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Solaris

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  • What are the best long & short investments following reporting season?
    What are the best long & short investments following reporting season?
    Sean Martin, Gus Roberts & Damien Keune Recorded: Aug 31 2018 31 mins
    The Solaris Australian Equity Long / Short team of Gus Roberts, Damien Keune and Sean Martin will be hosting a webinar to discuss the Solaris Australian Equity Long Short Fund and what are the next funding shorts and long investment ideas to drive returns in the Australian market.

    Discussion Points:
    - What reporting season told us and what are our best long and short ideas?
    - Royal Commission and where to from here for banks and non banking financials both long and short ideas
    - Resources – winners and losers?
    - Outlook for Australian Long / Short investing
  • What are the next funding shorts to drive returns in the Australian market
    What are the next funding shorts to drive returns in the Australian market
    Gus Roberts & Damien Keune Recorded: Jun 22 2018 27 mins
    Sean Martin, Chief Investment Officer, and Damien Keune, Head of Dealing, from Solaris will be hosting a luncheon to discuss the Solaris Australian Equity Long Short Fund and what are the next funding shorts to drive returns in the Australian market.

    Discussion points:

    - Does AMP short have further to go?
    - Telstra - dividend trap or value?
    - Outlining high conviction sector pairs trades that will win in both up and down markets
    - What are Solaris best long ideas?
  • Reporting Season & Volatility – Outlook for Australian Equities
    Reporting Season & Volatility – Outlook for Australian Equities
    Damien Keune and Gus Robers Recorded: Mar 5 2018 28 mins
    Discussion points:

    - What reporting season told us?
    - Current valuations and what is the outlook
    - How has the Solaris Australian Equity Long Short Fund performed through the market volatility?
    - What stocks and sectors stand out?
  • 2018 – Where are we in the Australian equity cycle?
    2018 – Where are we in the Australian equity cycle?
    Damien Keune & Gus Roberts Recorded: Feb 9 2018 32 mins
    Webinar discussion points:

    • Australian equity market outlook
    • Where are we in the cycle and is the market overvalued?
    • How do we profit from shorting different stocks?
    • Stocks & sectors we like and which stocks & sectors we are avoiding?
  • Driving investment returns via shorting: Using ESG as a risk screen
    Driving investment returns via shorting: Using ESG as a risk screen
    Damien Keune & Gus Roberts Recorded: Nov 14 2017 31 mins
    Solaris Investment Management Limited (Solaris) is an Australian equities fund manager whose investment strategies have out-performed against the respective benchmarks in the past 15 out of 17 years. With over 5 billion in FUM, Solaris will discuss their post reporting season update.
    Webinar discussion points:
    • Why long short investing?
    • How do we short?
    • What investments we like
    • What investments we don't like: Using ESG as a risk screen
  • Australian equities: How to profit from falling shares
    Australian equities: How to profit from falling shares
    Damien Keune and Gus Roberts Recorded: Jul 11 2017 32 mins
    Webinar discussion points:

    - How our 16 year approach has delivered out-performance for investors
    - Why long short investing
    - How do we short
    - What stocks and sectors to own
    - What stocks and sectors to avoid
  • Australian equities - Spring is here – is there a change in the air?
    Australian equities - Spring is here – is there a change in the air?
    Damien Keune and Gus Roberts Recorded: Oct 13 2016 30 mins
    During our short webinar, Solaris' Damien Keune (Head of Dealing) and Gus Roberts (Dealer) will discuss Australian equities - is there a change in the air?

    Specifically discussing:

    - Reporting season set the scene for...
    - Valuation steps up as a consideration
    - What companies to avoid?
    - Making money in 2017, where to invest?

    The webinar will be followed by a live Q&A session.
  • Recent Australian equity volatility – let’s talk stocks, sectors & styles
    Recent Australian equity volatility – let’s talk stocks, sectors & styles
    Damien Keune (Head Of Dealing), Gus Roberts (Dealer) Recorded: Apr 29 2016 41 mins
    During our short webinar, Solaris' Damien Keune (Head of Dealing) and Gus Roberts (Dealer) will discuss stocks, sectors and style with the recent Australian equity volatility as a back drop.

    Specifically discussing:
    What styles are working (or not)?
    Where are the best value and growth opportunities in the market?
    International or Domestic?
    When is the time to look at Resources?

    The webinar will be followed by a live Q&A session.
  • August Volatility - The correction we had to have?
    August Volatility - The correction we had to have?
    Damien Keune (Head Of Dealing), Gus Roberts (Dealer) Recorded: Oct 14 2015 34 mins
    During our 15 minute webinar, Solaris' Damien Keune (Head of Dealing) and Gus Roberts (Dealer) will discuss the outlook from reporting season and whether the market is fair value again.

    During our webinar Damien and Gus will discuss:

    - August volatility - is this the correction we had to have?
    - Where are we now - are the markets fair value again?
    - Where are the opportunities - is 2015 the year for small caps?

    The webinar will be followed by a live Q&A session.
  • Australian Equities - Is this as good as it gets?
    Australian Equities - Is this as good as it gets?
    Damien Keune (Head Of Dealing) & Gus Roberts (Dealer) Recorded: May 21 2015 36 mins
    During our 20 minute webinar Damien Keune (Head Of Dealing) and Gus Roberts (Dealer) will discuss Australian equities and whether they have reached fair value.

    During our webinar Damien and Gus will discuss:

    The best opportunities in the current market
    Risks for full year reporting - the 2nd half club
    Stocks that exhibit superior cash flow attributes
    What styles and sectors are crowded - The risk with ETFs

    The webinar will be followed by a live Q&A session.

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