The Insider
Meet the Fund Manager
Roscoe Widdup
Triple Eight 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
Learn about this world leader in power inverters with commanding a 40% share of the US market and a key competitive advantage that Roscoe thinks will keep the company ahead of its competition while further extending its market share.
12th May, 2023
Find out how ‘gold’s poorest cousin’ is driving the clean energy transition and why Roscoe considers one of the world’s leading silver mining companies as a strong competitor to cash in on silver’s bright future.
12th May, 2023
Hear how this electric motor manufacturer grew to dominate an 80-90% share of an electric motor market sector and why Roscoe thinks the company is well-placed to now target the larger scale, higher margin automotive market.
12th May, 2023
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Insights
Roscoe discusses the end of the combustion energy age, the economic opportunity in investing in clean energy, and why he backs the sector as the next big disruptor that will eclipse even the tech boom.
12th May, 2023
Roscoe reveals the three key industries where he sees an ‘extraordinary’ range of opportunities and runs through T8’s bottom-up approach to identifying viable businesses that drive the clean energy sector.
12th May, 2023
Roscoe shares his views on how interest rates and inflation are impacting the markets. He also highlights some of his favourite stocks and how he identifies the next big clean energy opportunities.
12th May, 2023
Meet the Fund Manager
Upcoming Session
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Past Sessions
Martin Pretty Equitable Investors
Martin Pretty was an investment manager at Thorney Investments when Thorney Opportunities (ASX: TOP) was the best performing Listed Investment Company on the ASX. He is an experienced listed company director, a former sell-side Head of Research and as a financial journalist has contributed to the Australian Financial Review.
David McNamee Altor Capital
David McNamee is a highly experienced investor and adviser with a track record of performance, deal sourcing and commercial negotiations. He spent ~5 years at Bell Potter Securities providing investment advice to large family offices and small institutions. He also served as a Director and Associate Portfolio Manager at Scintilla Strategic Investments, a leading microcap investment manager.
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
*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.