Well, folks, we made it through 2022. And what a year it was. Inflation soared for the first time in decades, interest rates lifted at frightening velocity, and bonds posted their worst year in history.
Now, more than ever, expert analysis and ideas are paramount. So, as part of our Outlook Series for 2023, Livewire reached out to 15 of the country's most respected fund managers for their highest conviction ideas for the year ahead.
While last year's picks were no match for the new market regime, previous years' have performed exceptionally well. So sit back, relax and enjoy this year's best stock ideas.
Note: We would like to thank the fund managers for sharing their top stock ideas for the year ahead in the spirit of the Outlook Series. Obviously, all of the fund managers featured in this series run diversified portfolios, and do not invest solely in the stocks mentioned below. This list is not, nor is it intended to be a set of recommendations. Please do your own research and seek advice from a professional before making any investment decisions of your own. Past performance is not a reliable indicator of future returns.
This vision was filmed on the 6th and 13th of December 2022. You can read an edited transcript below.
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Timestamps:
0:00 - Intro
0:22 - Romano Sala Tenna, Katana Asset Management - Mineral Resources (ASX: MIN)
1:36 - Nick Griffin, Munro Partners - Constellation Energy Corporation (NASDAQ: CEG)
2:32 - Jun Bei Liu, Tribeca Investment Partners - Ramsay Health Care (ASX: RHC)
3:26 - Marcus Padley, Marcus Today - Latin Resources (ASX: LRS)
3:59 - Oscar Oberg, Wilson Asset Management - Estia Health (ASX: EHE)
4:50 - Robert Gregory, Glenmore Asset Management - Retail Food Group (ASX: RFG)
5:36 - Catherine Allfrey, Wavestone Capital - Domino's Pizza Enterprises (ASX: DMP)
6:32 - Dion Hershan, Yarra Capital Management - Reliance Worldwide Corporation (ASX: RWC)
7:24 - Matthew Kidman, Centennial Asset Management - Generation Development Group (ASX: GDG)
8:06 - Nick Sladen, LSN Capital Partners - Hansen Technologies (ASX: HSN)
8:48 - Mary Manning, Alphinity Investment Management - MercadoLibre (NASDAQ: MELI)
9:55 - Michael Goldberg, Collins St Asset Management - MMA Offshore (ASX: MRM)
10:37 - Andrew Clifford, Platinum Asset Management - ZTO Express (HKG: 2057)
11:04 - Anthony Aboud, Perpetual Asset Management - LGI Limited (ASX: LGI)
12:11 - Ben Clark, TMS Capital - Aristocrat Leisure (ASX: ALL)
