The Insider
Meet the Fund Manager
Samuel Berridge
Portfolio Manager & Resources Analyst | Perennial Partners
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
See how this high voltage power solutions provider has capitalised on the decarbonisation rollout and its plans to continue benefiting from it.
November 5, 2021
Learn about this lithium battery recycling company and why its core business has the potential to scale substantially on the back of decarbonisation themes.
November 5, 2021
Hear about this lithium developer that owns one of the largest lithium deposits in the US, the story behind a recent sell-off and why its share price could bounce back.
November 5, 2021
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Insights
Samuel highlights the geopolitical and market factors affecting battery metal prices, the capital hiatus being experienced by fossil fuels and a possible stagflation advantage for gold.
November 5, 2021
Samuel outlines historical and current inflation trends, how they tie into today’s macro market themes and connects them with the performance of commodities and energy crises.
November 5, 2021
Samuel Berridge joins us to talk about Perennial’s three favourite stocks, how oil and gas fit into the global shift to renewable energy and the challenges faced by governments in creating sensible carbon policies.
November 5, 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 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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Past Sessions
Dean Fergie Cyan Investment Management
This session we were joined by Dean Fergie, head of Cyan Investment Management. In the session, Dean outlined his inclination for investing in newer businesses for a competitive advantage, and why he’s looking at the smaller end of the market to identify excess returns.
Luke Winchester Founder and Portfolio Manager
Luke Winchester, Founder and Portfolio Manager at Merewether Capital, started the company with the intention of applying his vast microcap investment knowledge to a new top-performing fund. Luke has over 10 years’ experience in microcap investing, most recently serving as Emerging Companies Portfolio Manager at Oracle Investment Management.
Robert Calnon OC Funds Management
Hear about OC Funds Management, whose microcap fund was recently crowned Australia’s best-performing microcap fund by Morningstar (total return over five years). Robert Calnon, one of OC’s three highly experienced portfolio managers, shares his smallcap investing insights with us.