Antipodes Magnified: Fortum (HEL.FORTUM)

Antipodes Portfolio Manager, Max Shramchenko, outlines the investment case for Fortum, which operates hydro and nuclear assets in the Nordics. These are carbon-neutral, low cost assets that generate clean around-the-clock baseload power – exactly what AI operators and decarbonising industries need most.
Vihari Ross presents at Sohn Hearts & Minds 2025

A major demographic shift is underway – and it’s creating one of the most significant long-term opportunities.
Webinar: Antipodes Global SMID Active ETF (ASX:MIDS)

Antipodes Founder and Portfolio Manager James Rodda recently provided a webinar introduction to the Antipodes Global SMID Active ETF (ASX:MIDS).
Livewire Markets: Fund in Focus with James Rodda
In this Livewire Markets interview, James Rodda discusses the Antipodes Global SMIDS strategy and why now could be a good time look at allocating to global small and mid caps.
Livewire Markets: Q&A with James Rodda
In this Livewire Markets interview, James Rodda shares how he is uncovering value and managing risk in global small and mid-cap equities as markets shift and new themes emerge.
Antipodes Magnified: Quarterly Update (Q3 2025)

Portfolio Manager, Vihari Ross and Investment Director, Alison Savas provide a market and portfolio positioning update for Q3 2025.
Antipodes Magnified: Nu Holdings (NYSE: NU)

The investment case for Brazil’s Nubank.
Is this the most undervalued Magnificent 7 company?

With a 20% discount to the S&P 500 and faster growth than peers, Alphabet represents a classic mispriced opportunity for pragmatic investors seeking growth at a relative discount.
In the news: Europe bet pays off for Antipodes’ Jacob Mitchell – where he’s investing next

Watch a feature interview with Antipodes CIO Jacob Mitchell on Livewire Markets.
Jacob Mitchell at the 2025 Pinnacle Investment Summit

A replay of Jacob Mitchell’s presentation at the 2025 Pinnacle Investment Summit, held in July 2025.