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.
Featured in the AFR, Future Generation fund managers pick 13 stocks positioned for energy shocks and the AI boom, targeting resilient, high-growth companies aligned with long-term structural trends and innovation opportunities.
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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.
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.
Future Generation CEO Caroline Gurney speaks to Sean Farrington, Director and Portfolio Manager at Holowesko Partners.
Future Generation pro bono fund manager QVG Capital, led by Tony Waters, employs active, fundamental investing in a concentrated small‑cap Australian portfolio focused on resilient, founder‑led businesses with strong free cash flow.
AFR reports that Future Generation’s pro bono fund managers, featured in Chanticleer’s ‘10 stocks to buy in 2023 (and one surprising short)’, include Apple as a cautious short amid broader high-conviction long ideas.
At a Future Generation event, Phil King of Regal Funds Management described his firm as a growth company following its unsuccessful takeover attempt at Perpetual, signalling ambitious plans post‑merger with VGI.
JANA Investment Advisers Executive Director John Coombe, who sits on the Investment Committees of both Future Generation Australia (ASX: FGX) and Future Generation Global (ASX: FGG), explains the performance and portfolio positions of both Companies.
Future Generation CEO speaks to Jun Bei Liu, Portfolio Manager at Tribeca Investment Partners about recent market volatility, the IMF's 2023 recession forecast and her top stock picks.
Future Generation Australia pro bono fund manager, Sean Fenton from Sage Capital shares his investment insights, lessons learnt, and why managing money pro bono for Future Generation is important to him.
Munro Partners, a global growth investor and Future Generation Global pro bono manager, identifies exceptional structural growth companies—particularly in climate, digital, healthcare and payments—while integrating ESG and supporting youth mental health charities.
Future Generation’s CEO Caroline Gurney sits down with Magellan’s Nikki Thomas, discussing global market positioning, portfolio adjustments, top stock picks, and strategic outlook.
Future Generation speaks with Antipodes’ Jacob Mitchell, exploring a pragmatic value approach, thematic portfolio clusters, and disciplined market outlook across growth and value in uncertain global markets.
Future Generation pro bono fund managers share top stock picks from AMP and health leaders to resources and property, revealing opportunities across sectors in turbulent markets.
Centennial Asset Management’s Matthew Kidman champions a deep-value investment approach, defensive positioning, risk discipline, and strategic balance to deliver consistent, draw-down-aware returns.
Future Generation’s Investment Committee, led by JANA’s John Coombe, unpacks the distinct investment styles of FGX and FGG portfolios, clarifying approach, strategy, and portfolio dynamics for our investors.
Future Generation hosts Sandon Capital’s founder Gabriel Radzyminski to explain activist investing: what it means, how it functions, and vivid examples of shareholder activism shaping corporate behaviour.
