Paradice Investment Management

Our guest is none other than one of Australia’s legendary stock pickers Mr David Paradice AO. The Paradice Investment Management team manage around a phenomenal $17 billion dollars. This really is an in depth, wide ranging chat with an expert in his field on everything from building a funds management business, picking stocks, his view on the markets, the importance of team, life and everything else in between. Listen to the full podcast here 👉 https://hubs.ly/Q02_lX-l0 4.03: family, growing up in Scone 10.37: trying to get a job, 87 crash 15.38: the pressure of managing others people’s money 17.59: lucky to get a job with Mercantile Mutual/ING Group loving small caps 19.34: going out on own, knock backs, risk 23.09: clients and investing, culture, the team 27.17: company visits – loving talking about stocks, what experience tells you 30.33: performance orientated, superfund clients, capacity 33.21: PM’s generalists v sector specific, discounting fees 36.12: business evolves, GFC, moving to cash or staying invested, taking the market on! 42.39: fund performance in speculative markets 44.40: US presence, move to passive v active, value & growth 46.26: receiving Order of Australia, philanthropy 48.50: business growth, shorting 51.28: current market views, Trump, Musk, China, growth, commodities, themes 57.32: commodities, threats with AI, gold, bitcoin, silver 1.01.53: importance of Future Generation Australia, Tauranga Zoo, charitable pursuits 1.06.01: health, work & life balance, trust, love of polo, teamwork, the Queen Michael Peet Sam Theodore Raleigh Finlayson Nick Gorman Caroline Gurney Tim Bunney Andrew McKenzie Tim Banfield Bridget Watkins Brambles Wilson Asset Management AustralianSuper Cbus Super Fund Rest #DonaldTrump #ElonMusk #theQueen #GregNorman #GretelPacker #RosPacker #AndrewForrest #NicolaForrest #GinaRinehart #NickGiorgetta #havingacrack #givingback #AdolfoCambiaso #JamesPacker #GerryHarvey #SolomonLew #USPOLO #POLOMagazine #Taurangazoo #AdamHarvey #RishiKhilnani #TomRichardson #GeoffWilson

We’re proud to have Paradice’s Julia Weng join the new women-led investment vehicle run by the Future Generation, Future Generation Women

Paradice Portfolio Manager Tom Richardson provided market insights alongside other Future Generation partners at their recent shareholder presentation in the Gold Coast

Last week our Australian Equities team attended the Australian Fund Manager Foundation's 2024 Australian Fund Manager Awards, with the Paradice Equity Alpha Plus Fund a finalist in the ‘Best Absolute & Long Short Return’ category. Well done to Portfolio Manager Tom Richardson and congratulations to all other finalists and winners. 

Paradice Portfolio Manager Sam Theodore was featured as today’s ‘Monday Fundie’ in The Australian Financial Review. He shared his views on several portfolio holdings in the Paradice Small Cap Opportunities Fund as well as a bit about his career to date.

Is there an opportunity to invest in Australian small caps now? In their recent piece, the Portfolio Managers of our Australian Small Cap Opportunities strategy shared their thinking on the small cap space in the US and whether this suggests that there are opportunities within the local small cap market.

Paradice is pleased to publish a progress report on the first full year of implementation of our multi-year Climate Action Plan. We provide an update on the status of activities intended for completion or commencement in 2023 as well as share some highlights from our climate-related stewardship efforts. #ESG #climate #responsibleinvestment

Paradice is pleased to share our summary stewardship report for 2023. Highlighting ESG engagement, proxy voting and collaborative efforts from the past year, the report provides insights into our Australian equities investment teams’ approach to responsible investment. #ESG #Stewardship #ResponsibleInvestment

We are delighted to have Paradice Investment Management join our $70 trillion investor network! FAIRR continues to support the investment community with data and analysis on the financially material risks in global protein supply chains. Join us! Find the full list of our members on our website at https://lnkd.in/ebFG_KFw.