Investor Education Videos

Investor Education

Venture Capital Unlocked: What Every Investor Needs to Know | Conviction Capital | Episode 2

25 May 2026 —

Mark EsterhuizenAdrian Bunter

This episode of Conviction Capital features Mark Esterhuizen from Aura Ventures and Adrian Bunter from Sydney Angels as they discuss Australia's fast-growing venture capital (VC) market with host Juliette Saly.

Australian Share Market Outlook

The Tribeca Alpha Plus Fund is an Australian Equity, long/short strategy with the typical asset classes held by the fund being cash and cash equivalent instruments, Australian listed shares and other equity like securities and exchange traded Derivatives. As the Portfolio Manager of the fund, Jun Bei Liu has quadrupled AUM to over $1.1bn since taking over sole responsibility for managing the Fund, making it one of the largest long short equity funds in the Australian market.

Shares Investor Education

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Not all private credit funds are the same

16:16

26 July 2023

Not all private credit funds are the same

The Woodbridge Private Credit Fund provides investors with direct and indirect exposure to 1st mortgage (senior secured) Australian and New Zealand real estate loans – with an ESG integrated investment process and philosophy. Andrew Torrington is the Managing Director and Chief Investment Officer (CIO) of Woodbridge and is responsible for investment strategy, portfolio management, investor relations and the overall running of the business.

Private Assets Investor Education

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How investors can achieve an after-tax dividend yield double that of the broader Australian share market while being exposed to a similar level of risk and at a lower cost.

13:26

26 July 2023

How investors can achieve an after-tax dividend yield double that of the broader Australian share market while being exposed to a similar level of risk and at a lower cost.

Dr. Jason Hall will explain how the Hamilton12 Australian Shares Income Fund adopts the same low-cost, evidence-based, systematic investment strategy as the S&PDJI Hamilton12 Australian Diversified Yield Index to achieve an after-tax dividend yield double that of the broader Australian share market while being exposed to a similar level of risk.

Shares Investor Education

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A review of how exposure to Asian investments can provide a low correlated addition to your portfolio.

15:59

26 July 2023

A review of how exposure to Asian investments can provide a low correlated addition to your portfolio.

Thanks to the Asian region's growth potential and better management of the pandemic, it has become a core asset with superior long-term growth characteristics. More recently, demographics and digitalisation helped fuel economic and business expansion and played an important role in the region’s resilient economy… and yet it’s an investment sector that we hear very little about.

Asset Allocation Investor Education

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When what Lasts matters more than what’s Fast

17:36

26 July 2023

When what Lasts matters more than what’s Fast

The first six months of 2023 was a roller coaster ride. At the risk of being succumbing to confirmation bias, it demonstrated again how little value there is in trying to forecast the market. 2023 began with many commentators’ expectations of doom and gloom in the midst of a historically aggressive interest rate tightening cycle.

Investment Themes Investor Education

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Exploiting short-term price dislocations - the case for Australian sophisticated investors

15:46

26 July 2023

Exploiting short-term price dislocations - the case for Australian sophisticated investors

How through the rise of Passive Money and heard-mentality, short-term price dislocations have amplified in listed equity markets

Shares Investor Education

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The Global Megatrends that impact you and your investments every day

15:45

26 July 2023

The Global Megatrends that impact you and your investments every day

What is a megatrend & why they are a benefit for investors (and a danger if ignored). Finding the right companies that can ride them is just as crucial - why this means quality, and where should it sit in an investor portfolio.

Investment Themes Investor Education

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Why you should be looking at Quality Australian Small Caps?

12:29

26 July 2023

Why you should be looking at Quality Australian Small Caps?

This presentation provides a high-level overview of why we consider Quality Australian Small Caps an attractive long-term investment opportunity and why you should be considering exposure to this sector now.

Shares Investor Education

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16:22

26 July 2023

New investment opportunity

The Quanta South East Queensland office Trust is a high-yielding, South-East Queensland office investment, with in-built capital growth potential plus several value-add opportunities. Chris Carrigan brings over 20 years’ experience in acquisitions, investment management and leasing. He has held senior management positions with large institutional and corporate real estate investors including QIC and Mulpha Australia Limited.

Why now is the best time to invest in small caps.

Small cap stocks are often overlooked by investors, but they can deliver growth, tap into emerging trends, and diversify your portfolio at relatively cheap prices. In this presentation Roger Montgomery, Founder and Chairman of Montgomery Investment Management, will share his insights on why small caps are attractive in the current market environment. He will also share examples of some of the high-quality domestic and global small cap companies that he is excited about, and how you can access these opportunities through the Montgomery Smaller Companies Fund and the Polen Capital Small and Mid Cap Fund.

Shares Investor Education

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Why consider investing into commodity markets

18:52

26 July 2023

Why consider investing into commodity markets

This presentation will discuss why now is a good time to consider making a portfolio allocation into the commodity asset class and how to do this in a low cost and tax efficient manner without sacrificing too much income or capital growth potential from the rest of an investor’s portfolio.

Commodities Investor Education

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How the Australian Shareholders Association stands up for Aussie investors

10:38

29 Mar 2023

How the Australian Shareholders Association stands up for Aussie investors

Steven Mabb from the Australian Shareholders Association presents 'How the Australian Shareholders Association stands up for Aussie investors' at the InvestmentMarkets 2023 Virtual Investment Seminar.

Investor Education

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Explore 100's of investment opportunities and find your next hidden gem!

Search and compare a purposely broad range of investments and connect directly with product issuers.

Explore Investments

How to Build a More Tax-Aware Portfolio After the CGT Discount Shake-Up

Australia’s 2026-27 Federal Budget has dramatically changed the tax conversation in ways few budgets have. In particular, the Government’s plan to replace the 50% CGT discount with cost-base indexation and a 30% minimum tax rate from 1st July 2027 has massive investment implications.

Investor Education ETF Managed Fund

22 June 2026

· Simon Turner

· 7 MIN READ

ETF vs Managed Fund Tax: What Australian Investors Need to Know

The only certainties in life are death and taxes, as the saying goes. Of course, what can be less certain is exactly how tax is applied to your earnings, particularly those from investments. Depending on the type of investment you have and what type of earnings you receive from it, tax can be affected.

Investor Education Managed Fund ETF

18 June 2026

· Sara Allen

· 7 MIN READ

The Wild West Investor: Three Portfolio Pillars for an Uncertain Future

For decades, investors relied on the classic 60/40 portfolio: 60% equities and 40% bonds. That worked well during an era characterised by declining interest rates and relatively stable inflation.

Investor Education Managed Fund Commodities Cash/Money Market

17 June 2026

· Simon Turner

· 6 MIN READ

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