The Insider
Meet the Fund Manager
Jai Mirchandani
ELM Responsible Investments
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 about this founder-led company that provides affordable land lease communities for a growing base of ageing and downsizing Australians. Jai outlines the benefits of the company’s ‘unique’ business model and why it is slated for sustainable long-term growth.
17th March, 2023
Find out why this sustainable global infrastructure investment company holds one the largest positions in ELM’s portfolio as Jai explains how the business is contributing to global net zero goals with a focus on renewable energy, digital infrastructure and healthcare assets.
17th March, 2023
Hear about this envirotech with a technology used by a blue chip cement producer and a Bill Gates-backed carbon capture business. Jai thinks it exemplifies how a company can clean up a high-emissions industry and generate revenues and returns in the process.
17th March, 2023
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Insights
Jai outlines 10 industries and themes he thinks hold high-quality growth companies that offer the greatest amount of benefit to both environment and society. He also indicates where and how ELM’s portfolio outperforms the market and growing areas of focus for the fund.
17th March, 2023
Jai discusses how a steady decline in interest rates since the 80s has led to lowered growth expectations and how its affecting valuations while explaining 2022’s ‘anomalous’ rate spike and highlighting what he thinks are ongoing symptoms of a fragile global economy.
17th March, 2023
Jai shares market views on interest rates normalising in 2023 and macro headwinds transitioning to tailwinds for innovative growth companies. He also highlights some favourite stocks and how they align with ELM’s investment philosophy.
17th March, 2023
Meet the Fund Manager
Upcoming Session
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Past Sessions
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.
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.