FundMonitors.com

FundMonitors.com

By FundMonitors.comBusinessInvesting
Download on the App Store

FundMonitors.com episodes

  • Manager Insights | Allspring Global Investments

    Chris Gosselin, CEO of FundMonitors.com, speaks with George Bory, Chief Investment Strategist at Allspring Global Investments.

    They discussed Allspring’s public-markets fixed-income approach, focusing on risk-aware portfolio management, steady income above inflation, and global diversification, before turning to how geopolitical tensions, oil prices, inflation, and US politics may shape bond markets and investment positioning.

    17 min
  • Manager Insights | Market Volatility and Valuation Resets After Reporting Season

    Chris Gosselin, CEO of FundMonitors.com, spoke with Dean Fergie, Director & Portfolio Manager at Cyan Investment Management and Martin Pretty, Director at Equitable Investors.

    They discussed the sharp market volatility during the latest reporting season, driven by elevated expectations around AI, shifting investor sentiment, and significant valuation resets across industrial stocks. The conversation also explored how changing money flows, speculation, and indexing influenced portfolio management and highlighted the importance of diversification in an increasingly volatile investment environment.


    15 min
  • Manager Insights | East Coast Capital Management

    Chris Gosselin, CEO of FundMonitors.com, speaks with Simone Haslinger, Chief Executive Officer at East Coast Capital Management.

    They discuss ECCM’s systematic global trend-following strategy, recent strong performance driven by broad trends across commodities, currencies, and equity markets, and how disciplined risk management supports consistent results. The interview also highlights the importance of diversification and the role trend-following strategies can play in strengthening portfolios amid changing market conditions.

    9 min
  • Manager Insights | Magellan Investment Partners

    Chris Gosselin, CEO of FundMonitors.com, speaks with Alan Pullen, Portfolio Manager at Magellan Investment Partners.Alan explains how the team focuses on high-quality global businesses, disciplined valuation, and long-term investing-especially important amid today's AI-driven market volatility.

    11 min
  • Manager Insights | East Coast Capital Management (October 2025)

    Chris Gosselin, CEO of FundMonitors.com, speaks with Simone Haslinger, Chief Executive Officer at East Coast Capital Management.


    Simone shares how clear, sustained trends across commodities, precious metals, and tech equities powered a standout quarter for East Coast Capital, emphasizing the strength of their fully systematic, data-driven strategy that thrives on market momentum and delivers steady, uncorrelated returns.


    (October 2025)

    15 min
  • Manager Insights | East Coast Capital Management (October 2025)

    Chris Gosselin, CEO of FundMonitors.com, speaks with Simone Haslinger, Chief Executive Officer at East Coast Capital Management.


    Simone shares how clear, sustained trends across commodities, precious metals, and tech equities powered a standout quarter for East Coast Capital, emphasizing the strength of their fully systematic, data-driven strategy that thrives on market momentum and delivers steady, uncorrelated returns.


    (October 2025)

    16 min
  • Manager Insights | East Coast Capital Management

    Chris Gosselin, CEO of FundMonitors.com, speaks with Simone Haslinger, Chief Executive Officer at East Coast Capital Management.


    Simon explains ECCM’s fully systematic, data-driven trend-following approach across 80+ highly liquid global futures, designed to sidestep human bias and add low-correlated diversification to Australia-heavy portfolios. She highlights real-world examples from gold to feeder cattle, shares a strong multi-year track record, and contrasts liquid alternatives with illiquid private markets—making the case for a meaningful allocation to trend following.

    18 min
  • Manager Insights | Altor Capital

    Chris Gosselin, CEO of FundMonitors.com, speaks with Benjamin Harrison, Chief Investment Officer at Altor Capital.


    In this conversation, Ben shares how the Altor AltFi Income Fund has delivered consistent performance over seven years, combining private credit investments with unique equity kickers. He also discusses their hands-on approach, focus on mid-market corporates, and where he sees the greatest opportunities for growth—making this a valuable watch for investors interested in private credit.

    13 min
  • Manager Insights | Argonaut Funds Management

    Chris Gosselin, CEO of FundMonitors.com, speaks with David Franklyn, Chief Investment Officer & Fund Manager at Argonaut Funds Management.David outlines the Argonaut Natural Resources Fund, launched in 2020, which has delivered strong returns by investing across mining companies from majors like BHP to small-cap explorers. He highlights the fund's focus on themes such as energy transition and geopolitical risk, with gold as a safe haven and copper as the key growth driver, while noting that resources remain undervalued but vital to global growth.

    12 min
  • Manager Insights | Digital Asset Funds Management

    Chris Gosselin, CEO of FundMonitors.com, speaks with Clint Maddock, Director and Co-Founder at Digital Asset Funds Management, about the firm’s Digital Income Fund and its market-neutral arbitrage strategy in the cryptocurrency space.


    Clint explains how the fund has delivered consistent double-digit annual returns with minimal drawdowns, and why growing mainstream adoption of digital assets continues to create opportunities.

    21 min

About FundMonitors.com

From the publisher's feed

FundMonitors.com provides a range of services for, and information on "actively managed" funds, (including Alternative, Absolute Return and Hedge Funds) and the fund management sector in Australia. As the name suggests, we focus on what's happening in Australia and monitor both the industry, managers and funds either operating from or available in Australia.

More shows like FundMonitors.com

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

64 Listeners