Antipodes Partners' Deputy Portfolio Manager, Graham Hay, presents: The end of Goldilocks?
What are the current risks to the financial markets?
What clusters represent value today?
What are the shorting...
CommSec Executive Series - Antipodes Global Investment Company
August 27, 2018
CommSec's Tom Piotrowski speaks with Antipodes Global Investment Company (APL) Deputy Portfolio Manager, Sunny Bangia about APL’s performance, its investment approach and opportunities in China.
Against a backdrop of tightening monetary liquidity, an exceptionally strong global earnings cycle, moderating Eurozone and Chinese growth and growing trade tensions, the June quarter witnessed a notable...
Mobile connectivity positions such as Qualcomm currently comprise ~5% of the Antipodes Global Fund, with our position in the latter building steadily since mid-2017. These exposures are cheap...
Market Commentary - June 2018
Global equity performance was subdued over the quarter, returning +0.5% in USD terms. Troubled by fears of de-synchronising global growth, specifically in Europe, Asia and Emerging...
Webinar: Diagnosing value in global healthcare
May 17, 2018
Andrew Baud, Deputy Portfolio Manager / Investment Analyst, will be hosting a webinar to discuss the performance of global healthcare and Gilead Sciences.
CNBC: Jacob Mitchell explains Antipodes' European exposure
April 30, 2018
The CNBC panel discusses Antipodes' European holdings like EDF and Telecom Italia.
CNBC: Jacob Mitchell explains why Antipodes sees value in Korea
April 24, 2018
The CNBC panel discusses Antipodes' Korean exposure and the opportunities in the Korean market.
The healthcare sector is renowned for its dominant drug franchises, pricing power, consolidated distribution and predictable customer (patient) base but has noticeably lagged the broader global market for the...
Antipodes Partners’ quantitative tools have progressively highlighted the growing valuation gap between the Telecommunication Sector and the global market. As evidenced in Figure 1, the global Telecommunication Sector has...
Antipodes Partners' expands investment team and opens London office
September 15, 2017
Sydney, 15 September 2017: In its first two years, leading global investment manager Antipodes Partners Limited (Antipodes Partners) has witnessed significant growth in assets under management (AUM) to over...
The European Union (EU) has often been described as an economic impossibility, however a conclusive and over-looked fact remains, that since the birth of the Euro, the EU has...
Pinnacle Investment Summit 2017
July 26, 2017
In this 12 minute presentation from the Pinnacle Investment Summit 2017, Jacob Mitchell, Chief Investment Officer at Antipodes Partners discusses using multiple levers (long, short and currency) to manage...
Though the U.S. office supplies market has consolidated down to Staples and Office Depot (ODP), many investors consider these two extremely dominant businesses dinosaurs facing extinction by Amazon. We...
Antipodes Partners takes out three awards at 2017 Fund Manager of the Year Awards
May 24, 2017
Sydney, 26 May 2017: Australian-based global investment manager, Antipodes Partners, has been recognised as among Australia’s leading fund managers, taking out three awards at the 2017 Money Management Fund...
Antipodes Global Fund Product Review
May 19, 2017
Ross Macmillan, Senior Analyst at Morningstar Australasia provides an overview of the Antipodes Global Fund and what sets Antipodes apart from other managers. The Antipodes Global Fund received a...
Testing the Thesis
Baidu, the dominant search engine and “Google” of China, has been a foundation holding at Antipodes Partners. We originally featured the business in our September 2015 Quarterly...
Webinar: Shopping Global Consumer Opportunities
May 5, 2017
Commsec Executive Series - Antipodes Global Investment Company
May 3, 2017
Commsec's Tom Piotrowski speaks with Jacob Mitchell, CIO of Antipodes Global Investment Company about the company's investment philosophy, the global investment landscape and how Antipodes is positioned to take...
Media release: Antipodes Global LIC closes above $300m, heavily oversubscribed
October 5, 2016
Represents third largest LIC IPO raising in Australia
Sydney, 6 October 2016: Antipodes Global Investment Company Limited (ASX: APL) – the first listed investment company (LIC) managed by Antipodes Partners...
Switzer: The LIC Masterclass
September 28, 2016
Jacob Mitchell from Antipodes Partners joins Peter Switzer to discuss their new Listed Investment Company IPO, investing in a LIC, and the stocks and sectors he likes right now.
Antipodes Global Investment Company Limited (ASX: APL) receives "Recommended" rating from Zenith
August 23, 2016
Jacob Mitchell’s successful track record bolsters confidence of ratings agency
As it officially opens to investors, Antipodes Partners Limited’s first listed investment company (LIC) - Antipodes Global Investment Company Limited...
Given the dislocation in financial markets following today’s historic “Brexit” vote, we thought we would share our immediate thoughts. Like many, the result has surprised us. Whilst we’ve frequently...
Adviser Webinar: Long/short opportunities in the global energy sector