The discussion in this clip centres on our principled approach to maintaining sufficient buffers in our portfolios to manage short-term volatility, while using market fluctuations as opportunities to acquire quality assets. We also explain why we support balanced trade and enhancing the quality of trade as essential elements for sustained economic growth.
28 Oct 2024 - Jonathan Belz, CEO and Co-Founder of BFA Global Investors, presents at the Semiconductor Australia 2024 conference. Citing examples like Nvidia’s rapid market cap increase, Belz discusses how AI, 5G, and data centres are shaping a new era for the sector.
08 Jun 2021 - Danakali Limited (ASX:DKM) Executive Chairman Seamus Cornelius discusses the company's Colluli project, including financing and economics, and the positive impact of the project on the region.
05 Jul 2021 - icetana Limited (ASX:ICE) CEO & Managing Director Matt Macfarlane talks about the company's AI software, which dramatically improves active security monitoring by learning normal movement patterns and highlighting abnormal movement in real time.
04 Oct 2022 - Knosys Limited (ASX:KNO) Managing Director John Thompson discusses FY22 highlights, revenue drivers, growth investments, hybrid working tailwinds and the outlook for FY23.
04 Nov 2022 - Chimeric Therapeutics Limited (ASX:CHM) CEO and Managing Director Jennifer Chow discusses the company's new agreement with Case Western Reserve University.
01 Jun 2020 - OncoSil Medical Limited (ASX:OSL) Managing Director and CEO Daniel Kenny talks about the significance of the company's CE Marking approval for its lead product OncoSil, which helps treat pancreatic, liver and biliary duct cancer.
06 Sep 2021 - Paragon Care Limited (ASX:PGC) CEO Phil Nicholl provides an update on FY21 results, which reported growth in all key financial metrics and the recommencement of dividends.
17 Jan 2022 - eCargo Holdings Limited (ASX:ECG) Head of Corporate Marketing Lewis Bacon provides an insight into how eCommerce will continue to grow in China and across Asia, and eCargo’s position to assist brands with market entry.
02 Mar 2023 - Scott Kelly, RAM CEO Australia, provides an introduction to the RAM Essential Services Property Fund (ASX:REP), discussing geographical spread, yield, investment strategy, financials and inflation.
23 Sep 2020 - Clayton Utz Partner Brendan Bateman discusses climate change risks, the legal duties of directors and how to factor such risks into financial valuations.
