Expert: Michael Frazis - Why I sold Nvidia

Equity Mates Investing Podcast

Today’s guest is Michael Frazis, founder of Frazis Capital Partners.

Michael is one of the most well-known growth investors in Australia, with his fund returning 80% in the first half of 2024. Over the past 5 years, he has ridden many of the up's and down's of investing in technology and life sciences and in today's episode he unpacks how he managed it and what he has learned.

In today’s episode we cover:

• Michael's investing philosophy
• How his growth fund rode the high's of 2020 and 2021 and the low's of 2022 and 2023
• What he has changed from these experiences
• How he delivered 80% for investors in the first half of 2024
• Where he sees opportunity in life sciences
• Why he sold Nvidia

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