Insights
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 Founder and Portfolio Manager James Rodda recently provided a webinar introduction to the Antipodes Global SMID Active ETF (ASX:MIDS).
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.
Portfolio Manager, Vihari Ross and Investment Director, Alison Savas provide a market and portfolio positioning update for Q3 2025.
Alison Savas is joined by Portfolio Manager Vihari Ross to unpack what’s driving US resilience, from fiscal scaffolding supporting consumption to the AI investment boom reshaping corporate earnings.
From construction materials to AI-powered marketing tech, James explains how deep product understanding and shifting market narratives can unlock asymmetric upside.
- 4 min
- By James Rodda
Discover how Antipodes’ Climate Delta Strategy offers a pragmatic value-based approach to Net Zero investing – balancing risk-adjusted returns with real-world climate impact through proprietary transition scoring and active stewardship.
- 21 min
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.
Alison Savas is joined by Portfolio Manager Vihari Ross to unpack what’s driving US resilience, from fiscal scaffolding supporting consumption to the AI investment boom reshaping corporate earnings.
A podcast episode with the Founder of Absolute Strategy Research, Ian Harnett.
In this episode, Alison Savas is joined by Pinnacle Investment Management Group’s Chief Investment Strategist, Anthony Doyle.
In this episode of the Good Value podcast, Investment Director, Alison Savas interviews Portfolio Manager, Graham Hay.
In this episode of the Good Value podcast, Alison Savas interviews James Rodda, Lead Portfolio Manager of the Antipodes Global SMIDs Fund, to explore why global small and mid-cap stocks (SMIDs) present powerful, under-appreciated alpha opportunities.
Antipodes Emerging Markets Portfolio Manager, John Stavliotis, shares insights from a recent research trip to China
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.
Portfolio Manager, James Rodda explains why Alphabet Inc. is a great example of pragmatic value.
Antipodes Portfolio Manager Vihari Ross takes the audience on a journey through the airline industry, focusing on Airbus (EPA:AIR), at the 2024 Sohn Hearts & Minds Conference.
In this interview series with Livewire Markets, emerging markets portfolio manager, John Stavliotis, discusses why investors should consider allocating to emerging market equities, and shares insights into Antipodes’ approach to investing in the asset class.
Antipodes’ Jacob Mitchell and Magellan’s Arvid Streimann where discuss five businesses who have controversial leaders, and whether they believe the resulting stocks are a ‘buy’ ‘hold’ or ‘sell’.
Gordon Ip (Portfolio Manager, Antipodes Asia Income Fund) joins Jonathan Wu (Investment Director – Asia) providing an overview of the Antipodes Asia Income Fund.
Anna Ho (Head of Credit Research and Strategy) joins Jonathan Wu (Investment Director – Asia) covering insights on the property market in China, and a portfolio update on the Antipodes Asia Income Fund.
