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The #1 stock picks for 2024
Manage episode 393966751 series 2656707
How are Australia's brightest investment minds investing as we kick off the new year?
Livewire has assembled an exclusive roll card of 12 of the country's finest global and local equities investors for their highest conviction stock picks for the year ahead.
This includes Alphinity's Mary Manning, whose top stock last year delivered a whopping return of 86% in 2023 (the average return of the stock picks last year was 36.73%), as well as star stockpickers Emma Fisher and Chris Stott, industry legends Dr Philipp Hofflin and Bob Desmond, and many more.
So, without further ado, sit back, relax and enjoy the most anticipated list of stocks for 2024. And as always, do your own research before making any investment decisions of your own.
Our featured fund managers include (in order of appearance):
- Mary Manning, Alphinity Investment Management
- Marc Whittaker, IML
- Emma Fisher, Airlie Funds Management
- Dr Philipp Hofflin, Lazard Asset Management
- Joel Fleming, Yarra Capital Management
- Matthew Haupt, Wilson Asset Management
- Chris Stott, 1851 Capital
- Francyne Mu, Franklin Templeton
- Bob Desmond, Claremont Global
- Daniel Sullivan, Janus Henderson
- Vihari Ross, Antipodes
- Matthew Kidman, Centennial Asset Management
Note: We would like to thank the fund managers listed above for sharing their top ideas for 2024 in the spirit of the Outlook Series. All of the fund managers featured in this series run diversified portfolios and do not invest solely in the stocks mentioned below. This list is not, nor is it intended to be, a set of recommendations. Please do your own research and seek advice from a professional before making any investment decisions of your own. Past performance is not a reliable indicator of future returns.
You can read an edited transcript below. These interviews were filmed on Tuesday, 12 December 2023.
https://www.livewiremarkets.com/wires/the-1-stock-picks-for-2024
352 episodes
Manage episode 393966751 series 2656707
How are Australia's brightest investment minds investing as we kick off the new year?
Livewire has assembled an exclusive roll card of 12 of the country's finest global and local equities investors for their highest conviction stock picks for the year ahead.
This includes Alphinity's Mary Manning, whose top stock last year delivered a whopping return of 86% in 2023 (the average return of the stock picks last year was 36.73%), as well as star stockpickers Emma Fisher and Chris Stott, industry legends Dr Philipp Hofflin and Bob Desmond, and many more.
So, without further ado, sit back, relax and enjoy the most anticipated list of stocks for 2024. And as always, do your own research before making any investment decisions of your own.
Our featured fund managers include (in order of appearance):
- Mary Manning, Alphinity Investment Management
- Marc Whittaker, IML
- Emma Fisher, Airlie Funds Management
- Dr Philipp Hofflin, Lazard Asset Management
- Joel Fleming, Yarra Capital Management
- Matthew Haupt, Wilson Asset Management
- Chris Stott, 1851 Capital
- Francyne Mu, Franklin Templeton
- Bob Desmond, Claremont Global
- Daniel Sullivan, Janus Henderson
- Vihari Ross, Antipodes
- Matthew Kidman, Centennial Asset Management
Note: We would like to thank the fund managers listed above for sharing their top ideas for 2024 in the spirit of the Outlook Series. All of the fund managers featured in this series run diversified portfolios and do not invest solely in the stocks mentioned below. This list is not, nor is it intended to be, a set of recommendations. Please do your own research and seek advice from a professional before making any investment decisions of your own. Past performance is not a reliable indicator of future returns.
You can read an edited transcript below. These interviews were filmed on Tuesday, 12 December 2023.
https://www.livewiremarkets.com/wires/the-1-stock-picks-for-2024
352 episodes
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