The Insider
Meet the Fund Manager
Anthony Murphy
CEO | Lucerne Investment 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 Investment Ideas
Find out how ‘alternatives’ work as an effective strategy in dislocated markets and how Lucerne leveraged its alternative strategy over the years. Anthony also breaks down the themes and their underlying sectors that guide Lucerne’s market-beating strategy.
7th March, 2023
Learn the ins, outs and inbetweens of the award-winning Lucerne Alternative Investments Fund (LAIF), how it democratises access to the world of alternatives. Anthony explains visually and in detail how LAIF navigated risky markets and ultimately outperformed them.
7th March, 2023
Anthony outlines 2022 portfolio movements across the Lucerne Alternative Investments Fund, including its volatility strategy along with other considerations for 2023, potential short term themes spanning 3-12 months and a snapshot of its resources strategy until 2024.
7th March, 2023
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Insights
Anthony recounts a year that realised the repercussions of shutting down world economies, provides his critical opinion on central banks, and highlights the geopolitical factors and multiple market crashes that shook the world back to reality
7th March, 2023
Hear Anthony’s views on what he thinks will be a prolonged bearish market with further dislocations and macroeconomic uncertainty, how Australia’s economy will react to the impending ‘mortgage cliff’, sustained volatility and when markets will start recovering.
7th March, 2023
Anthony discusses his favourite investment ideas in a challenging market, his bearish view on the market over the next year and how he intends to succeed in it, and investment trends around decarbonisation, inflation, deglobalisation, resources and geopolitics.
7th March, 2023
Meet the Fund Manager
Upcoming Session
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Past Sessions
Gregg Taylor Salter Brothers Emerging Companies
Gregg Taylor has 25 years of international business experience across capital markets, advisory, technology, sport and construction. He was Founding Director, Chief Investment Officer and Listed Equity Portfolio Manager of Morningstar 2019 Top 10 Fund Bombora Investment Management for four years.
Graeme Carson Cyan Investment Management
Graeme Carson, Director and Portfolio Manager, co-founded and owns Cyan and has spent 20 years in Australia’s financial markets working for Macquarie, Bankers Trust and Bell Potter. He spent most of his working life as a Senior Analyst researching and valuing ASX-listed companies of all sizes across many different sectors.
John Forwood Lowell Resources Funds Management
John Forwood is a qualified geologist and lawyer with 17 years of resources financing experience, including 13 years as a fund manager. He oversees the Lowell Resources Fund (ASX: LRT), an ASX-listed equity fund managed by Lowell Resources Funds Management. It is one of the few investment funds offering focused exposure to the junior resources sector across Australia and global stock exchanges in both unlisted and listed companies.