In this episode, Darren speaks with Ray David, Senior Equities Analyst at Airlie Funds Management, about the Australian equities market. Ray details how Airlie identifies quality stocks — looking at balance sheet strength, business quality, management track record, and valuations — and why paying the right price is the key to long-term return.

They also explore the rise of passive investing, index concentration, and why current market conditions are creating some compelling opportunities for patient investors.

For more information on Airlie Funds Management:

https://www.investmentmarkets.com.au/investments?keywords=Airlie+Funds+Management

Want to learn more: www.investmentmarkets.com.au/

Disclaimer

These podcasts are for informational and promotional purposes only. Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. All securities and financial products involve risks. Past performance of any product is not a reliable indication of future performance. Read carefully the governing documents of a product’s offering such as its PDS, TMD or information memorandum. InvestmentMarkets does not vet, endorse or recommend any product that is the subject of these podcasts and is only facilitating the exposure of the product. These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.

In this episode, host Darren Connolly speaks with Robert Miller of NAOS Asset Management about the compelling case for Australian small-cap investing. Robert explains why tomorrow's large-cap leaders are often hiding in today's under-researched small-cap universe — offering growth, multiple expansion, and sector diversity that the bank-and-mining-dominated top-end of town can't provide.

Robert walks through NAOS’ investment process, how passive investing is creating mispricing opportunities, and high-conviction themes including AI-resilient enterprise software, and the Brisbane 2032 Olympic infrastructure build-up. Essential viewing for investors looking for high-conviction exposure beyond the crowded index.

For more information on NAOS Asset Management:

https://www.investmentmarkets.com.au/company/naos-asset-management-660385b75af21b0012e9425b

Want to learn more: https://www.investmentmarkets.com.au/

Disclaimer

These podcasts are for informational and promotional purposes only. Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. All securities and financial products involve risks. Past performance of any product is not a reliable indication of future performance. Read carefully the governing documents of a product’s offering such as its PDS, TMD or information memorandum. InvestmentMarkets does not vet, endorse or recommend any product that is the subject of these podcasts and is only facilitating the exposure of the product. These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.

In this episode Darren speaks with Jason Georgatos, President at Partners for Growth, about growth debt, a specialised form of private credit and asset backed lending which offers founders funds to accelerate the early stages of their innovation journey.

They discuss innovation, venture capital, the AI investment surge, the maturing of Australia's innovation ecosystem, and why founders might choose debt over dilution.

A must-watch or listen for investors seeking to understand how innovation is funded.

Want to learn more: https://www.investmentmarkets.com.au/

Disclaimer

These podcasts are for informational and promotional purposes only. Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. All securities and financial products involve risks. Past performance of any product is not a reliable indication of future performance. Read carefully the governing documents of a product’s offering such as its PDS, TMD or information memorandum. InvestmentMarkets does not vet, endorse or recommend any product that is the subject of these podcasts and is only facilitating the exposure of the product. These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.

Join Darren as he speaks about algorithmic trading with Ivan Scherman, the Portfolio Manager of the Ausbiz Capital GroWise Fund. Ivan explains how technology and data-driven, rules-based, strategies seek signals and exploit patterns across global markets. His approach trades thousands of assets and runs around 200 independent strategies, aiming for uncorrelated returns that reduce systemic risk and smooth portfolio volatility.

Why investors should watch:

A rare insight into how institutional-grade algorithmic strategies work and how they are now available to retail investors to help improve diversification, reduce volatility, and enhance long-term portfolio returns.

Want to learn more: https://www.investmentmarkets.com.au/

For more information on Ausbiz GroWise Capital Fund: https://www.investmentmarkets.com.au/listings/ausbiz-capital-growise-fund-ausbiz-capital-investments-698e71e5424d9a649939758c

Disclaimer

These podcasts are for informational and promotional purposes only. Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. All securities and financial products involve risks. Past performance of any product is not a reliable indication of future performance. Read carefully the governing documents of a product’s offering such as its PDS, TMD or information memorandum. InvestmentMarkets does not vet, endorse or recommend any product that is the subject of these podcasts and is only facilitating the exposure of the product. These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.

This podcast explores how global REIT markets have evolved over the past three decades, shifting from traditional office and retail dominance to sectors like industrial, self-storage, healthcare, data centres and mobile towers. David Kruth explains how structural changes in the economy and capital markets have reshaped index composition and investment opportunities, highlighting the rise of technology-driven real estate and alternative sectors such as assisted living. For investors, the discussion challenges outdated perceptions of property investing and provides a framework for assessing modern REIT exposures. It’s a valuable listen for understanding where growth is occurring globally, how sector weights have changed, and what to look for when building diversified real estate allocations.

Why investors should watch:

It delivers clear, experience-backed insights into where real estate returns are actually being generated today—and where they are not.

Want to learn more: www.investmentmarkets.com.au/

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Disclaimer

These podcasts are for informational and promotional purposes only. Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. All securities and financial products involve risks. Past performance of any product is not a reliable indication of future performance. Read carefully the governing documents of a product’s offering such as its PDS, TMD or information memorandum. InvestmentMarkets does not vet, endorse or recommend any product that is the subject of these podcasts and is only facilitating the exposure of the product. These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.

In the latest podcast episode, Darren sits down with Steve Bennett, Direct CEO at Charter Hall, to discuss how Australia’s commercial property cycle is evolving following a significant repricing. As market conditions stabilise and fundamentals come back into focus, Steve explains how improving income returns, attractive yields and a more compelling entry point are creating a strong backdrop for long-term investors.

Steve also highlights how constrained supply and resilient tenant demand continue to support the outlook as the market moves through 2026.

Want to learn more: https://www.investmentmarkets.com.au/

For more information on Charter Hall: https://www.investmentmarkets.com.au/company/charter-hall-funds-management-limited-68d36c5d76b410cbff196bfb

Disclaimer

This podcast is for informational and promotional purposes only.

The information in this podcast is general in nature and does not take into account your investment objectives, particular needs or financial situation. You should seek independent financial advice before deciding to invest in, or continuing to hold your investment in, any Funds.

No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity.

Product Disclosure Statements (PDSs) and Target Market Determinations (TMDs) and Information Memorandums (IMs) are available at www.charterhall.com.au. An investment is subject to risks which are summarised in the relevant PDS or IM (Offer Document). You should consider the relevant Offer Document and any supplementary Offer Document in deciding whether to acquire or continue to hold the product.

The distribution yield is calculated at a point in time and will fluctuate when the distribution amount or unit price changes. Distributions for future periods may vary. Distribution yields are subject to risks outlined in the relevant Offer Document. Current unit prices and distribution yields are available at www.charterhall.com.au.

Past performance is not a reliable indicator of future performance.

Any forward-looking statement in this podcast is predictive in character and may be affected by inaccurate assumptions or by known or unknown risks and uncertainties and may differ materially from results ultimately achieved.

The target returns stated are a target only. They are not a forecast and might not be achieved.

InvestmentMarkets does not vet, endorse or recommend any product that is the subject of this podcast and is only facilitating the exposure of the product.

These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change such that the accuracy and reliability of their content may be affected.

Patrick William, Co-Founder and Managing Director of Rixon Capital, discusses the rapid growth and strong risk reward profile of Australia’s private credit market. He explains how bank retrenchment has created a lucrative niche for specialist lenders, enabling them to provide investors with equity-like returns and asset backed protection. 

Patrick highlights why he believes private credit will remain attractive in 2026 and the key issues for investors including fee transparency, manager alignment, fund mandates, and risk management.

Want to learn more: https://www.investmentmarkets.com.au/

For more information on Rixon Capital Funds: https://www.investmentmarkets.com.au/...

WHOLESALE INVESTORS ONLY

The product(s) mentioned in this presentation are available to wholesale investors only. It is not applicable to or appropriate for retail investors.

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Disclaimer

These podcasts are for informational and promotional purposes only. Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. All securities and financial products involve risks. Past performance of any product is not a reliable indication of future performance. Read carefully the governing documents of a product’s offering such as its PDS, TMD or information memorandum. InvestmentMarkets does not vet, endorse or recommend any product that is the subject of these podcasts and is only facilitating the exposure of the product. These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.

This podcast features Shelby Clark, COO of GPS and “Fund Mum” of Arkus – an investment fund designed for accessibility and flexibility. Arkus offers a $1 minimum investment, monthly withdrawals, and a user-friendly approach, all backed by GPS’s 30-year track record in first registered mortgages. It caters to investors seeking practical, low-stress ways to invest without large upfront commitments.

Why Investors Should Watch:

This episode is a must-watch for anyone who wants to discover how Arkus is seeking to redefine income investing by blending innovation and simplicity with decades of investing expertise.

Want to learn more: https://www.investmentmarkets.com.au/

For more information on Arkus Funds:

https://www.investmentmarkets.com.au/listings/arkus-fund-gps-investment-fund-limited-6881ad0150ffc58531f804bc

Statutory Statement

The issuer of the Arkus Fund is, GPS Investment Fund Limited (“GPS”), ABN 40 145 378 383, AFS Licence No. 383080. The Product Disclosure Statements (PDS) and Target Market Determination (TMD) for this product is available at https://gpsinvest.com.au/gps-invest-arkus-fund. Prospective investors should consider the PDS before deciding to acquire any of the products.

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LinkedIn: https://www.linkedin.com/company/investmentmarkets

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Instagram: https://www.instagram.com/investmentmarkets/

Disclaimer

These podcasts are for informational and promotional purposes only. Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. All securities and financial products involve risks. Past performance of any product is not a reliable indication of future performance. Read carefully the governing documents of a product’s offering such as its PDS, TMD or information memorandum. InvestmentMarkets does not vet, endorse or recommend any product that is the subject of these podcasts and is only facilitating the exposure of the product. These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.

This episode of Investment Matters features Simon Raubenheimer from Contrarius Investment Management, discussing their contrarian approach to global equity investing. Since inception in 2009, Contrarius’ Global Equity Fund has delivered 12x returns*, far outperforming benchmarks, by focusing on misunderstood, undervalued businesses and avoiding herd mentality. Simon explains how deep research, long-term thinking, and independence drive their success, highlighting opportunities in AI infrastructure, memory chips, and resilient sectors like luxury goods and biotech. He also shares lessons on navigating disruption, avoiding value traps, and embracing volatility as an opportunity.

*Past performance is not an indication of future performance

Want to learn more: https://www.investmentmarkets.com.au/

For more information on Contrarius Investment Management Funds: https://www.investmentmarkets.com.au/company/contrarius-investment-advisory-pty-limited-674d5975a228580ab0a3cdee

Statutory Statement

The issuer of the Contrarius Global Equity Fund and the Contrarius Global Balanced Fund is, Equity Trustees Limited, ABN 46 004 031 298, AFS Licence No. 240975. The Product Disclosure Statements (PDS) and Target Market Determinations (TMD) for these products are available at https://www.contrarius.com.au/. Prospective investors should consider the PDS before deciding to acquire any of the products.

Follow us on

LinkedIn: https://www.linkedin.com/company/investmentmarkets

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Disclaimer

These podcasts are for informational and promotional purposes only. Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. All securities and financial products involve risks. Past performance of any product is not a reliable indication of future performance. Read carefully the governing documents of a product’s offering such as its PDS, TMD or information memorandum. InvestmentMarkets does not vet, endorse or recommend any product that is the subject of these podcasts and is only facilitating the exposure of the product. These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.

In this episode of the Investment Matters podcast, Darren chats with Daryl Wilson, founder of Affluence Funds Management. Daryl shares plenty of insights on Affluence’s contrarian, value-driven approach, deep manager due diligence, and strategic diversification across asset classes. In a wide-ranging conversation, they also discuss risk and return, navigating market downturns, LIC discounts, and potential in the small cap universe.

Why Investors Should Watch

This podcast offers practical wisdom on protecting capital, generating income, and identifying undervalued opportunities. If you're seeking insights from a true professional, this is a must-watch/listen.

Want to learn more: https://www.investmentmarkets.com.au/

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Disclaimer

- This podcast is for informational and promotional purposes only.

- Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice.

- No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity.

- All securities and financial products involve risks.

- Past performance of any product is not a reliable indication of future performance.

- Read carefully the governing documents of a product’s offering such as its PDS or information memorandum.

- InvestmentMarkets does not vet, endorse or recommend any product that is the subject of this podcast and is only facilitating the exposure of the product.

- These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change such that the accuracy and reliability of their content may be affected.