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Small Caps, Big Ideas 2023

Caroline Gurney and Magellan Financial Group Portfolio Manager, Nikki Thomas speak to Founder and Managing Director of ausbiz, Kylie Merrit during the 'Small Caps, Big Ideas' Webinar.

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2fold: Investing for impact – Take Stock with Nikki Thomas

Nikki Thomas, Portfolio Manager at Magellan, shares insights from the US reporting season, her global equities experience, and why she remains optimistic on the outlook for world-leading US stocks.

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2fold: Investing for impact, Episode 10 with Bernie Shakeshaft

This podcast episode features Bernie Shakeshaft, founder of BackTrack Youth Works, who shares how animal-assisted agricultural learning transforms at-risk youth, expands across Australia, and keeps kids engaged and hopeful.

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Future Generation Summit 2023 – Access the insights

Future Generation hosted its Summit in Sydney on 26 October 2023, inviting investors and philanthropists such as Geoff Wilson, Dan Pallotta, David Gonski and others to explore strategic giving, impact investing and social change.

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Nine stock picks from some of Australia’s biggest fund managers

Future Generation’s pro bono fund managers feature in the SMH’s ‘Nine top stock picks to prepare your portfolio for 2025’, spotlighting healthcare, ride‑sharing and YouTube entertainer investments for long‑term growth.

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Meet the Manager – Morry Waked, Vinva

Future Generation’s pro bono fund manager Vinva, led by Morry Waked, applies quantitative, AI-driven strategies to deliver diversified Australian and global portfolios, enhancing shareholder returns while aligning with Future Generation’s impact mission.

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2fold: Investing for impact – Take Stock with Nick Markiewicz

Nick Markiewicz discusses his investment process and how it has evolved over his career, how Lanyon selects companies to invest in and the investment case for Universal Music Group.

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Q&A with Stephen Carbone, Founder and CEO of Prevention United

Prevention United is part of the new portfolio of impact partners funded by Future Generation Global.

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Meet the Manager – Zehrid Osmani, Martin Currie

Future Generation’s pro bono fund manager Martin Currie focuses on sustainable, high‑conviction quality growth investment—unconstrained, ESG‑centric, concentrated portfolios of 20–30 globally diversified positions built on rigorous fundamental analysis.

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Q&A with Chris Varney, Founder and Chief Enabling Officer of I CAN Network

I CAN Network, Australia’s largest autistic led youth mentoring organisation delivers peer programs that build belonging, optimism and long-term mental wellbeing.

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Top fundies name 16 stocks for tougher markets

Chanticleer compiles ‘16 stock picks for tougher markets’ from fund managers at Future Generation events, spotlighting resilient ideas such as CSL, Domain, Kogan, ResMed and GFL Environmental.

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A recap from our social impact partners

Read an overview of our non-profit partners who joined our National Shareholder Presentations in 2023.

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Meet the Manager – Dr David Allen, Plato Investment Management

Future Generation pro bono fund manager Plato, led by Dr David Allen, deploys a long-short, net-zero-aware strategy with a proven red-flag system, delivering alpha while aligning with climate-friendly principles.

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Investment Insights with Sean Farrington from Holowesko Partners

Future Generation CEO Caroline Gurney speaks to Sean Farrington, Director and Portfolio Manager at Holowesko Partners.

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Q&A with Andy Hamilton, Founder of Human Nature

Human Nature, a youth mental health service led by Andy Hamilton, delivers wraparound, clinician-led nature-based therapy to engage at-risk young people and prevent crises.

Future Generation Global
Q&A with Zoe Black, CEO and Co-founder of Happy Paws Happy Hearts (HPHH)

Happy Paws Happy Hearts (HPHH) builds confidence and connection by pairing socially isolated individuals with rescue animals in purposeful programs that foster resilience and community.