Antipodes offers global investment services that focus on managing funds for professional investors. It aims to create investment portfolios that deliver above-market level returns while maintaining a lower risk profile.

Antipodes

Antipodes | 4,579 followers on LinkedIn. We are pragmatic value investors who specialise in global shares, while bringing a different approach to investing. | Antipodes is a global asset manager offering a pragmatic value approach across long only and long-short strategies. We aspire to grow client wealth over the long-term by generating absolute returns in excess of the benchmark, at below market levels of risk. We seek to take advantage of the market’s tendency for irrational extrapolation, identify investments that offer a high margin of safety and build portfolios with a capital preservation focus.

Portfolio Manager at Antipodes

Rameez Sadikot

Financial Advice and Asset Management Specialist. Money Management's Young Achiever of the Year 2013

Jonathan Wu, FCPA (FPS, SMSFS), FChFP

Investment Analyst - Quant & Macro at Antipodes

Shashank Bhatia, Ph.D.

Head of Alternative Data at Antipodes | Fundamental equity investor using alt data alpha signals, machine learning, and predictive modelling

Anthony El-Khoury

Ahead of Vihari Ross ' presentation at next week's Sohn Hearts & Minds Conference in Adelaide, she shares insights with the AFR on Antipodes ' views and positioning ahead of the US election. https://lnkd.in/gyF8idUP The article is repeated on our website: https://lnkd.in/gt7Fh33M

The third Buy Hold Sell in this Livewire Markets series covers some of the controversial personalities leading today’s biggest companies. Love them or question them, these leaders bring a unique touch to the businesses they steer. From Elon Musk’s high-stakes moves to Mark Zuckerberg’s tech-driven focus, to Jack Ma’s notorious vanishing act, each leader has reshaped their respective industries in unexpected ways. Thanks Ally Selby and the Livewire Markets team for the opportunity for Jacob Mitchell participate in this series on behalf of Antipodes . YouTube: 📺 https://lnkd.in/g2hMS9UJ Full article: 💻 https://lnkd.in/gUiwJBvP

Our latest podcast - Policy, Politics & Potential: China insights with John Garnaut In this episode, China expert, John Garnaut joins Investment Director, Alison Savas to discuss the state of China’s economy, its policy landscape, and the potential risks and opportunities for investors. John is the founder of Garnaut Global, a leading advisory firm to select global asset managers, technology companies and government agencies. Key times: ⌚ Analysing the shifts in investor sentiment towards China: 1:00 ⌚ Has the CCP’s attitude towards economic growth changed recently? 13:30 ⌚ Will recent stimulus measures have a big impact? 20:00 ⌚ Why China needs to direct resources to local Government: 28:30 ⌚ Reviving China’s property sector: 30:00 ⌚ Will Taiwan be Xi Jinping’s legacy? 34:00 ⌚ The markets that China’s big tech stocks are poised to dominate: 38:00 Commentary is illustrative only, it should not be viewed as recommendations to buy, hold, or sell any security. https://lnkd.in/gPzc3KRP You can subscribe to our podcast on 🍏 Apple: https://lnkd.in/gp8Sc7S 🌈 Google: https://lnkd.in/gEca_Eiy 💚 Spotify: https://lnkd.in/g7XDsY88

As we approach the U.S. election, Antipodes ’ Jacob Mitchell joined Buy Hold Sell with Ally Selby on Livewire Markets to share our perspectives on what a Harris or Trump win could mean for investors. 📺 WATCH HERE https://lnkd.in/gTAh5Unh [18 minutes] 💻 READ THE TRANSCRIPT HERE https://lnkd.in/gntwTwiC #USelections #antipodes #USmarkets #globalmarkets #globalequity

In the latest episode of Buy Hold Sell with Livewire Markets ' Ally Selby , Jacob Mitchell shares Antipodes ' insights on interest-rate-sensitive stocks that could benefit from a lower-rate environment. Thanks very much for hosting us Ally! https://lnkd.in/gjDMJiHQ

Watch a highlight from our latest Antipodes Magnified video - a quarterly market update with Vihari Ross and Sam Kazacos, CIMA®. Some of the key takeaways from Q3 2024 in global markets: - The European Central Bank began its rate cutting cycle during the Quarter with two 25bps cuts, with the Federal Reserve (the Fed) following suit with a larger than expected 50bps reduction in rates. - In late September, China surprised the market with larger and more cohesive stimulus measures, fuelling a sharp rally in Chinese equities. - Emerging markets outperformed Developed Markets over the quarter, with value outperforming growth. The full 15-minute discussion can be viewed here: https://lnkd.in/dNknTkZg

Many thanks to the team at William Buck for inviting Antipodes to participate in their annual Investment Update this week. William Buck's Andrew Bradley facilitated a very thought-provoking Property vs Shares panel discussion, with Jacob Mitchell sharing Antipodes' global equity investing insights. #AIinvesting #USelections #globalequity #Antipodes

A big thank you to Gemma Dale , and the teams at nabtrade and the ASX , for the opportunity to have Vihari Ross present on our active ETF, AGX1. Launched over five years ago, the Antipodes Global Shares (Quoted Managed Fund) ASX:AGX1 reflects the same robust investment strategy as our Global Fund - Long fund, grounded in Antipodes ’ fundamental, pragmatic value approach. We focus on identifying great global companies that are undervalued by the market. #AGX1 offers investors access to a diversified portfolio of global stocks through a single trade, with no minimum investment required. Investors can buy and sell AGX1 on the ASX just like any other share. Thanks again Gemma, Nabtrade and the ASX and also to our partners in the Listed Products team at Pinnacle, Chris Meyer , Jamie Mimis and James Dawson . #investing #globalshares #globalportfolio #etf #energytransition

This video highlight from Livewire Live 2024 includes views from Jacob Mitchell about spotting 'AI imposters'. While AI and machine learning present some exceptional investment opportunities in global equities, not all companies caught up in the hype will be long term winners. Many have no real technological advantage, no clear pathway to market, and no data. Read more coverage on this topic on Livewire Markets : https://lnkd.in/gj99W7DR #artificalintelligence #stocks #investing

China's new stimulus package: Finally, the turning point? Whilst markets have all but lost patience over recent years, stimulus announced this week is a more comprehensive plan than what we’ve seen so far in terms of scale and urgency and includes potentially meaningful stock market support. This has come in a combination of monetary and fiscal support that is to be funded by ultra long term and special sovereign bonds. This was confirmed at an out-of-cycle economic Politburo meeting, usually reserved for exceptional circumstances, the last of which was held in March 2020 at the peak of Covid-19 concerns. The direction of such fiscal spending is yet to be detailed but it is being guided to be spent on initiatives to drive consumption as well as capital to be injected in the banking system (RMB1tr). While the Chinese economy is not yet out of the woods, the range of outcomes are converging towards larger stimulus and a return to growth/inflation or at least addressing the issue of deflation in the next year. Such an improvement in the economy is not priced in equities that remain compelling on mid cycle earnings assumptions. Based on the next 12 months consensus earnings, MSCI China remains at the bottom of its historical valuation range at 9.6x PE. Our full analysis can be viewed below.

ANTI

COM:ANTIPODES

Antipodes