2fold: Take Stock with Doug Tynan

Doug Tynan, leading Future Generation Global pro bono fund manager, shares the mindset, rules and real world examples behind his high performance investing approach.

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Investment insights

October Shareholder Presentations 2025

Join us in Newcastle, Gold Coast, Toowoomba and Noosa to hear from Lee Hopperton, our Chief Investment Officer, along with leading pro bono fund managers.

Q&A with Tony Waters, QVG Capital

QVG’s Tony Waters delivers 28.7% net return in past year through a concentrated, diversified small‑cap strategy—highlighting disciplined, long‑term, quality growth investing within the Future Generation portfolio.

Q&A with Qiao Ma, Lead Portfolio Manager at Munro Partners

Munro’s Qiao Ma highlights resilient global equities and structural tailwinds—Curtiss‑Wright, CoreWeave, Interactive Brokers drive performance—while her team focuses on S‑curve growth, thematic depth, and disciplined stock selection to capitalise on volatility.

‘What a month’: Small-cap funds make history in May

May 2025 marked a historic month for small-cap funds, with top performers like Ophir, Forager, and QVG Capital delivering standout returns, driven by strategic stock picks and market recovery.

RBA rate cuts make this fundie bullish on small caps

Centennial’s Michael Carmody anticipates multiple RBA rate cuts, boosting consumer-facing small caps like Zip and Plenti—highlighting a flexible, contrarian approach that capitalises on policy shifts and market volatility.

Why invest in listed investment companies?

Discover how investing in Future Generation's LICs offers access to top fund managers, potential for capital growth, and supports Australian charities focused on children and youth at risk.

Why Centennial’s Matthew Kidman Went to 50% Cash – and What He’s Buying Now

Centennial’s Matthew Kidman explains his 50% cash allocation amid market turbulence, highlighting a flexible, contrarian approach focused on strong balance sheets, rate-sensitive sectors, and selective small-cap opportunities.

“Meet the Managers” ausbiz Series

Explore exclusive insights from Future Generation’s pro bono fund managers—industry leaders sharing their investment strategies, market outlooks, and commitment to social impact in the ‘Meet the Managers’ series.

Top fundies name 15 stocks to weather the storm

Discover 15 top stock picks from Future Generation's expert fund managers, including Lanyon Asset Management's Johns Lyng Group, offering strategic insights to navigate current market volatility."

Trump’s tariff shock is smashing markets. The worst could be yet to come

Trump's latest tariff shock rattles markets, but it's the mounting uncertainty—over global supply chains, inflation, and geopolitical tensions—that could inflict deeper, longer-lasting damage on investors.

Future Generation Women: Driving Returns and Gender Equality

Future Generation’s May 2024 update highlights strong small and mid-cap growth, 4.2% monthly returns, $5.4M social investments, and leadership by new Chair Philip Lowe, driving impact and value.

Nine top stock picks to prepare your portfolio for 2025

"Explore the top nine 2025 stock picks from our pro bono fund managers—across ed‑tech, healthcare, ride‑sharing and digital entertainment—delivering long‑term insights for resilient, socially driven portfolios.

10 top fund managers reveal their long-term stock picks

Our pro bono fund managers share ten standout long‑term stock picks—from ResMed and Amazon to Vert x and Mineral Resources—guiding strategic investing that fuels both returns and youth‑focused social impact.

Insights from Oscar Oberg, Lead Portfolio Manager at Wilson Asset Management

Future Generation presents insights from Oscar Oberg (WAM Capital, WAM Microcap, WAM Research, WAM Active)—highlighting small‑cap rebound potential in 2025 and the enduring value of active, purpose‑driven management.

Forrest-backed all-female fund wants to change a pale, male industry

As featured in AFR, Future Generation Women, seeded with $100M from Minderoo Foundation, empowers female fund managers to advance gender equity, delivering strong returns and impactful social change.

2fold: Take Stock with Mark Holowesko, Holowesko Partners

Mark Holowesko, CEO of Holowesko Partners, shares insights on market trends, the US election, and AI in this Future Generation podcast episode. Listen now for expert investment perspectives.