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.
This presentation from Jacob Mitchell, was part of the Morningstar Investment Conference Meet the Manager event on May 23, 2023.
Antipodes CIO and Lead Portfolio Manager, Jacob Mitchell discusses a fundamentally different regime for global equities in 2023.
In this 3-minute video Jacob Mitchell discusses the short case for Snap Inc. (NYSE: SNAP).
Antipodes CIO and Lead Portfolio Manager, Jacob Mitchell outlines how Antipodes are navigating the shifting landscape with a pragmatic approach to value investing.
In this 6-minute video Jacob Mitchell provides an update on the Antipodes team’s views on global equity markets.
Jacob Mitchell joins Livewire’s Buy, Hold, Sell segment to examine six global stocks across Chinese and US markets. Jacob also discusses Siemens (ETR: SIE), a long-term holding in Antipodes’ global portfolios.
This 5-minute video we cover Antipodes’ views on Chinese equities.
On Chris Judd’s Talk Ya Book Podcast, Alison Savas explains Antipodes’ pragmatic value investment style and provides an in-depth overview of a key portfolio holding, Frontier Communications (NASDAQ: FYBR).
This 7-minute video featuring Graham Hay (Portfolio Manager of hardware, industrials and commodities) covers Antipodes’ views on energy and commodity stocks amid the current global uncertainty, along with the longer term outlook for the sectors.
- By Alison Savas
This 6-minute video covers three key areas of focus regarding the war in Ukraine.
- By Alison Savas