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USA Residential District - Global Equities - Interest Rates USA Residential District - Global Equities - Interest Rates

Market Updates

USA Spend-tacular: Wealthy Hands on the Wheel?

November 2024

Northcape Capital examines the health of the US consumer and the potential implications for inflation, interest rate settings and the US economic outlook.

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South Korea - Seoul - Global Emerging Markets - Value-Up South Korea - Seoul - Global Emerging Markets - Value-Up

Emerging Markets

Korea’s “Value-Up” program aims to boost shareholder value

November 2024

South Korea is an important Emerging Market and here our specialist investment partner, Northcape Capital, provides an overview of the initiative.

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Sustainability and Responsible Investment - Warakirri Asset Management - Webpage Banner Sustainability and Responsible Investment - Warakirri Asset Management - Webpage Banner

News

Warakirri publishes inaugural Sustainability Report

November 2024

The 2024 report outlines our management approach and performance across our sustainability priorities for the FY2023-24 year.

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Australian Equities

Meet the Manager with Zenith Investment Partners

November 2024

Richard Maynier, Northcape Capital and Dugald Higgins, Zenith Investment Partners discuss the Warakirri Ethical Australian Equities Fund.

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News

Warakirri joins the Responsible Investment Association Australasia (RIAA)

November 2024

We have joined 550 other members who collectively manage over $29 trillion in assets across the globe.

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3 Key Lessons from 20 years managing Australian Equities - Warakirri Asset Management 3 Key Lessons from 20 years managing Australian Equities - Warakirri Asset Management

Australian Equities

3 Key Lessons from Two Decades of Managing Australian Equities

October 2024

Our Australian Equities investment partner, Northcape Capital, shares three lessons that have laid the foundation of their success in the asset class.

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Flinders Emerging Companies Fund Flinders Emerging Companies Fund

Fund Updates

Flinders Emerging Companies Fund - Notice of Fund Termination

October 2024

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2024 Zenith Fund Awards Winner - Warakirri Asset Management 2024 Zenith Fund Awards Winner - Warakirri Asset Management

News

Warakirri a winner at the 2024 Zenith Fund Awards

October 2024

Warakirri has been announced a winner in the 'Real Assets' category at the annual awards ceremony.

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Makati Manila Skyline - Global Emerging Markets - Warakirri Asset Management Makati Manila Skyline - Global Emerging Markets - Warakirri Asset Management

Emerging Markets

A letter from Manila

October 2024

Northcape Capital shares with us their observations into the Philippines following a recent research trip.

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News

Warakirri continues to conform to Leading Harvest Standard

September 2024

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Australian Equities

Zenith Product Assessment - Warakirri Ethical Australian Equities Fund

September 2024

In this video, Zenith provides a product assessment and overview of the Warakirri Ethical Australian Equities Fund.

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2024 Zenith Fund Awards - Finalist 2024 Zenith Fund Awards - Finalist

News

Warakirri nominated as a finalist at the 2024 Zenith Fund Awards

September 2024

The Warakirri Diversified Agriculture Fund has been nominated in the 'Real Assets' category for the second year in a row.

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Warakirri Diversified Agriculture Fund - Citrus Banner Warakirri Diversified Agriculture Fund - Citrus Banner

News

Warakirri Diversified Agriculture Fund Commences Fund Raising for New Citrus Asset

September 2024

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Global Emerging Markets - Themes that have our attention Global Emerging Markets - Themes that have our attention

Emerging Markets

Themes that have our attention

August 2024

Northcape Capital examines the current themes that have their attention in Emerging Markets and where they see the risks and opportunities for the asset class looking ahead.

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Warakirri Ethical Australian Equities Fund nominated in the Fund Manager of the Year Awards 2024. Warakirri Ethical Australian Equities Fund nominated in the Fund Manager of the Year Awards 2024.

News

Warakirri a finalist in the 2024 Fund Manager of the Year Awards

August 2024

The Warakirri Ethical Austalian Equities Fund has been nominated in the Responsible Investments (ESG) category.

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Australian Equities - 2024 Year in Review Banner Australian Equities - 2024 Year in Review Banner

Australian Equities

Year In Review 2024

August 2024

Our expert partner, Northcape Capital, reflects on the last financial year and shares their observations on the key themes driving markets.

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Global Emerging Markets Mid-Year Outlook - Warakirri Asset Management Global Emerging Markets Mid-Year Outlook - Warakirri Asset Management

Emerging Markets

Video: Emerging Markets Equities 2024 Mid-Year Outlook

June 2024

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Peiting Liang - Australian Equities 2024 Mid-Year Outlook - Portrait Peiting Liang - Australian Equities 2024 Mid-Year Outlook

Australian Equities

Video: Australian Equities 2024 Mid-Year Outlook

June 2024

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Steve Jarrott - Australian Agriculture 2024 Mid-Year Outlook - Portrait Steve Jarrott - Australian Agriculture 2024 Mid-Year Outlook

Agriculture

Video: Australian Agriculture 2024 Mid-Year Outlook

June 2024

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Wendy Herringer - Global Equities 2024 Mid-Year Outlook - Portrait Wendy Herringer - Global Equities 2024 Mid-Year Outlook

Global Equities

Video: Global Equities 2024 Mid-Year Outlook

June 2024

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Australian Equities

Video: Australian Small Companies 2024 Mid-Year Outlook

June 2024

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Flinders Emerging Companies Fund Flinders Emerging Companies Fund

Fund Updates

Flinders Emerging Companies Fund - Removal from mFund service

June 2024

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China - Least Preferred Sovereign China - Least Preferred Sovereign

Emerging Markets

China – no change to the investment-led growth model

June 2024

China remains a “Least Preferred” sovereign for our Emerging Markets specialist investment partner, Northcape Capital.

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Currency for Institutional Investors Currency for Institutional Investors

Currency Management

Currency for Institutional Investors guide

June 2024

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Warakirri Global Emerging Markets Fund Banner Warakirri Global Emerging Markets Fund Banner

Emerging Markets

Emerging Markets: A Retake on the Merits

May 2024

Equity markets have exhibited significant volatility since mid-2023, however we continue to be enthused by the investment opportunities of EM.

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Australian Equities - AI - Data Centre Australian Equities - AI - Data Centre

Australian Equities

Data Centre Demand – Byte-ing off more than it can chew?

May 2024

There has been a lot of excitement about the impact of AI, what is less appreciated is the potential for significant supply constraints from power availability.

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Can GLP-1s solve the world’s obesity problem Can GLP-1s solve the world’s obesity problem

Global Equities

Can GLP-1s solve the world’s obesity problem?

May 2024

Our expert partner delves into the obesity crisis, the advantages and hurdles of this new therapeutic approach and how investors can capitalise on the opportunity.

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Lonsec Recommended Logo

News

Lonsec upgrades rating for Warakirri Global Emerging Markets Fund

May 2024

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News

Warakirri recognised at the Agri Investor 2023 Global Awards

April 2024

After winning the Asia-Pacfic Fund Manager of the Year at the 2022 Agri Investor Awards, Warakirri has again been recognised at the 2023 Awards.

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Netwealth Portfolio Construction Podcast - Warakirri Global Emerging Markets Fund Netwealth Portfolio Construction Podcast Banner - Warakirri Global Emerging Markets Fund

Emerging Markets

Podcast - Finding investment opportunities in emerging markets

April 2024

For some, emerging markets remain one of the most mispriced asset classes globally, providing ample opportunities for outperformance, but it is important to properly evaluate the risks before investing.

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Warakirri Agriculture Warakirri Agriculture

Agriculture

Time to consider an investment in Australian Agriculture?

March 2024

There are compelling reasons for investors to consider some agricultural exposure as part of a well-diversified investment portfolio.

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Global Emerging Markets - Where to next? Global Emerging Markets - Where to next?

Emerging Markets

Video: Emerging Markets - Where to next?

March 2024

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Fund Updates

Warakirri funds - fees update

March 2024

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Global Emerging Markets - Finding opportunities in the right markets Global Emerging Markets - Finding opportunities in the right markets

Emerging Markets

Video: Emerging Markets - Finding opportunities in the right markets

March 2024

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Prospects for India and China couldn’t be more different - Warakirri Global Emerging Markets Prospects for India and China couldn’t be more different - Warakirri Global Emerging Markets

Emerging Markets

Podcast - Prospects for India and China couldn’t be more different

March 2024

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Australian Equities - GLP-1s A Weighty Debate Australian Equities - GLP-1s A Weighty Debate

Australian Equities

Australian Equities: GLP-1s A Weighty Debate

February 2024

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Conditions ripe for Emerging Markets outperformance in 2024 Conditions ripe for Emerging Markets outperformance in 2024

Emerging Markets

Podcast - Conditions ripe for EM outperformance in 2024

February 2024

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Warakirri Concentrated Australian Equities Fund Warakirri Concentrated Australian Equities Fund

Fund Updates

Warakirri funds – Update to Additional Information Booklet

February 2024

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Australian Equities

Video: Flinders Investment Partners - Our Approach to Australian Small Companies Investing

January 2024

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Nikki Jordan - Head of Sustainability - Warakirri Asset Management Warakirri Asset Management Logo

News

Warakirri Appoints Head of Sustainability

January 2024

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Global Equities

2024 Global Equities Outlook

January 2024

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Ross Cameron - Portfolio Manager Global Emerging Markets - Northcape Capital Ross Cameron - Portfolio Manager Global Emerging Markets - Northcape Capital

Emerging Markets

Video: Emerging Markets 2024 Market Outlook

January 2024

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Made in USA Made in USA

Emerging Markets

Investing in the US industrial renaissance

January 2024

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Paul Parsons - Australian Equities Portfolio Manager - Northcape Capital Paul Parsons - Australian Equities Portfolio Manager - Northcape Capital

Australian Equities

Video: Australian Equities 2024 Market Outlook

December 2023

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Richard Macdougall - Flinders Investment Partners Richard Macdougall - Flinders Investment Partners

Australian Equities

Video: Australian Small Companies 2024 Market Outlook

December 2023

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FX Focus Joe Hoffman, Mesirow Currency Management FX Focus Joe Hoffman, Mesirow Currency Management

Currency Management

FX Focus: Joe Hoffman, Mesirow Currency Management

December 2023

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Small-cap shares set to soar - Flinders Emerging Companies Fund Small-cap shares set to soar - Flinders Emerging Companies Fund

News

Small-cap shares set to soar: Flinders

November 2023

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Global Equities

Video: Global Equities 2024 Market Outlook

November 2023

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Australian Equities - A “Quality” Approach to Investing Australian Equities - A “Quality” Approach to Investing

Australian Equities

Video: Australian Equities - A “Quality” Approach to Investing

November 2023

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Mesirow Currency: Is the US dollar Argentina’s new currency Mesirow Currency: Is the US dollar Argentina’s new currency

Currency Management

Is the US dollar Argentina’s new currency?

November 2023

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Amadeus Vineyard - Warakirri Diversified Agriculture Fund Amadeus Vineyard - Warakirri Diversified Agriculture Fund

News

Warakirri Diversified Agriculture Fund Adds Two New Assets

November 2023

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Big rural investors chase sustainable returns as cropping shines - Warakirri Asset Management Big rural investors chase sustainable returns as cropping shines - Warakirri Asset Management

News

Big rural investors chase sustainable returns as cropping shines

November 2023

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Rocks stacked on a beach with water in the background. Two small companies positioned for above average returns - Flinders Emerging Companies Fund. Rocks stacked on a beach with water in the background. Two small companies positioned for above average returns - Flinders Emerging Companies Fund.

Australian Equities

Two small companies positioned for above average returns

October 2023

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Ross Cameron, Portfolio Manager Global Emerging Markets from Northcape Capital on Ausbiz Ross Cameron, Portfolio Manager Global Emerging Markets from Northcape Capital on Ausbiz

Emerging Markets

Video: Ausbiz - Top Emerging Markets for Stock Pickers

October 2023

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Assessing the timeline for Emerging Market central bank rate cuts Assessing the timeline for Emerging Market central bank rate cuts

Emerging Markets

Assessing the timeline for Emerging Market central bank rate cuts

October 2023

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A display of colourful crockery. Emerging Markets - A Letter from Mexico. A display of colourful crockery. Emerging Markets - A Letter from Mexico.

Emerging Markets

A Letter from Mexico

October 2023

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Australian Equities - Opportunities in a Volatile Market Australian Equities - Opportunities in a Volatile Market

Australian Equities

Opportunities in a Volatile Market

October 2023

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Colourful buildings in Monterrey, Mexico where the Global Emerging Markets team from Northcape Capital recently visited. Colourful buildings in Monterrey, Mexico where the Global Emerging Markets team from Northcape Capital recently visited.

Emerging Markets

Mexico "Nearshoring": A Focus on Femsa

September 2023

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Agriculture

Video: A Rare Opportunity for Institutional Investors to Access Australian Agriculture

September 2023

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Warakirri Ethical Global Equities Fund Warakirri Ethical Global Equities Fund

Fund Updates

Warakirri Ethical funds – Update to Additional Information Booklet

September 2023

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Warakirri certified to Leading Harvest Farmland Standard Warakirri certified to Leading Harvest Farmland Standard

News

Warakirri certified to Leading Harvest Farmland Standard

September 2023

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2023 Zenith Fund Awards - Finalist Logo 2023 Zenith Fund Awards - Finalist Logo

News

Warakirri nominated as a finalist at the 2023 Zenith Fund Awards

September 2023

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Artificial Intelligence Artificial Intelligence

Global Equities

AI – Sizing the market opportunity?

September 2023

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Warakirri Agriculture - A 5,000 ha canola crop – the result of our sustainable farming system – surrounded by one of our on farm research trial sites where we test and ensure our sustainable land management practices keep evolving. Warakirri Agriculture - A 5,000 ha canola crop – the result of our sustainable farming system – surrounded by one of our on farm research trial sites where we test and ensure our sustainable land management practices keep evolving.

News

Returns from agriculture a perfect storm of demographics, demand

September 2023

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Climate Active - Carbon Neutral Certification Logo with nature background Climate Active - Carbon Neutral Certification Logo with nature background

News

Warakirri reaffirmed Carbon Neutral

September 2023

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News

Zenith reaffirms “Recommended” rating for Warakirri's Australian Equities Funds

August 2023

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Quantifying the Impact of Artificial Intelligence 'AI' on Emerging Markets Quantifying the Impact of Artificial Intelligence 'AI' on Emerging Markets

Emerging Markets

Quantifying the Impact of AI on Emerging Markets

August 2023

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Downtown Taipei where the Global Emerging Markets team visited as part of their research trip to South Korea and Taiwan. Downtown Taipei where the Global Emerging Markets team visited as part of their research trip to South Korea and Taiwan.

Emerging Markets

Video: EM Research Trip - South Korea and Taiwan

July 2023

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Australian Equities Investment Themes Image showing themes observed across the FY2023 year. Australian Equities Investment Themes Image showing themes observed across the FY2023 year.

Australian Equities

Australian Equities - Investment Themes Observed

July 2023

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Ross Cameron - Global Emerging Markets Portfolio Manager - Northcape Capital Ross Cameron - Global Emerging Markets Portfolio Manager - Northcape Capital

Emerging Markets

Video: Global Emerging Markets Outlook - 2H 2023

June 2023

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Emerging Markets

Emerging Markets: India – A profile of Narendra Modi

June 2023

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Warakirri Global Emerging Markets Fund Image

Emerging Markets

Video: Why Emerging Markets?

June 2023

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Wendy Herringer - Global Equities Portfolio Manager - Northcape Capital Wendy Herringer - Global Equities Portfolio Manager - Northcape Capital

Global Equities

Video: Global Equities Market Outlook - 2H 2023

June 2023

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Richard Maynier - Australian Equities Portfolio Manager - Northcape Capital Richard Maynier - Australian Equities Portfolio Manager - Northcape Capital

Australian Equities

Video: Australian Equities Market Outlook - 2H 2023

June 2023

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Craig McCourtie, Portfolio Manager Australian Equities with Northcape Capital on Portfolio Construction Forum Craig McCourtie, Portfolio Manager Australian Equities with Northcape Capital on Portfolio Construction Forum

Australian Equities

Video: Focus on quality companies for superior risk-adjusted returns

June 2023

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Andrew Mouchacca, Portfolio Manager Flinders Investment Partners on Portfolio Construction Forum Andrew Mouchacca, Portfolio Manager Flinders Investment Partners on Portfolio Construction Forum

Australian Equities

Video: Actively managed small caps is a core portfolio holding

June 2023

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Euros - Mesirow Currency Management Euros - Mesirow Currency Management

Currency Management

Shielding your investment: The power of active currency hedging

June 2023

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Australian Equities: The Return of Profitable Tech. Image: A motherboard circuit Australian Equities: The Return of Profitable Tech. Image: A motherboard circuit

Australian Equities

Australian Equities: The Return of Profitable Tech

June 2023

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A cityscape in South Africa - Our specialist Emerging Markets investment partner, Northcape Capital, recently revisited South Africa for a research trip. A cityscape in South Africa - Our specialist Emerging Markets investment partner, Northcape Capital, recently revisited South Africa for a research trip.

Emerging Markets

Emerging Markets: South Africa – A Cautious Stance

May 2023

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News

Warakirri Diversified Agriculture Fund surpasses $100m with acquisition of a large-scale almond orchard

May 2023

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Performance chart - Podcast - Dollar-dependent Emerging Markets face biggest economic hurdles Performance chart - Podcast - Dollar-dependent Emerging Markets face biggest economic hurdles

Emerging Markets

Podcast - Dollar-dependent EMs face biggest economic hurdles

May 2023

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News

Warakirri recognised at the Agri Investor 2022 Global Awards

April 2023

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Close up view of an agriculture crop - Warakirri Agriculture Announces Several New Appointments Close up view of an agriculture crop - Warakirri Agriculture Announces Several New Appointments

News

Warakirri Agriculture Announces Several New Appointments

April 2023

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News

Warakirri commits to Leading Harvest Australian Sustainability Assurance Program

March 2023

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Green Rooftop - Emerging Markets: A Focus on Carbon Intensity Green Rooftop - Emerging Markets: A Focus on Carbon Intensity

Emerging Markets

Emerging Markets: A Focus on Carbon Intensity

March 2023

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Joe Hoffman - CEO - Mesirow Currency Management Joe Hoffman - CEO - Mesirow Currency Management

Currency Management

Video: Managing Currency Risk

February 2023

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Chile Mining Sector - Australian Equities Research Trip. Image: Copper coils Chile Mining Sector - Australian Equities Research Trip. Image: Copper coils

Australian Equities

Chile Mining Sector - Australian Equities Research Trip

January 2023

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News

Warakirri Nominated as a finalist for Agri Investor 2022 Global Awards

January 2023

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Northcape Capital, recently spent two weeks on the road in South Korea and Japan with a focus on electric vehicle (EV) and battery supply chains. Pictured here is an EV being charged. Northcape Capital, recently spent two weeks on the road in South Korea and Japan with a focus on electric vehicle (EV) and battery supply chains. Pictured here is an EV being charged.

Emerging Markets

South Korea and the Clean Energy Battery Sector

January 2023

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Flinders Emerging Companies Fund - Small Companies Flinders Emerging Companies Fund - Small Companies

Australian Equities

Australian Small Companies Market Outlook 2023

December 2022

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Emerging Markets

Global Emerging Markets Outlook 2023

December 2022

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Warakirri Ethical Global Equities Fund Warakirri Ethical Global Equities Fund

Global Equities

Global Equities Market Outlook 2023

December 2022

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Warakirri Concentrated Australian Equities Fund Warakirri Concentrated Australian Equities Fund

Australian Equities

Australian Equities Market Outlook 2023

December 2022

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Pictured is Coldridge Vineyard in South Austalia, an investment in the Warakirri Farmland Fund. Pictured is Coldridge Vineyard in South Austalia, an investment in the Warakirri Farmland Fund.

News

Warakirri Farmland Fund Acquires Two Large Scale Vineyards

December 2022

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Steven Carew - Head of Multi-Boutique Platform - Warakirri Asset Management Warakirri Asset Management Logo

News

Warakirri Appoints Head of Multi Boutique Platform

November 2022

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Northcape Capital disuss the implications of China’s Party Congress and Xi Jinping’s 3rd Term. Photo: Aerial view of Shanghai in China Northcape Capital disuss the implications of China’s Party Congress and Xi Jinping’s 3rd Term. Photo: Aerial view of Shanghai in China

Emerging Markets

Implications of China’s Party Congress and Xi Jinping’s 3rd Term

November 2022

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Emerging Markets

Research Roundtable: Warakirri Global Emerging Markets Fund

November 2022

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Portfolio Construction Forum Logo Portfolio Construction Forum Logo

Agriculture

Research Roundtable: Warakirri Diversified Agriculture Fund

November 2022

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Golden Gate Bridge in San Francisco, where the Northcape Global Equities team recently visited on a US Resarch trip. Golden Gate Bridge in San Francisco, where the Northcape Global Equities team recently visited on a US Resarch trip.

Global Equities

Waiting for Godot? Research Trip to the US

October 2022

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A temple in indonesia. Indonesia is one of the Northcape Capital Global Emerging Markets teams key exposures. A temple in indonesia. Indonesia is one of the Northcape Capital Global Emerging Markets teams key exposures.

Emerging Markets

Why Indonesia remains one of our key EM exposures

October 2022

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Steve Jarrot, Portfolio Manager Diversified Agriculture records a video Steve Jarrot, Portfolio Manager Diversified Agriculture records a video

Agriculture

Video: Warakirri Diversified Agriculture Fund - A Core Agricultural Investment Strategy

October 2022

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News

Lonsec upgrades rating for Warakirri's Australian Equities Funds

October 2022

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Warakirri Diversified Agriculture Fund Warakirri Diversified Agriculture Fund

News

Agriculture - A Powerful Inflation Hedge

September 2022

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Why Global Emerging Markets? Why India? Why Global Emerging Markets? Why India?

Emerging Markets

Video: Why Emerging Markets? Why India?

September 2022

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News

2022 Key Investment Themes

August 2022

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Douglas Ayton, Portfolio Manager Global Emerging Markets at Northcape Capital Douglas Ayton, Portfolio Manager Global Emerging Markets at Northcape Capital

Emerging Markets

Video: Global Emerging Markets Update

August 2022

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Paul Parsons, Australian Equities Portfolio Manager - Northcape Capital Paul Parsons, Australian Equities Portfolio Manager - Northcape Capital

Australian Equities

Video: Australian Equities - Market Outlook

August 2022

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Image of the Taj Mahal in India. The Global Emerging Markets team recently visisted India on a research trip and explain why it tops their Sovereign assessment Image of the Taj Mahal in India. The Global Emerging Markets team recently visisted India on a research trip and explain why it tops their Sovereign assessment

Emerging Markets

EM Research Trip: Why India tops our Sovereign EM assessment

August 2022

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Image of United States flag - the Northcape Capital Global Equities team recently visited the United States on a reseach trip. Image of United States flag - the Northcape Capital Global Equities team recently visited the United States on a reseach trip.

Global Equities

Postcard from the US

July 2022

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Warren Lee - Non-Executive Director - Warakirri Asset Management Warren Lee - Non-Executive Director - Warakirri Asset Management

News

Warakirri Appoints Non-Executive Director to Board

July 2022

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Australian Small Caps – Time to consider an allocation? Photo: Aerial city view at night Australian Small Caps – Time to consider an allocation? Photo: Aerial city view at night

Australian Equities

Small Caps – Time to consider an allocation?

June 2022

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A Quintessential Emerging Markets Investment - HDFC Life. Image: A close up of a flower on a hand. A Quintessential Emerging Markets Investment - HDFC Life. Image: A close up of a flower on a hand.

Emerging Markets

A Quintessential EM Investment - HDFC Life

June 2022

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Harvesting at Drinan Farms, one of the Warakirri Diversified Agriculture Fund's assets. Harvesting at Drinan Farms, one of the Warakirri Diversified Agriculture Fund's assets.

News

Warakirri Diversified Agriculture Fund wins award for Product Launch of the Year

June 2022

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Agriculture

Podcast: Agriculture as a Resilient Asset Class

June 2022

Steve Jarrott, Portfolio Manager Diversified Agriculture shares his views about agriculture against the backdrop of inflation, shifting global economies and climate change.

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Currency Management

Mesirow Named Currency Manager of the Year - 3rd Year in a Row

May 2022

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Limiting downside risks in Emerging Markets - a case study in the importance of ESG. Photo: Road in Taiwan through the mountains Limiting downside risks in Emerging Markets - a case study in the importance of ESG. Photo: Road in Taiwan through the mountains

Emerging Markets

Limiting downside risks in Emerging Markets - a case study in the importance of ESG

May 2022

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Flinders Emerging Companies Fund Flinders Emerging Companies Fund

Fund Updates

Flinders Emerging Companies Fund - Update to Investment Guidelines

May 2022

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Australian Equities

The Election, Inflation and Interest Rates – What Does it Mean for Australian Equities?

May 2022

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Aerial view of Aerial view of

News

Warakirri Diversified Agriculture Fund Acquires “Chromy Estate” Vineyard and Winery

May 2022

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Fleur Wright, Portfolio Manager Global Equities, Northcape Capital Fleur Wright, Portfolio Manager Global Equities, Northcape Capital

Global Equities

Global Equities: Risk and Opportunities in an Uncertain Market

April 2022

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Cows grazing on a dairy farm in Australia - Warakirri Asset Management Cows grazing on a dairy farm in Australia - Warakirri Asset Management

News

Aurora Dairies honoured at 2021 WorkSafe Awards

April 2022

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South Korea and India Flags in puzzle - Podcast, Why Emerging Markets looks good post Covid South Korea and India Flags in puzzle - Podcast, Why Emerging Markets looks good post Covid

News

Podcast - Why EM looks good post Covid

April 2022

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Shanghai, China - Oriental Pearl Tower. Why Northcape has no interest in Emerging Market’s largest player. Shanghai, China - Oriental Pearl Tower. Why Northcape has no interest in Emerging Market’s largest player.

News

Why Northcape has no interest in EM’s largest player

April 2022

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Image of a Montague farm. Montague is one of Warakirri Farmland Fund's high quality tennant partners. Image of a Montague farm. Montague is one of Warakirri Farmland Fund's high quality tennant partners.

News

Warakirri Farmland Fund Acquires First Assets

April 2022

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US Dollars - Time to think differently about your currency hedging program? US Dollars - Time to think differently about your currency hedging program?

Currency Management

Time to think differently about your currency hedging program?

March 2022

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Aeria view of Kyiv, Ukraine - Russia decided to “fully” invade the Ukraine on 25 February. Aeria view of Kyiv, Ukraine - Russia decided to “fully” invade the Ukraine on 25 February.

Emerging Markets

Russia: Why we are not there

March 2022

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Green Rice Field - Global Emerging Markets Outlook - A Focus on Valuation Green Rice Field - Global Emerging Markets Outlook - A Focus on Valuation

Emerging Markets

Emerging Markets Outlook - A Focus on Valuation

March 2022

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News

Zenith maintains “Recommended” rating for the Flinders Emerging Companies Fund

March 2022

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Global Equities

Web 3.0 and the Metaverse

February 2022

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News

Warakirri nominated for Agri Investor 2021 Global Awards

February 2022

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News

Warakirri Partners with Leading Harvest to Advance Universal Agriculture Sustainability Standard

February 2022

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Australian Equities

Small Caps - A Look at IPO Activity in 2021

January 2022

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Agriculture

Podcast: The Future of the Ag Sector

December 2021

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Emerging Markets

Assessing Climate Risks for Emerging Markets

December 2021

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News

Zenith Upgrades Warakirri Diversified Agriculture Fund

December 2021

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Warakirri's sums show how scale pays

November 2021

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China real estate troubles are sign of strength, not weakness

October 2021

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Warakirri Asset Management Certified Carbon Neutral

October 2021

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Australian Equities

Actively Managed Small Caps are a Core Portfolio Holding

October 2021

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Agriculture

Working the land for your members - ASI 2021 Conference

October 2021

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Lonsec maintains "Recommended" rating for the Flinders Emerging Companies Fund

October 2021

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Currency Management

ESG Portfolios and the Inclusion of Currency Alpha

October 2021

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Emerging Markets

EM - Stock in Focus - Techtronic Industries

September 2021

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Australian Equities

Australian Equities - Investment Themes and Sector Outlook

August 2021

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Emerging Markets

China Governance and Regulatory Risks to the Fore

August 2021

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Currency Management

YFYS - The Impact of Unintended Currency Exposure

August 2021

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Agriculture

Making the Case for Australian Agriculture

July 2021

Adrian Goonan, Head of Cropping and Diversified Agriculture, recently presented at the GlobalAg Investing Conference on the topic of “Making the Case for Australian Agriculture”.

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Emerging Markets

Global Emerging Markets Outlook

July 2021

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Australian Equities

Australian Equities Outlook

July 2021

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Global Equities

Global Equities Outlook

July 2021

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Emerging Markets

5 Emerging Market Companies We Like

July 2021

Identifying well capitalised, tightly managed, high quality emerging market companies with good corporate governance at attractive prices will remain key as we move forward.

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News

Zenith rates Warakirri’s Australian Equities Funds "Recommended"

July 2021

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Emerging Markets

Approach to investing in Emerging Markets

June 2021

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Australian Equities

Approach to investing in Australian Equities

June 2021

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Global Equities

Approach to investing in Global Equities

June 2021

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News

Mesirow Named Currency Manager of the Year

June 2021

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Australian Equities

ESG and Investing in Small Caps

June 2021

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Market Updates

Global Emerging Markets Update - May 2021

June 2021

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Market Updates

Global Equities - Market Update - May 2021

June 2021

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Market Updates

Australian Equities Market Update - May 2021

June 2021

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News

Meeting long-term goals with EMs

June 2021

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News

Warakirri Diversified Agriculture Fund Reaches $50m Milestone

May 2021

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News

Should you be worried about inflation?

May 2021

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Emerging Markets

India COVID-19 Challenges and Opportunities

May 2021

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Market Updates

Global Equities - Market Update - April 2021

May 2021

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Market Updates

Global Emerging Markets Update - April 2021

May 2021

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Market Updates

Australian Equities - Market Update - April 2021

May 2021

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News

Warakirri Launches Institutional Farmland Fund

April 2021

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Market Updates

Australian Equities - Market Update - March 2021

April 2021

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Global Equities

Global Equities - Market Update - March 2021

April 2021

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News

Warakirri spreads its ‘boutique’ strategies

April 2021

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Market Updates

Global Emerging Markets Update - March 2021

April 2021

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News

Tailwinds offer emerging markets growth momentum

March 2021

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Market Updates

Global Equities - Market Update - February 2021

March 2021

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Market Updates

Australian Equities Market Update - February 2021

March 2021

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Market Updates

Global Emerging Markets Update - February 2021

March 2021

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News

Opportunities in a Changed Emerging Markets Universe

February 2021

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Fund Updates

Flinders Emerging Companies Fund - Change of Responsible Entity

February 2021

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Emerging Markets

Emerging Market Equities - Poised for a Post-COVID Comeback

February 2021

In our latest topic paper, we explore some of the emerging markets our investment team believe present attractive opportunities.

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Market Updates

Global Emerging Markets Update - January 2021

February 2021

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Market Updates

Global Equities - Market Update - January 2021

February 2021

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Market Updates

Australian Equities Market Update - January 2021

February 2021

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Currency Management

2021 Currency Outlook

February 2021

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Emerging Markets

What's going on in Brazil?

January 2021

We explore the economic outlook in Brazil, the second largest economy in Latin America, and suffering the third largest coronavirus outbreak globally.

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Market Updates

Global Emerging Markets Update - December 2020

January 2021

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Market Updates

Australian Equities - Market Update - December 2020

January 2021

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Market Updates

Global Equities - Market Update - December 2020

January 2021

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Market Updates

Global Equities – Market Update & Outlook for 2021

December 2020

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Market Updates

Australian Equities – Market Update & Outlook for 2021

December 2020

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Market Updates

Global Emerging Markets – Market Update & Outlook for 2021

December 2020

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Market Updates

Global Emerging Markets Update - November 2020

December 2020

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After Tax Analytics - Warakirri Asset Management

Market Updates

Global Equities - Market Update - November 2020

December 2020

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Market Updates

Australian Equities - Market Update - November 2020

December 2020

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Emerging Markets

US Election Implications: What it means for Emerging Markets

November 2020

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Market Updates

Global Emerging Markets Update - October 2020

November 2020

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Market Updates

Australian Equities - Market Update - October 2020

November 2020

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Market Updates

Global Equities - Market Update - October 2020

November 2020

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Global Equities

US Election update: "It ain't over 'til it's over"

November 2020

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Agriculture

Foundation Assets for Warakirri Diversified Agriculture Fund

October 2020

Deals secured with long-term Tenant Partnerships across three fresh produce sector leaders.

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Market Updates

Global Emerging Markets Update - September 2020

October 2020

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Market Updates

Australian Equities - Market Update - September 2020

October 2020

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Market Updates

Global Equities - Market Update - September 2020

October 2020

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News

Zenith rates Warakirri Global Emerging Markets Fund "Recommended"

September 2020

"A well-managed (fund) by an experienced investment team adopting a differentiated investment approach".

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Currency Management

Currency solutions Q&A: Fiduciary FX in-depth

September 2020

An overview of the Mesirow Financial Currency Management Fiduciary FX trading service.

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Currency Management

Emerging market currency risk for Australian investors

September 2020

Currency risk management associated with an emerging market international equity portfolio from the perspective of an Australian dollar-based investor.

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Emerging Markets

The Long-term Implications of COVID-19 for Emerging Markets

September 2020

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Market Updates

Global Emerging Markets Update - August 2020

September 2020

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Currency Management

Managing Emerging Market Currency Risk

September 2020

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Market Updates

Australian Equities - Market Update - August 2020

September 2020

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Market Updates

Global Equities - Market Update - August 2020

September 2020

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Emerging Markets

Emerging Markets - Stock in Focus

August 2020

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News

Warakirri partners with Flinders Investment Partners

July 2020

Warakirri Asset Management Limited (Warakirri) has entered a strategic partnership with Flinders Investment Partners Pty Limited (Flinders).

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News

One EM fund makes a return

June 2020

Last week marked the 19th consecutive week of outflows for emerging market equity funds globally.

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Agriculture

Agriculture Investment Education Series - Part 3

June 2020

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Agriculture

Agriculture Investment Education Series - Part 2

June 2020

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Agriculture

Agriculture Investment Education Series - Part 1

June 2020

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News

Warakirri continues business expansion with new appointment – opening Sydney office

June 2020

Warakirri has appointed Scott Curtis to its retail distribution team as Business Development Manager.

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News

Warakirri announces strategic partnership with Northcape Capital

April 2020

Northcape and Warakirri have entered into a strategic partnership.

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News

Industry Moves - Q&A with Warakirri's Head of Marketing and Product

March 2020

Q&A with Warakirri's Head of Marketing and Product.

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