The Insider
Meet the Fund Manager
David McNamee
Altor 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 about this artificial intelligence driven media company that provides a whole range of technology solutions, including live and recorded captioning, transcription and translation services.
31st March, 2023
Learn about one of the very few opportunities to gain exposure to the circular economy, through a company that is able to take what would normally be waste material and turn it into a whole array of valuable products.
31st March, 2023
Find out why David believes this training services provider has significant revaluation potential and fits his criteria for an asymmetric risk/return opportunity. He considers this asset-backed play provides upside and growth prospects in Saudi Arabia.
31st March, 2023
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Insights
David highlights a few investments that have worked out well for the Altor Alpha Fund. They aligned with his strategy, and resulted in the identification of an opportunity with asymmetric returns and a subsequent revaluation due to key catalysts.
31st March, 2023
David characterises the under researched small cap landscape, and how he capitalises on opportunities that present themselves through events such as low liquidity, sub par communication and lack of attention from the market.
31st March, 2023
David shares the goals and achievements of wholesale Altor Alpha Fund, which has a flexible special opportunities mandate and a higher risk profile. It is a diversified small and micro-cap fund that targets companies outside of the ASX 300.
31st March, 2023
Meet the Fund Manager
Upcoming Session
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Past Sessions
Jai Mirchandani ELM Responsible Investments
Jai is responsible for ELM’s investment research and portfolio management. He spent nine years as a Portfolio Manager and Senior Research Analyst at JCP Investment Partners. Prior to JCP, he was an investment banker in London and has experience trading and structuring equity and derivative strategies in Melbourne
Anthony Murphy Lucerne Investment Partners
Anthony Murphy specialises in portfolio strategy, funds management and partnering investor capital with unique investment opportunities often exclusive to the Australian Family Office sector. He is a former Executive Director at Canaccord Genuity and a former Senior Advisor at Ord Minnett.
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.
*Past performance is not a reliable indicator of future performance.
Reach Corporate provides Corporate Advisory Services to Site Group International Limited and may receive fees for its services.
** 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.