The Insider
Meet the Fund Manager
Joel Fleming
Yarra Capital Management
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
Learn why Joel favours this under-promoted company as a good play on commodity-driven tailwinds, evidenced by its profitable and dividend-yielding business model.
8th April, 2022
Hear about this gold explorer that, Joel explains, has done the hard work, is on the cusp of production and is generating cash – indicating significant rerating potential.
8th April, 2022
Find out why Joel thinks this manufacturing and packing company has ‘optimised’ itself to potentially benefit from impaired supply chains and the upcoming flu season.
8th April, 2022
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Insights
Joel delivers interesting insights on the market’s business cash flow and balance sheets, while touching on what larger companies are doing with their surplus cash.
8th April, 2022
Joel dives into the bottom-up, long-term strategy that has helped Yarra Capital build its ‘greater conviction’ portfolio of stocks with high upside and low risk potential.
8th April, 2022
Joel Fleming shares three favoured stocks of the moment from the UBS Yarra Microcap Fund, details how the diverse microcap sector can weather adverse market conditions and explains why the current market ecosystem sets the stage for resources to perform.
8th April, 2022
Meet the Fund Manager
Upcoming Session
Ben HarrisonChief Investment OfficerAltor Capital
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 online session, and participants are encouraged to ask questions. Joining only requires an internet connection. Spots are limited, so secure yours today.
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Ben Harrison
Altor Capital is an alternative asset manager specialising in microcap equities, private credit to SMEs, growth equity and late-stage venture capital and private investment into public equity. Altor’s team has 40 years’ collective investment experience with a multi-disciplinary skill-set across investment banking, wealth management, private equity, private credit and venture capital. Benjamin Harrison, co-founder and chief investment officer, is active in Australia’s private credit and private equity sectors and has 15 years’ experience in advising and investing in companies, which includes executing more than $2 billion in capital market transactions and $5.5 billion in public M&A transactions.
Past Sessions
Andrew Smith Perennial Partners
Andrew Smith, head of smaller companies and microcaps at Perennial Partners, co-manages the trust and has 18 years of financial experience spread across asset and value management and market research roles.
Tim Callan PURE Asset Management
Tim Callan, a portfolio manager at PURE Asset Management, has more than 11 years’ experience in portfolio management within the Australian and New Zealand equity markets as well as trading in Australia, Asia, Europe and the US.
Peter Johns Westferry Investment Group
Managing director Peter Johns’ previous private investment company – and carries on its investment philosophy that consistently outperformed the ASX 200 and ASX Small Ordinaries accumulation index from 2017 to 2020. Peter is a professional investor who has invested all his liquid assets in the Westferry fund with the aim of growing wealth through co-investing rather than through collecting fees.