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A deeper dive into Antipodes Partners' technology exposures

During this short webinar Graham Hay, Deputy Portfolio Manager at Antipodes Partners, will discuss:
- Enterprise – The Empire Strikes Back
- Internet – Runways for growth
- Consumer – Roads less travelled
Recorded Aug 29 2016 32 mins
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Presented by
Graham Hay, Deputy Portfolio Manager, Antipodes Partners
Presentation preview: A deeper dive into Antipodes Partners' technology exposures

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  • Bond-like equities, be careful what you wish for! Recorded: Nov 16 2016 34 mins
    Jacob Mitchell
    During this 20 minute webinar, Jacob Mitchell, Chief Investment Officer at Antipodes Partners, will discuss key interest rate sensitive exposures in the Antipodes portfolios.

    Discussion points:
    - Global valuation dispersion – Look beyond the headlines!
    - When the only real yield stocks left are banks, what do you do?
    o Buy strong incumbent banks holding sound collateral, e.g. ING Groep and KB Financial
    o Short expensive yield, e.g. infrastructure imitators and other “junk bond” beneficiaries
  • A deeper dive into Antipodes Partners' technology exposures Recorded: Aug 29 2016 32 mins
    Graham Hay, Deputy Portfolio Manager, Antipodes Partners
    During this short webinar Graham Hay, Deputy Portfolio Manager at Antipodes Partners, will discuss:
    - Enterprise – The Empire Strikes Back
    - Internet – Runways for growth
    - Consumer – Roads less travelled
  • Long/short opportunities in the global energy sector Recorded: May 25 2016 33 mins
    Jacob Mitchell, Chief Investment Officer, Antipodes Partners
    Rapid growth in US natural gas production was underwritten by high yield debt markets which are now generally shut.

    As the gas price fell to record lows, production growth transitioned to associated gas from booming oil shale. Subsequent to the oil price shock, new associated gas development has collapsed.

    The industry has reached the stabilisation phase where production declines are now set to accelerate whilst demand growth is underwritten by US power generation and exports.

    We have positioned our investment portfolios to benefit from a strong rebound in the US natural gas price to around $4.50/MMBtu, the cost of marginal supply, a rare case of a commodity price outcome largely not dependent on Chinese demand.
  • South Korea: From neglect to respect Recorded: Mar 9 2016 36 mins
    Jacob Mitchell, Chief Investment Officer, Antipodes Partners
    The Korean market appears cheap with leading franchises such as Samsung Electronics, Hyundai Motor and KB Financial trading at significant discounts to global peers.

    The narrative is highly reminiscent of Japan during the period of persistent Yen strength from 2010-12 where “macro” generalisations such as government policy stasis and poor corporate governance, etc., drowned out the stock specific discussion.

    With corporate governance improving and evidence of government engaging with reforms, we believe the market is highly prospective for absolute returns.
  • Macro matters, but so do stocks! Recorded: Nov 17 2015 33 mins
    Jacob Mitchell, Chief Investment Officer, Antipodes Partners
    During this webinar Jacob Mitchell, CIO of Antipodes Partners will discuss the following:

    •Avoiding the China macro trap for equities
    •US high yield debt - the party may have peaked, time to move closer to the door
    •Case studies that demonstrate the Antipodes Partners investment philosophy
    •Interactive Q & A session
Antipodes Partners
Antipodes Partners is a pragmatic value manager of global and Asian equities (long only and long-short). We aspire to grow client wealth ahead of the broad market over the investment cycle without subjecting capital to undue levels of risk. We take advantage of the market’s tendency for irrational extrapolation around changes in the operating environment, identify great businesses that are not valued as such and build high conviction portfolios.

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  • Title: A deeper dive into Antipodes Partners' technology exposures
  • Live at: Aug 29 2016 12:30 am
  • Presented by: Graham Hay, Deputy Portfolio Manager, Antipodes Partners
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