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Harvesting discounts from LICs and other stocks

Affluence specialises in discount capture strategies, using their experience in markets to buy stocks and other investments below net asset backing. In this presentation, Daryl Wilson explains the concept of discount capture, walks through how the Affluence team approach this niche strategy, and provides some examples of the opportunities available in the market right now.

Unearthing the Future: Rubicon Resources' Bold Quest for Critical Minerals and Precious Metals

Rubicon Resources is an aspiring mineral resources company with the Mission Statement “To plant a seed that in time grows into a large mining company”. James is a mining industry expert with experience in metallurgy, mineral processing operations, mineral exploration and engineering design amongst others. Chris Towsey is a mining and exploration geologist and geochemist with over 40 years of experience.

Shareholder Activism – good governance and shareholder value

There’s been an increasing interest in activist investing in recent years, with many new managers trying their hand at it. In this presentation, you’ll hear from one of the oldest and most prolific activist investors in Australia, Sandon Capital. After completing more than 40 campaigns over 15 years and consistently delivering value for investors, founder and CIO Gabriel Radzyminski will talk about the evolution of shareholder activism in Australia, why its important, the tools of the trade and the different ways investors can approach this complex, varied and highly nuanced investment strategy. It really all comes down to good governance and shareholder value.

Australian equities: identifying opportunities and winners/losers from the reporting season

The Montgomery Fund is focused on providing long-term capital growth for investors by investing in a concentrated portfolio of 25 to 35 high quality Australian companies listed on the Australian Securities Exchange (ASX). Alan Kwan is the Senior Portfolio Manager at Australian Eagle Asset Management. He is the principal analyst for many of their portfolio stocks, particularly medium-cap companies. Their team also manage the Australian large-cap portfolios for Montgomery Investment Management including The Montgomery Fund.

The Conscious Investor Fund - mirroring Teaminvest principles and success

The Conscious Investor Fund is a wholesale fund focussed on finding long-term value through investing in quality business. Mark Moreland is the co founder of Teaminvest, and founding director of the Conscious Investor Fund. He has spent the last 16 years working with over 600 high net worth investors who target double digit returns from their equity investments.

Exploring sustainable returns through quality growth investments

In this presentation, we explore global investing, with a deep dive into the attributes of quality companies that continue to earn attractive sustainable returns over time. We'll discuss the rationale behind including growth and defensive stocks in your investment mix, with a focus on the growth sector and examples of quality growth stocks.

How to make the most of the coming small cap rally

Small cap stocks have had a tough run the past few years, with small cap indices underperforming their larger cap counterparts significantly. Everyone is talking about the inevitable catch up. But dispersion amongst returns at the small end of the market is high. It's easy to get the theme right and the stock picking wrong. Steve Johnson will explore the stock picking process at Forager, how the team are setting their Fund portfolios up, and which stocks are already working. He will explain why these stocks showcase where you need to be invested when the small cap recovery arrives.

The Income Ladder Strategy: Combining Bonds, Credit and Dividends

The idea of regular, consistent payments is a critical part of an income-focused portfolio. Ensuring that a portfolio actually looks and works that way across extended periods can take a bit more planning. It’s not as simple as bunging everything into a bond and taking a monthly coupon.

Fixed Interest Private Assets Shares Investor Education

23 Apr 2026

· Sara Allen

· 5 MIN READ

War, Volatility and Opportunity: Why Market Drawdowns Can Be the Best Entry Points for Long-Term Investors

Geopolitical conflict is one of the fastest ways to trigger market volatility. The recent escalation involving Iran has again reminded investors how quickly sentiment can swing when uncertainty rises.

Managed Fund Shares Investor Education

9 Apr 2026

· Jarrad Stuart

· 5 MIN READ

Credit vs Equities in a Slowdown: Who Loses First?

There must be something about the 20s. Just like the 1920s, the 2020s have been turbulent and full of contradictions, though hopefully the 2020s won’t end the same way. As investors watch economic and geopolitical risks increase, alongside an uptick in inflation forcing the hand of the RBA, some may wonder if a slowdown is in the future.

Fixed Interest Shares Investor Education

19 Feb 2026

· Sara Allen

· 7 MIN READ

Videos

Shares

AI Megatrend; Blessing or Bubble?

Navigation Opportunity in Current Global Equities Markets

The Case for Investing Globally: Unlocking Greater Opportunities Beyond Australia

Don't forget your toothbrush

Harvesting discounts from LICs and other stocks

Australian Equities and its opportunities

Knowledge is power - my personal research into All-Weather Stocks

Unearthing the Future: Rubicon Resources' Bold Quest for Critical Minerals and Precious Metals

Shareholder Activism – good governance and shareholder value

Australian equities: identifying opportunities and winners/losers from the reporting season

The Conscious Investor Fund - mirroring Teaminvest principles and success

Exploring sustainable returns through quality growth investments

How to make the most of the coming small cap rally

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

Related Articles

The Income Ladder Strategy: Combining Bonds, Credit and Dividends

War, Volatility and Opportunity: Why Market Drawdowns Can Be the Best Entry Points for Long-Term Investors

Credit vs Equities in a Slowdown: Who Loses First?

Videos

Shares

AI Megatrend; Blessing or Bubble?

Navigation Opportunity in Current Global Equities Markets

The Case for Investing Globally: Unlocking Greater Opportunities Beyond Australia

Don't forget your toothbrush

Harvesting discounts from LICs and other stocks

Australian Equities and its opportunities

Knowledge is power - my personal research into All-Weather Stocks

Unearthing the Future: Rubicon Resources' Bold Quest for Critical Minerals and Precious Metals

Shareholder Activism – good governance and shareholder value

Australian equities: identifying opportunities and winners/losers from the reporting season

The Conscious Investor Fund - mirroring Teaminvest principles and success

Exploring sustainable returns through quality growth investments

How to make the most of the coming small cap rally

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

Related Articles

The Income Ladder Strategy: Combining Bonds, Credit and Dividends

War, Volatility and Opportunity: Why Market Drawdowns Can Be the Best Entry Points for Long-Term Investors

Credit vs Equities in a Slowdown: Who Loses First?

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