Welcome to another special episode of ‘On the Couch’ with Henry Jennings from Marcus Today. This week we are joined on the couch by John Forwood, the CIO from Lowell Resource Funds Management (LRT). John is a qualified lawyer and geologist experienced in the resources sector. He has 17 years of resources financing experience with…
I put the call out to our members the other day asking for their investment wisdom in the spirit of members helping members. The prompt was: “If you could pass on just one piece of investment wisdom to other Marcus Today Members, what would it be”. Not surprisingly we got some fantastic responses, which provide…
Join us On the Couch with John Caulfield from Van Eck talking all things ETF with a special focus on the newly listed CLNE and VLUE ETFs giving investors exposure to emerging clean energy and value stocks. A great look at what is driving these ETFs and why they offer good long-term investment potential.
This week we catch up with Portfolio Manager Jun Bei Liu from Tribeca Investment Partners. Jun Bei is a familiar face on financial news media and a truly passionate investor. Jun Bei manages a $1bn long short fund with Tribeca and is a regular participant in prestigious conferences such as Sohn as well as appearances…
I was asked last week about getting exposure to space. Not an easy one to be exposed to and maybe there are better markets and companies out there but there are three on the ASX that sprang to mind. First up is the one that everyone got excited about Electro Optic Systems (ASX: EOS) In the…
In 1623. A single tulip bulb sold for a thousand Dutch florins, seven times the average annual wage. The average tulip trader made sixty thousand florins a month. 400 times the annual wage. 40 bulbs sold for 100,000 florins. You could have bought 3,333 pigs for the same price. People were selling possessions to speculate…
Most fund managers have an Investment Philosophy. For some it is little more than a marketing blurb on their website, for others it is their core. An “Investment Philosophy” for professional fiund managers is required for compliance purposes (compliance with compliance) but it goes beyond that. An Investment Philosophy, whilst it can be updated and…
Embarrassingly our ETF portfolio has been outperforming our other portfolios (written on 17th February 2021). It is a revelation that this low-cost, low activity, low stress, low administration, relaxed portfolio, exposed to compounding returns in the Australian market as well as the HACK, FANG, FUEL and S&P 500, is outperforming our Australian stock picking…
You might have seen this. Its a White Paper presentation from Cathie Wood at US Fund Manager Ark Invest (they run a few ETFs listed in the US). Ark Innovation ETF (NYSE:ARKK) Ark Next Generation Internet ETF (NYSE:ARKW) Ark Genomic Revolution ETF (BATS:ARKG) Ark Autonomous Technology & Robotics ETF (BATS:ARKQ). The Click Bait headline has…
