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  • Webinar: Volatility - dead or in hibernation?
    August 16, 2017
    In this 30 minute webinar Jacob Mitchell, CIO at Antipodes Partners discusses selective global equity opportunities.
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    Making Italy Great Again
    August 15, 2017
    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...
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    Market Commentary
    July 7, 2017
    Market Commentary - June 2017 During June, global equity markets rose +0.5% (USD terms, -2.5% AUD) with significant strength in China (+5.0%), followed by Japan (+1.1%) and Korea (+1.0%) whilst Europe...
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    Market Outlook
    July 7, 2017
    Socio-Macroeconomic Overview Following on from the March quarter, the June quarter offered a series of vignettes relevant to the longer-term macro discourse, including: The overarching appetite for change, stemming from rising...
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    Volatility: dead or in hibernation?
    July 6, 2017
    Stability leads to instability. The more stable things become and the longer things are stable, the more unstable they will be when the crisis hits – Hyman Minsky Volatility is...
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    Office Depot
    July 6, 2017
    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...
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    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...
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    The Million Euro question facing the EU
    May 16, 2017
    With the election of Emmanuel Macron to France’s highest office, the European Union (EU) now stands at a crossroads. As a monetary union with structurally different economies, the Eurozone...
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    Baidu – Well placed and well priced
    May 8, 2017
    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...
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    The Australian: Investors slow to notice European recovery
    April 27, 2017
  • Webinar: Europe - Selective domestic opportunities
    February 22, 2017
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    AFR: Antipodes puts faith in European banks
    February 15, 2017
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    Telecom Italia
    January 15, 2017
    More than just Italian Mired in the uncertainty of Italian politics and unresolved banking issues, investors have penalised Italian corporates over the past year. In 2016, Italy’s stock market was...
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    ING Groep - A leader in digital distribution
    November 30, 2016
    Global Bank Opportunities The one constant in global markets is change and since the 2008 financial crisis, the financial sector has faced no shortage of challenges with many banks stuck...
  • Adviser Webinar: Bond-like equities, be careful what you wish for!
    November 17, 2016
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    Politics Strikes Again – TrExit
    November 9, 2016
    Four months ago we sat in amazement as the results of the Brexit referendum were tallied. A strong sense of déjà vu hangs in the air as the tally...
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    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.
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    NOW THAT'S A COMMODITY DIVIDEND!
    September 23, 2016
    23 September, 2016: Last night Norway’s Krone surged as the Norges Bank refrained from cutting interest rates.  In his February address to the Norges Bank Supervisory Council, Governor Oeystein...
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    AFR: Antipodes sticks with Samsung, shorts Aussie infrastructure
    September 19, 2016
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    Investing globally to address the trifecta of Aussie risks
    September 16, 2016
    Domestic investors are waking up to the limitations and inherent risk of having all of their investment eggs coddled in one Australian basket. The trifecta is having high exposure...
  • High conviction stock selection
    September 3, 2016
    In this short video, Jacob Mitchell discusses the rationale behind holding 30-50 stocks in the Antipodes Global Fund.
  • Identifying opportunities from a universe of global companies
    September 3, 2016
    In this short video, Jacob Mitchell discusses the Antipodes Partners' approach to idea generation.
  • The role of shorting and active currency management
    September 3, 2016
    In this short video, Jacob Mitchell discusses the role of shorting and active currency management in the Antipodes Global Fund.
  • Adviser Webinar: A deeper dive into Antipodes Partners' technology exposures
    August 29, 2016
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    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...
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    AFR: Uncovering value in bank stocks far from home
    August 15, 2016
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    The Australian: Invest offshore for growth, says Antipodes boss Mitchell
    August 13, 2016
  • To what extent do major events influence portfolio positioning?
    August 4, 2016
    In this video, Jacob Mitchell explains the impact of major events and macro themes on portfolio positioning.
  • Managing timing risk on the short side of the portfolio
    August 4, 2016
    In this short video, Jacob Mitchell discusses the approach to short position sizing in the Antipodes Global Fund.
  • The Key to Investing in a low growth world
    August 3, 2016
    In this short video, Jacob Mitchell shares the key lesson he has learned from Japan on how to invest successfully in a low growth world.
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    BREXIT initial thoughts
    June 24, 2016
    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
    May 30, 2016
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    Cisco Systems Rides Again
    A legacy enterprise software vendor willing to evolve
    May 1, 2016
    As usual, the world of technology refuses to stand still. The emergence of the public cloud as a legitimate platform for hosting core I.T. functions has raised concerns regarding...
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    The Corporate Debt Unwind
    April 12, 2016
    The extreme thirst for yield has pushed the US high yield cycle into unchartered territory, we have identified short opportunities amongst the beneficiaries of the current cycle.
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    Korea: the Bermuda triangle of value investing?
    April 11, 2016
    South Korea is increasingly viewed as the “Bermuda Triangle” of financial markets. Value investors have in recent times been swallowed up by a market that has retreated to levels...
  • Adviser Webinar: South Korea, from neglect to respect
    April 10, 2016
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    AFR: Samsung over Apple is the pragmatic value investor's pick
    March 11, 2016
    Australian Financial Review
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    AFR: What sectors hold the most promise in 2016?
    February 7, 2016
    Australian Financial Review
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    Forget China’s macro outlook, we like ‘China’s Google’ Baidu
    December 11, 2015
    You can fret over China’s macro outlook, but that’s become an excuse to not own cheap companies like China’s leading search engine, Baidu. The company’s shares are trading at a...
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    Panic on slowing Chinese growth blinding investors to less obvious opportunities and risks
    November 24, 2015
    As concerns about global growth spark selling across commodity-sensitive markets, it’s more important than ever for investors to avoid a herd mentality. And the latest turn of events on...
  • Adviser Webinar: Macro matters, but so do stocks!
    November 17, 2015
    Taking advantage of the Chinese macro trap and US high yield debt market risks ... some relevant investment cases
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    China Resources Beer
    November 7, 2015
    By volume, China’s beer market is the largest in the world. At around 50bn litres p.a., it accounts for 25% of global beer consumption or ~2.5x more than the...
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    Future Generation Global Investment Company Media Release
    September 16, 2015
    Charity LIC, Future Generation Global Investment Company, has made a top tier allocation to Antipodes Partners after successfully raising over $300mill at its IPO
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    Australian Financial Review
    August 11, 2015
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    Engagement on Environmental, Social and Governance issues
    July 24, 2015
    We take a common sense, case by case approach to implementing ESG principles as part of our investment approach and, where necessary, will seek to engage with companies to...
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    Intelligent Investor: Top stock picks from Australia's best fund managers
    June 25, 2015
    "Believing that opportunities arise only when disguised as something else, Jacob Mitchell offers three favourably priced international stocks that are not quite as they seem."
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    Nippon Electric Glass
    June 19, 2015
    Nippon Electric Glass trades at 0.6x book which we believe to be a material discount to assets for a business which isn’t broken and, along with its competitors, understands...
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    Jiangsu Yanghe Brewery
    June 17, 2015
    Is the market underestimating the likely market share gains and operating leverage of China’s leading middle market Baijiu producer?
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    KB Financial
    June 17, 2015
    Cyclical earnings drivers for Korean banks along with recent structural reform announcements are overwhelmingly positive for the Korean financial sector.
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    AFR: Pinnacle backs Jacob Mitchell's global equities fund house Antipodes
    March 19, 2015
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    Media Release
    March 19, 2015
    Former Platinum Deputy Chief Investment Officer establishes new global equities manager