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
Learn why Anthony touts this business to become Australia’s largest producer of solar batteries, how Lucerne got in ahead of other institutional investors and where he thinks the future of the company might be headed.
21st July, 2023
Find out how this company made its way into LSAF as a foundational investment, how it is seeking to disrupt the dated inefficient way commercial aircrafts are tracked and why it is being backed by Air Services Australia.
21st July, 2023
Hear about this Aussie gas exploration company operating in Mongolia, how the company has navigated sovereign risk to discover a coal seam gas resource he believes is larger than Woodside-owned Browse Basin.
21st July, 2023
Boasting ‘arguably’ the world’s top hydrogen scientist Dr Ani Kulkarni as its Co-Founder and CEO, Anthony recognises Cavendish for its association with a global conglomerate and the investment case that convinced him of the business’ prospects.
21st July, 2023
Learn about this company which Anthony thinks is ideally positioned for a post-COVID recovery, its crucial ties with the Kingdom of Saudi Arabia and Philippines and why it is the only ASX-listed company featured in LSAF’s portfolio.
21st July, 2023
Hear why Anthony considers this business an ‘Impact Investing’ play against the backdrop of ESG and 2050’s net zero targets and how it can transform one of Australia’s biggest waste problems into a huge benefit to the economy.
21st July, 2023
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Insights
Anthony breaks down Lucerne’s day-to-day operations, how the company handpicks investments from over 500+ potential opportunities, discusses where he thinks Lucerne delivers the most value and why investing in fund managers is no different to investing in stocks.
21st July, 2023
Anthony talks about the idea, intention and purpose behind the wholesale Lucerne Select Alpha Fund, how it harnesses attractive investment ideas to target 20%+ per annum net returns over 5-year periods and hints at when the usually ‘soft closed’ fund will open to investors.
21st July, 2023
Anthony talks about six of his favourite companies to invest in, how he leverages Lucerne’s network of preferred fund managers to discover under-the-radar investment ideas and Lucerne’s strategy to capitalise on the raging ‘green and clean’ energy sector.
21st July, 2023
Meet the Fund Manager
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Past Sessions
Joseph Webb Mine Discovery Fund Pty Ltd
Joseph Webb is a resource industry executive with more than 20 years’ international experience including the past 10+ years in CEO and Managing Director roles. He has held previous commercial roles in Rio Tinto and executive and operations roles across the full mining life cycle. He is experienced across multiple commodities including gold, copper, iron-ore, nickel and coal as well as M&A, capital raising and IPOs.
Jeremy Bond Terra Capital
Jeremy Bond is the largest investor across Terra Capital’s two funds. He has worked as an analyst for the RAB Special Situations Fund – previously rated the Best Energy and Natural Resources Fund by Hedge Fund Review in 2007 and ranked #1 in Barron’s Hedge Fund 50 Global rankings in 2007.
Roscoe Widdup Triple Eight Capital
Roscoe Widdup co-founded T8 and has deep experience in the investment industry. He spent eight years with Goldman Sachs, including five years in its Asset Management Division as an investment manager responsible for mining and energy stocks within the division’s $7 billion Australian equities portfolios. He has also worked at Rio Tinto as a financial analyst and at Ernst & Young in the Risk Advisory Services Division.
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*Past performance is not a reliable indicator of future performance.
** Reach does not assume responsibility for the accuracy or completeness of any information provided, and the views expressed are not reflective of Reach Markets position. Any advice contained within this presentation is general advice and does not consider your personal circumstance, you should consider whether it’s appropriate for you. The information we are giving you is for educational purposes only. “Investing is about understanding your risk” and every time you invest in the share market there is a risk of loss. If you are thinking about acquiring a financial product, you should read any relevant Product Disclosure Statement, disclosure documents and Target Market Determination (TMD) available from the issuer.