion operations, now home to Extreme Choice, arguably the country’s most elite studhorse.
Tim Reynolds, one of the founders of quant firm Jane Street Capital, which now trades trillions of dollars’ worth of securities annually, stepped back from the company more than a decade ago to concentrate on building art schools and private resorts to support them in some of the world’s most beautiful but economically challenged locations.
In an exclusive interview with Forbes Australia, Platinum CEO Andrew Clifford reveals his thoughts on this year’s investment landscape.
Price is what you pay, value is what you get. If you were trying to play the inflation, then you’d be going into some of the miners, some of the energy, some of the commodity producers, some of the resource companies, says David Paradice.