Warakirri Asset Management
Warakirri Asset Management
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Australian Agriculture - 2024 Mid-Year Outlook
Steve Jarrott, Portfolio Manager, Diversified Agriculture discusses the key trends driving the outlook for Australian agriculture, the current investment opportunity and two sectors that he believes are well positioned moving forward.
Переглядів: 308

Відео

Australian Small Companies - 2024 Mid-Year Outlook
Переглядів 1613 місяці тому
Andrew Mouchacca, Portfolio Manager from our Australian small companies specialist partner, Flinders Investment Partners, discusses the current state of play in small caps and why he believes the current economic settings are a recipe for a positive re-rating of the sector.
Global Equities - 2024 Mid-Year Outlook
Переглядів 2303 місяці тому
Wendy Herringer, Portfolio Manager from our Global Equities specialist partner, Northcape Capital, discusses their outlook and how the team are positioning their portfolio in a divergent market and an environment of higher for longer interest rates.
Australian Equities - 2024 Mid-Year Outlook
Переглядів 4753 місяці тому
Peiting Liang, Senior Analyst from our Australian Equities specialist partner, Northcape Capital, provides an update on the outlook for Australian equities and highlights three key themes investors should be considering for the remainder of the year.
Emerging Markets Equities - 2024 Mid-Year Outlook
Переглядів 2933 місяці тому
Ross Cameron, Portfolio Manager from our Emerging Markets Equities specialist partner, Northcape Capital, discusses EM valuations, the challenges likely to halt the recovery in Chinese equities and where the team are finding opportunities in a volatile market.
Global Emerging Markets - Finding opportunities in the right markets
Переглядів 1137 місяців тому
Emerging Markets provide investors with a plethora of investment opportunities, however not all markets are the same. Watch this video with Ross Cameron, Portfoilio Manager / Analyst at Northcape Capital and the Warakirri Global Emerging Markets Fund to find out which markets the team has high conviction in, and those they are actively avoiding.
Flinders Investment Partners: Our Approach to Australian Small Companies
Переглядів 548 місяців тому
Richard Macdougall, Portfolio Manager from our Australian small companies investment partner, Flinders Investment Partners, outlines the 5 factors that make up their investment approach and discusses the key risks and opportunities facing small caps in 2024.
Australian Small Companies 2024 Market Outlook
Переглядів 9410 місяців тому
Richard Macdougall, Portfolio Manager from our Australian small companies investment partner, Flinders Investment Partners, looks back on what’s driven the market lows and why the valuation opportunity going into 2024 looks promising for small caps.
Global Equities 2024 Market Outlook
Переглядів 9610 місяців тому
Calvin Lim, Portfolio Manager / Analyst at Northcape Capital, the underlying investment manager for the Warakirri Ethical Global Equities Fund, discusses the key themes from 2023, the outlook for the US market and where the team see opportunities for global equities in 2024.
Global Emerging Markets 2024 Market Outlook
Переглядів 68810 місяців тому
Ross Cameron, Portfolio Manager / Analyst at Northcape Capital, the underlying investment manager for the Warakirri Global Emerging Markets Fund, discusses the key factors that defined 2023 and what is likely to drive Emerging Market equities in 2024.
Australian Equities 2024 Market Outlook
Переглядів 9010 місяців тому
Paul Parsons, Portfolio Manager / Analyst at Northcape Capital, the underlying investment manager for Warakirri ‘s range of Australian Equities funds, looks back on 2023 and the themes driving Australian Equities for the year ahead and discusses some of the opportunities the team currently find attractive.
Australian Equities - A “Quality” Approach to Investing
Переглядів 6010 місяців тому
Paul Parsons, Portfolio Manager / Analyst at Northcape Capital, the underlying investment manager for Warakirri ‘s range of Australian Equities funds, discusses the key attributes of “quality” based investing and how the team are using this approach to position their portfolio in the current environment.
Emerging Markets Research Trip: South Korea and Taiwan
Переглядів 121Рік тому
Ross Cameron, Portfolio Manager / Analyst at Northcape Capital, the underlying investment manager for the Warakirri Global Emerging Markets Fund, discusses the teams recent research trip to South Korea and Taiwan and why country selection is critical in emerging markets.
Global Emerging Markets Outlook - 2H 2023
Переглядів 229Рік тому
Ross Cameron, Portfolio Manager / Analyst at Northcape Capital, the underlying investment manager for the Warakirri Global Emerging Markets Fund, provides an update on global emerging markets and the outlook for the asset class in the current investment landscape.
Global Equities Market Outlook - 2H 2023
Переглядів 88Рік тому
Wendy Herringer, Portfolio Manager / Analyst at Northcape Capital, the underlying investment manager for the Warakirri Ethical Global Equities Fund, provides an outlook for global equities and some of the opportunities the team currently find attractive.
Australian Equities Market Outlook - 2H 2023
Переглядів 113Рік тому
Australian Equities Market Outlook - 2H 2023
A leader in Australian agriculture
Переглядів 174Рік тому
A leader in Australian agriculture
Machinery Operator
Переглядів 549Рік тому
Machinery Operator
Community Impact
Переглядів 240Рік тому
Community Impact
Women in Agriculture
Переглядів 105Рік тому
Women in Agriculture
Family Lifestyle
Переглядів 451Рік тому
Family Lifestyle
Meet the Manager - Flinders Investment Partners
Переглядів 67Рік тому
Meet the Manager - Flinders Investment Partners
Why work for Warakirri Cropping
Переглядів 1,2 тис.Рік тому
Why work for Warakirri Cropping
Warakirri Diversified Agriculture Fund - A Core Agricultural Investment Strategy
Переглядів 509Рік тому
Warakirri Diversified Agriculture Fund - A Core Agricultural Investment Strategy
A Time-Tested Sustainable Approach to Agriculture
Переглядів 1622 роки тому
A Time-Tested Sustainable Approach to Agriculture
Global Emerging Markets: Why EM? Why India?
Переглядів 1622 роки тому
Global Emerging Markets: Why EM? Why India?
Global Emerging Markets Update
Переглядів 1302 роки тому
Global Emerging Markets Update
Australian Equities Market Update
Переглядів 902 роки тому
Australian Equities Market Update
Warakirri Agriculture Graduate Program
Переглядів 5152 роки тому
Warakirri Agriculture Graduate Program
Aurora Dairies Graduate Program
Переглядів 7302 роки тому
Aurora Dairies Graduate Program

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