A replay of Jacob Mitchell’s presentation at the 2025 Pinnacle Investment Summit, held in July 2025.
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A replay of Jacob Mitchell’s presentation at the 2025 Pinnacle Investment Summit, held in July 2025.
Subscribe to receive the latest news and insights from the Antipodes team

In our final podcast episode of 2025, our sector portfolio managers are tasked with sharing their highest-conviction ideas for the year ahead.

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.

Antipodes Investment Director, Alison Savas, is joined by Antipodes Portfolio Manager, James Rodda, for a discussion about the key opportunities in global small and mid cap equities.
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