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Printed: 18 August 2025 9:30 PM

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Hedge Clippings | 30 July 2021
30 Jul 2021 - Australian Fund Monitors
As we noted last week in Hedge Clippings, the twelve months to 30th of June were extraordinary, with the ASX200 only recording 1 negative month. As we've come to the end of July that record has been extended, and should it continue through...
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Hedge Clippings | 23 July 2021
23 Jul 2021 - Australian Fund Monitors
The 2020/21 financial year was one for the books. Not only did the ASX 200 Total Return Index record its 3rd best performance over the last 25 years, but it was also the first time since the 1996/97 financial year that the index had only...
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Hedge Clippings | 16 July 2021
16 Jul 2021 - Australian Fund Monitors
"Words are words, and promises are promises, but only performance is reality". This is a quote from Harold S. Geneen, former president of ITT Corporation, and is the theme of this week's Hedge Clippings. When looking at managed funds, or...
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Hedge Clippings | 09 July 2021
9 Jul 2021 - Australian Fund Monitors
In this week's Hedge Clippings we discuss the tightening of restrictions across Greater Sydney, and share insights from recent discussions with two fund managers, Charlie Aitken from AIM and Michael Tobin from Vantage Asset...
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Hedge Clippings | 02 July 2021
2 Jul 2021 - Australian Fund Monitors
This week's Hedge Clippings looks at how Australia has fared thus far in the battle against COVID, and the performance of markets over FY21. We also link to an interview with Cyan Investment Management's Dean Fergie, as well as an...
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Hedge Clippings | 25 June 2021
25 Jun 2021 - Australian Fund Monitors
Hedge Clippings in Lockdown as the EOFY approaches! With equity markets still powering towards the end of the financial year next Wednesday, FY2021 results for the ASX and S&P 500 will re-write the record books, as 2020 and 2021 re-write...
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Hedge Clippings | 18 June 2021
18 Jun 2021 - Australian Fund Monitors
Last week's Hedge Clippings warned that while the economy was going "gangbusters", sooner or later there would be an uptick in inflation, and actual (or expectations of) inflation would then create upward pressure on interest...
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Hedge Clippings | 11 June 2021
11 Jun 2021 - Australian Fund Monitors
By all accounts the Australian economy is going gangbusters. The question is, will this all end in tears? Doomsdayers have been predicting this for much of the last decade, although to date they've yet to be proven correct. With a revival...
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Hedge Clippings | 04 June 2021
4 Jun 2021 - Australian Fund Monitors
One theme that has gained traction in recent times has been the world of digital assets, or cryptocurrencies. The level of commentary over the past six months or so has risen to such an extent that information is now available. The...
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Hedge Clippings | 28 May 2021
28 May 2021 - Australian Fund Monitors
Last week's Hedge Clippings stated that Crypto is here to stay, irrespective of the recent volatility in the sector, or Warren Buffett's disbelief and disdain for the sector. This week that view has been reinforced with an article in...
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September 2025
L1 Capital International Strategy
2 Sep 2025 11:00 AM

Join L1 Capital International's CIO, David Steinthal, for an update on the investment environment, positioning of the L1 Capital International Strategy and key takeaways from the recent results season.


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