Tag: Video
Antipodes Magnified: Investing in China’s Power Grid
John Stavliotis highlights the opportunity to invest in companies that will benefit from the modernisation of China’s power grid. A key exposure to this structural growth trend is Antipodes investment in NARI Technology Co Ltd.
Antipodes Asia Income Fund: Emerging Market Debt Update
Gordon Ip (Co Chief Investment Officer – Fixed Income) joins Jonathan Wu (Investment Director – Asia) providing insights into the Asia credit market and an overview of the Antipodes Asia Income Fund.
Antipodes Magnified: Quarterly Update (Q1 2024)
Antipodes quarterly video update featuring Portfolio Manager Vihari Ross and Investment Specialist Sam Kazacos.
Vihari Ross at the 2024 Pinnacle Insights Series
Vihari Ross outlines Antipodes portfolio positioning and shares perspectives on the outlook for global equities in 2024.
Jacob Mitchell at the Pinnacle Investment Summit 2023
Watch a replay of Jacob Mitchell’s presentation at the Pinnacle Investment Summit, in September, 2023.
John Stavliotis at Pinnacle Summit Series 2023: The Boutique Edge
Antipodes Portfolio Manager, John Stavliotis uncovers the structural and cyclical opportunities in emerging markets and Antipodes’ pragmatic value approach to investing.
Meet the Manager: Jacob Mitchell Presentation
Jacob Mitchell discusses the outlook for global equities and Antipodes’ portfolio positioning in this presentation at the Morningstar Investment Conference.
Jacob Mitchell at Pinnacle Insights Live 2023: Global Equities
Antipodes CIO and Lead Portfolio Manager, Jacob Mitchell discusses a fundamentally different regime for global equities in 2023.
[In Brief] Identifying short positions
In this short video Jacob Mitchell shares insights into how the Antipodes team identifies short positions.
Jacob Mitchell at the Pinnacle Investment Summit 2022
Antipodes CIO and Lead Portfolio Manager, Jacob Mitchell outlines how Antipodes are navigating the shifting landscape with a pragmatic approach to value investing.