The Insider
Meet the Fund Manager
David Keelan & Alexandra Clarke
Portfolio Managers | Ellerston Capital
The Insider sessions are a great way to hear directly from leading fund managers. They share their approach to investing, favourite companies and their market view for the year ahead.**
Favourite Stocks
Hear why David expects a lot from this access control solutions provider which grew its ARR by more than 100% in FY21 and is well-positioned to capitalise on the rebounding US economy.
September 10, 2021
Alexandra talks about this cybersecurity company and how its tech offerings are gaining traction as a leading internet safety solutions provider in Australia, New Zealand, the UK and United States.
September 10, 2021
Learn how Australia’s second largest provider of funeral services is proving to be a resilient stock with its strong foundational growth strategy and increasing industry tailwinds.
September 10, 2021
Like these investment ideas? Join our next session to discover more like this by clicking here
Insights
Alexandra takes you through Ellerston’s systematic process of filtering a universe of more than 1,400+ small caps to identify key performers against proven benchmarks.
September 10, 2021
Alexandra and David take you through Ellerston Capital’s sector-agnostic, bottom-up approach to identifying fundamentally strong micro caps.
September 10, 2021
Meet the Fund Manager
Upcoming Session
Meet the Manager
Get access to some of Australia’s leading fund managers who share their 3 favourite stocks, investment approach and insights on the market.
Each session includes:
- 3 favourite stock opportunities
- Market views for the year ahead
- Investment strategy and approaches
This is a live and interactive session, where you get the rare opportunity for Q&A with a fund manager. Spots are limited – book now to access this FREE event.
Book into the next session
By clicking submit, I agree to the terms of the Reach Markets Financial Services Guide that includes the Privacy Statement.
Past Sessions
Alex Waislitz Thorney Investment Group
Mr Waislitz is the Founder and Chairman of the Thorney Investment Group, one of Australia’s most successful private investment groups. Alex is also Chairman of Thorney Opportunities Limited (ASX: TOP) and Thorney Technologies Limited (ASX: TEK), both ASX-listed investment companies.
Ron Shamgar TAMIM Asset Management
Ron Shamgar is the Head of Australian Equity Strategies at TAMIM Asset Management and is also the manager of the TAMIM Australian Equity All Cap Fund. Ron is responsible for research, company analysis, portfolio construction and marketing the Fund.
Craig Scheef Technical Investing
Craig has over 30 years experience working with and analysing public companies, including over 20 years directly managing portfolios for clients. He has an open-minded approach and methodology that has enabled him to identify significant themes and trends before the majority of investors move in