Vantage Point: Driving Success in the Australian Market

Today we sit down with Paul Sharbanee co-founder of Investius.
 
Investius is an Australian equities fund management company who have a particular interest in high-quality ASX microcap companies. Paul talks about his approach to investment, how relationships are paramount and knowing not only when to invest but when to get out.

Hashan De Silva, Founder and Managing Partner of new specialist healthcare fund KP Rx, speaks to Vantage Point about how his investment process has an edge in the life sciences sector, why now is the right time to invest, and the diverse experience he brings to to funds management.

We were recently joined by Calix (CXL:ASX) managing director and CEO Phil Hodgson. From humble beginnings Calix has grown to be a global leader in the development of technology that has the company positioned to make a meaningful difference to decarbonising the world. In this episode of Vantage Point, Phil discusses Calix's journey, including the challenges faced, the possibilities created by its core technology and the opportunities that lie ahead.

We sit down with Ophir Asset Management Director and Senior PM Andrew Mitchell to discuss the fund he co-founded 12 years ago and the drivers behind its success. Andrew talks about his investment philosophies when it comes to selecting small cap stocks and the key catalysts for a potential market rebound.

In this episode of Vantage Point, we sit down with Stephen Crispe, CEO of RAS Technology Holdings Limited. RAS is a leading provider of fully integrated premium data and enhanced content to the global racing and wagering industries. Their clients include Entain Group, Flutter Group and Tabcorp. In episode 7 we sit down with CEO Stephen Crispe who dives into the Racing and Sports journey and discusses how they are using their proprietary IP and tech to enter the US market.

Professor Yuman Fong is co-inventor of the CF33 oncolytic virus, a technology that has been licensed to Imugene (ASX:IMU). 

He’s the Chairman of the Department of Surgery at City of Hope Cancer Centre in California. He’s an internationally recognised expert in pancreatic and liver cancer, as well as having developed many new surgical techniques and instruments.

Ahead of his presentation as the keynote speaker at the Bioshares Biotech Summit, he joined us for episode 6 of NWR’s Vantage Point podcast.

Alexander Jannink established Acusensus in response to the tragic loss of a dear friend in a car accident and his growing concern over the rising number of road fatalities. In episode 4, we delve deep into Alex's compelling narrative, unveiling how Acusensus harnesses state-of-the-art technology to effectively reduce the occurrence of road-related fatalities.

Acusensus has grown rapidly from the founding of the company and its AI-enabled camera technology to delivering more than $40m in revenue in just over four years.

In NWR's second episode of its new podcast, Vantage Point, Microba's CEO Dr Luke Reid details the unique approach to healthcare through the gut and the multi-faceted approach through testing and therapeutics.

In episode three, we sit down with Chris Judd, one of the AFL's most revered players, who has successfully transitioned from the world of AFL to establishing his own fund: The Cerutty Macro Fund. Listen in to learn how Chris got hooked on investing, his investing mindset, and how his days as a professional athlete will help him achieve alpha.

Close the Loop is well positioned within the circular economy, providing end-to-end solutions across packaging and consumables to a variety of markets. 

In episode 5 of NWR’s Vantage Point podcast, we discuss with CEO Joe Foster Close the Loop’s role within circular economy, its different divisions, examples of recycling programs and the Company’s recent significant acquisition, which will help drive a highly profitable business.