Whilst the hunt for opportunities is enjoyable, there is nothing like the validation of getting it right – particularly when you’ve taken a different view to the market. In his rapid fire interview with Livewire earlier this month, Dion Hershan shares his hot take on markets, why validation reigns supreme and discusses the stocks and sectors he is liking (as well as those he is underweight).
11 Apr 2024
Whilst the hunt for opportunities is enjoyable, there is nothing like the validation of getting it right – particularly when you’ve taken a different view to the market. In his rapid fire interview with Livewire earlier this month, Dion Hershan shares his hot take on markets, why validation reigns supreme and discusses the stocks and […]
15 Mar 2021
Industrials prove their worth
Phil Strano, Portfolio Manager of the Yarra Absolute Credit Fund, explains the recent significant outperformance of Industrials, looks at current...
3 minute read
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Stamp duty flood slows to a trickle
Phil Strano, Senior Investment Manager at Yarra Capital Management, examines the fiscal position of the State and Federal governments, and...
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