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12 stocks with game-changing catalysts in 2024
Manage episode 396014259 series 2656707
If only there was a way to identify game-changing opportunities before they are announced to the market.
Sometimes, major strategic moves and company catalysts are telegraphed to the market. The Tabcorp demerger last year, for example, was the subject of multiple investor activism campaigns, over multiple years, before finally coming to fruition.
BHP selling its oil assets is another example of a well-telegraphed event, while the recent Santos and Oil Search merger would have been discussed in the war room of every energy analyst and investment banker for years before it was ever consummated.
While the examples above were well covered by the financial press, that is not always the case. As such, oftentimes only an intimate knowledge of a company can allow one to identify and accurately forecast these game-changing developments.
In that vein, we’ve asked 12 of Australia’s most well-known fund managers for a company that could have a game-changing development over the next 12 months, elevating them to star status.
Our featured experts include (in order of appearance):
- Matthew Haupt, Wilson Asset Management
- Mary Manning, Alphinity Investment Management
- Bob Desmond, Claremont Global
- Daniel Sullivan, Janus Henderson
- Emma Fisher, Airlie Funds Management
- Chris Stott, 1851 Capital
- Joel Fleming, Yarra Capital Management
- Vihari Ross, Antipodes
- Dr Philipp Hofflin, Lazard Asset Management
- Francyne Mu, Franklin Templeton
- Marc Whittaker, IML
- Matthew Kidman, Centennial Asset Management
Note: These interviews were filmed on Tuesday, 12 December 2023. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/12-stocks-with-game-changing-catalysts-in-2024
317 επεισόδια
Manage episode 396014259 series 2656707
If only there was a way to identify game-changing opportunities before they are announced to the market.
Sometimes, major strategic moves and company catalysts are telegraphed to the market. The Tabcorp demerger last year, for example, was the subject of multiple investor activism campaigns, over multiple years, before finally coming to fruition.
BHP selling its oil assets is another example of a well-telegraphed event, while the recent Santos and Oil Search merger would have been discussed in the war room of every energy analyst and investment banker for years before it was ever consummated.
While the examples above were well covered by the financial press, that is not always the case. As such, oftentimes only an intimate knowledge of a company can allow one to identify and accurately forecast these game-changing developments.
In that vein, we’ve asked 12 of Australia’s most well-known fund managers for a company that could have a game-changing development over the next 12 months, elevating them to star status.
Our featured experts include (in order of appearance):
- Matthew Haupt, Wilson Asset Management
- Mary Manning, Alphinity Investment Management
- Bob Desmond, Claremont Global
- Daniel Sullivan, Janus Henderson
- Emma Fisher, Airlie Funds Management
- Chris Stott, 1851 Capital
- Joel Fleming, Yarra Capital Management
- Vihari Ross, Antipodes
- Dr Philipp Hofflin, Lazard Asset Management
- Francyne Mu, Franklin Templeton
- Marc Whittaker, IML
- Matthew Kidman, Centennial Asset Management
Note: These interviews were filmed on Tuesday, 12 December 2023. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/12-stocks-with-game-changing-catalysts-in-2024
317 επεισόδια
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