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محتوای ارائه شده توسط Inside the Rope with David Clark and David Clark. تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط Inside the Rope with David Clark and David Clark یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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Ep 201: Nikki Thomas - The Power of Focus: Running a 20-Stock Global Portfolio
Manage episode 495742886 series 1523047
محتوای ارائه شده توسط Inside the Rope with David Clark and David Clark. تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط Inside the Rope with David Clark and David Clark یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
In this episode of Inside the Rope, David Clark is joined by Nikki Thomas, one of Australia's most respected global equity investors and the current Portfolio Manager of Magellan’s High Conviction Fund. After a period of significant change at Magellan, Nikki’s return to the firm marks a powerful reconnection with its founding principles—absolute returns, deep research, and a commitment to global quality. With over two decades of experience and foundational roles at both Magellan and Alphinity, Nikki unpacks her high-conviction investment philosophy and explains why the core Magellan approach — compounding capital through structural moats and disciplined valuation — remains unchanged despite market noise. In a candid and wide-ranging conversation, David and Nikki explore: * How she builds a concentrated portfolio of 10–20 global leaders * The role of AI, robotics, and digitalisation in shaping long-term investment themes * The outlook for key holdings including Novo Nordisk, Visa, and Microsoft * How Magellan is evolving from a founder-led boutique to an institutional investment house * Her return to the firm and the strategic pivot under new leadership This episode offers rare insight into one of Australia’s top investment minds at a pivotal moment for Magellan and global capital markets. A must-listen for high-net-worth investors seeking clarity, conviction, and access to the type of global opportunities that sit beyond Australia’s borders.
…
continue reading
207 قسمت
Manage episode 495742886 series 1523047
محتوای ارائه شده توسط Inside the Rope with David Clark and David Clark. تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط Inside the Rope with David Clark and David Clark یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
In this episode of Inside the Rope, David Clark is joined by Nikki Thomas, one of Australia's most respected global equity investors and the current Portfolio Manager of Magellan’s High Conviction Fund. After a period of significant change at Magellan, Nikki’s return to the firm marks a powerful reconnection with its founding principles—absolute returns, deep research, and a commitment to global quality. With over two decades of experience and foundational roles at both Magellan and Alphinity, Nikki unpacks her high-conviction investment philosophy and explains why the core Magellan approach — compounding capital through structural moats and disciplined valuation — remains unchanged despite market noise. In a candid and wide-ranging conversation, David and Nikki explore: * How she builds a concentrated portfolio of 10–20 global leaders * The role of AI, robotics, and digitalisation in shaping long-term investment themes * The outlook for key holdings including Novo Nordisk, Visa, and Microsoft * How Magellan is evolving from a founder-led boutique to an institutional investment house * Her return to the firm and the strategic pivot under new leadership This episode offers rare insight into one of Australia’s top investment minds at a pivotal moment for Magellan and global capital markets. A must-listen for high-net-worth investors seeking clarity, conviction, and access to the type of global opportunities that sit beyond Australia’s borders.
…
continue reading
207 قسمت
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