2fold: Investing for impact – Take Stock with John Coombe
Caroline Gurney, CEO of Future Generation, speaks to John Coombe, Executive Director of Jana Investment Advisers, and Investment Committee member for both Future Generation Companies.
Hear from Phil Lowe, Chair of Future Generation Australia and former Governor of the Reserve Bank of Australia.
Join 20,000+ subscribers for market insights, top stock picks, and social impact updates from the Future Generation network.
Caroline Gurney, CEO of Future Generation, speaks to John Coombe, Executive Director of Jana Investment Advisers, and Investment Committee member for both Future Generation Companies.
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.
In this edition of Investment Insights, Future Generation CEO Caroline Gurney speaks to Ben Griffiths, Co-Founder, Managing Director and Portfolio Manager at Eley Griffiths Group.
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.
