Magic Markets #65: There's value in growth

Episode 65 March 02, 2022 00:29:54
Magic Markets #65: There's value in growth
Magic Markets
Magic Markets #65: There's value in growth

Mar 02 2022 | 00:29:54

/

Show Notes

Craig Antonie of AnBro Capital Investments has joined us before on Magic Markets. In Episode 11 (February 2021), we learnt about his approach to growth investing. In May 2021, he joined us again on Episode 27 to unpack the sell-off in growth stocks at the time and whether this changed his approach (it didn’t – which is a good thing!)

We are thrilled to welcome Craig back to Magic Markets. He will be joining us every month to discuss growth stocks and the related complexities of investing in that space.

Having been through an incredibly volatile period for growth stocks, Craig takes us through his approach once more and why it has been relatively resilient within the context of the broader sector performance. We specifically discussed the ways in which the Unicorn Global Growth Fund differs from the ARK Innovation Fund. AnBro Capital focuses on a founder-led model and keeps a buffer of cash in the portfolio to respond to volatility - a sensible approach in our view!

Episode 65 of Magic Markets is brought to you by AnBro Capital Investments, an authorised Financial Services Provider FSP number 48371

Invest in the future. Invest in growth. Visit investinunicorns.com for more information.

Other Episodes

Episode 95

September 28, 2022 00:33:12
Episode Cover

Magic Markets #95: Money in a Bear Market

One of the benefits of trading is that you can make money in a bear market, as long as you are either prepared to...

Listen

Episode 78

June 01, 2022 00:25:26
Episode Cover

Magic Markets #78: A sneak peak at Premium

With 31 Premium shows behind us, we’ve learnt so much from our detailed research on global stocks.For example, we now know that Lululemon has...

Listen

Episode 75

May 11, 2022 00:31:08
Episode Cover

Magic Markets #75: Investing in Biotech

This week, we invited Anbro Capital back to pick their brains on biotech stocks. It’s an exciting space and Justiné Brophy, co-founder of Anbro,...

Listen