Preview Mode Links will not work in preview mode

'Perspectives' by Escala Partners

Jul 26, 2023

In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on why the probability of a recession is higher in Australia than the US; what the greatest risk is for investors; and why royalties funds may get a boost from AI.

 

(1:23) - It doesn’t seem that long ago that we were talking about a...


Jul 3, 2023

In this episode of The Fund Managers, Escala Partners Investment Analyst Stephen Dickinson talks to Mark Landau, Co-Founder and Co-Portfolio manager of L1 Capital. Mark discusses L1 Capital’s investment approach and their focus on value and quality.