2fold: Take Stock with Tom Richardson

Tom Richardson, Portfolio Manager at Paradice Investment Management shares insights into the current market landscape, with a particular focus on China, mining stocks and the performance of small-cap companies.

Stay up to date

Join 20,000+ subscribers for market insights, top stock picks, and social impact updates from the Future Generation network.

In this episode of “Take Stock,” Caroline Gurney, CEO of Future Generation speaks with Tom Richardson, Portfolio Manager at Paradice Investment Management to discuss his insights into the current market landscape, with a particular focus on China, mining stocks and the performance of small-cap companies. Tom shares why managing Future Generation funds is not only a professional responsibility but also a personal mission.

Listen time: 20 minutes

Transcript available here.

Recommendations

‘No from us’: Antipodes avoids SpaceX but likes this AI stock instead

Vihari Ross talks about the market’s hottest IPO, where she’s spotting opportunity to ride the chip boom and why she cashed out of Hyundai.

Plato, Munro invest in SpaceX as rival funds wait for the sellers

Munro Partners and Plato Investment Management are among the few Australian growth funds to invest in Elon Musk’s SpaceX IPO while most of their rivals are sitting back until the world’s hottest stock becomes cheaper.

This hedge fund is already preparing to sell its SpaceX stake

As retail investors scramble for a slice of Elon Musk’s blockbuster SpaceX float at the end of the week, one Australian hedge fund manager is planning to cash in as soon as he can.

Hedge funds double short bets on big four banks to a record $11b

Australia’s major banks are under a fresh attack from hedge funds who have doubled their short positions in the past six months to almost $11 billion.