Our guest is none other than one of Australia’s legendary stock pickers Mr David Paradice AO. The Paradice Investment Management team manage around a phenomenal $17 billion dollars. This really is an in depth, wide ranging chat with an expert in his field on everything from building a funds management business, picking stocks, his view on the markets, the importance of team, life and everything else in between.

4.03: family, growing up in Scone

10.37: trying to get a job, 87 crash

15.38: the pressure of managing others people’s money

17.59: lucky to get a job with Mercantile Mutual/ING Group loving small caps

19.34: going out on own, knock backs, risk

23.09: clients and investing, culture, the team

27.17: company visits – loving talking about stocks, what experience tells you

30.33: performance orientated, superfund clients, capacity

33.21: PM’s generalists v sector specific, discounting fees

36.12: business evolves, GFC, moving to cash or staying invested, taking the market on!

42.39: fund performance in speculative markets

44.40: US presence, move to passive v active, value & growth

46.26: receiving Order of Australia, philanthropy

48.50: business growth, shorting

51.28: current market views, Trump, Musk, China, growth, commodities, themes

57.32: commodities, threats with AI, gold, bitcoin, silver

1.01.53: importance of Future Generation Australia, Tauranga Zoo, charitable pursuits

1.06.01: health, work & life balance, trust, love of polo, teamwork, the Queen

Paradice Investment Management

This material represents only the views of David Paradice and is not intended, and may not, represent the views of Paradice Investment Management Pty Ltd (ABN 64 090 148 619, AFSL No. 224158)(Paradice) or any of its investment teams. The information is of a general nature only and was current only at the time of initial discussion.  This material (or contribution to it) is not intended to constitute advertising or advice (including legal, tax or investment advice or security recommendation) of any kind. Where this includes reference to securities, Paradice may have a relevant interest in securities mentioned therein.

Returns are not guaranteed by any person and reference to past performance is not an indicator of future performance.   You should consider your own needs and objectives and consult with a licensed financial adviser. 

The information and opinions contained herein are not necessarily all-inclusive and, as such, no representation or warranty, express or implied, is made as to the accuracy, completeness or reasonableness of any assumption contained herein and no responsibility arising for errors and omissions (including responsibility to any person by reason of negligence) is accepted by Paradice, its officers, employees or agents.