Tag: Video
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.
[In Brief] A regime shift in global equity markets
In this short video Alison Savas and Jacob Mitchell provide an update on the Antipodes team’s views on global equity markets.
[In Brief] Holding the line on China
A short video update covering Antipodes’ views on Chinese equities.
Jacob Mitchell on Livewire’s Buy, Hold, Sell segment
Jacob Mitchell joins host James Marlay on Livewire’s Buy, Hold, Sell segment for a look at six global stocks across Chinese and US markets.
Chris Judd’s Talk Ya Book: Alison Savas interview
Alison Savas explains Antipodes’ pragmatic value investment style and provides an in-depth overview of a key portfolio holding, Frontier Communications (NASDAQ: FYBR).
[In Brief] Why Antipodes has been building exposure to energy and commodity stocks
A short video update covering Antipodes views on the energy and commodity sectors amid the current global uncertainty, along with the longer term outlook for the sectors.