Craig Antonie

Magic Markets Ep174: Electrifying Stocks

Magic Markets2024-05-08T23:43:10+02:00

he electrification theme is a rare thing, as it dishes up opportunities for value and growth investors alike. Some are buying coal and others are buying renewables, yet the underlying reasons aren’t as different as you might think. People are using more electricity than ever before and growth in generative AI is just adding to the problem – or opportunity, depending on how you view the world. To unpack this theme and how they apply it to the AnBro portfolios, Craig Antonie of AnBro joined us for this discussion.

Magic Markets Ep174: Electrifying StocksMagic Markets2024-05-08T23:43:10+02:00

Magic Markets Ep137: BESI – Your New Semiconductor Bestie

Magic Markets2023-08-10T01:06:05+02:00

In episode 137 of Magic Markets, we caught up with Craig Antonie of AnBro Capital Investments to talk about chips. No, not the crunchy kind – the kind of chips that tech stocks live and die by. Craig highlighted a lesser known semiconductor company, BE Semiconductor, with the ticker BESI giving it the cute nickname “Bessie”. The company is using hybrid bonding and new technology to show that there’s excitement in chips beyond just AI.

Magic Markets Ep137: BESI – Your New Semiconductor BestieMagic Markets2023-08-10T01:06:05+02:00

Magic Markets Ep125: AnBro Stock Focus – IFF and RWAY

Magic Markets2023-05-17T19:42:11+02:00

Some interesting high dividend yield stocks are popping onto the radar. This week, we look at two companies which are interesting for different reasons, International Flavors and Fragrances ($IFF) and Runway Growth Finance ($RWAY). Listen to this episode to learn not just about $IFF and $RWAY, but about how the team at AnBro thinks about stocks on their watchlist.

Magic Markets Ep125: AnBro Stock Focus – IFF and RWAYMagic Markets2023-05-17T19:42:11+02:00

Magic Markets Ep115: Clean and Green US Stocks

Magic Markets2023-03-08T23:41:38+02:00

In this episode of Magic Markets, Craig Antonie of AnBro Capital Investments joined us to discuss a few energy opportunities in the US that the AnBro funds have positions in. There are both dividend- and growth-oriented funds available at AnBro, so there is something for (almost) everyone. The energy theme is a major driver of global markets at the moment, with a clear push towards clean and green energy (not always the same thing) and inflationary pressure in fossil fuel prices as a result. With a major regulatory move in the form of the Inflation Reduction Act of 2022, the US [...]

Magic Markets Ep115: Clean and Green US StocksMagic Markets2023-03-08T23:41:38+02:00

Magic Markets Ep107: The 2023 Outlook

Magic Markets2023-01-11T18:28:41+02:00

If you can imagine the worst possible year for anything, then you’re starting to understand what 2022 was like for investors in growth stocks. The combination of rising interest rates and inflated valuations at the start of the year meant that investors suffered drops of 30% (and more) across many of the “growth” names in the portfolio, including the world’s leading tech companies. Investing requires a longer-term lens than this and a strong stomach, although we all know that seeing these drops isn’t fun. Together with Craig Antonie of AnBro Capital Investments, we recap why 2022 was a perfect storm and [...]

Magic Markets Ep107: The 2023 OutlookMagic Markets2023-01-11T18:28:41+02:00

Magic Markets Ep101: Compounding Dividends to Grow Wealth

Magic Markets2022-11-09T21:23:32+02:00

Magic Markets listeners are familiar with the wonderful team at AnBro Capital Investments. We regularly welcome Justine Brophy and Craig Antonie to the show to talk about the growth stocks in the Unicorn portfolio. In Episode 101 of Magic Markets, there’s exciting news from the team at AnBro. Chief Investment Officer, Craig Antonie joined us to talk about the Dynamic Compound portfolio, a new investment product that brings more of a value flavour to AnBro’s toolkit. With a focus on compounders (companies that have disciplined capital allocation track records) that have proven to be resilient dividend payers, the Dynamic Compound portfolio [...]

Magic Markets Ep101: Compounding Dividends to Grow WealthMagic Markets2022-11-09T21:23:32+02:00

Magic Markets Ep92: Investing in the ‘LatAm Blackstone’

Magic Markets2022-09-07T23:09:59+02:00

The team from AnBro Capital is back, this time with Craig Antonie joining us to discuss an interesting company in the Unicorn portfolio that has nothing to do with tech. That’s right – there’s more to Unicorn than just tech companies! Patria is thought of as the Blackstone of Latin America. This asset management business plays in the alternative asset space, operating in the private equity, infrastructure, real estate and credit verticals. With a long and successful track record, Patria ticks the boxes for the Unicorn fund. Learn more about this company and the way the team at AnBro thinks about [...]

Magic Markets Ep92: Investing in the ‘LatAm Blackstone’Magic Markets2022-09-07T23:09:59+02:00

Magic Markets Ep88: Growth is for stock pickers

Magic Markets2022-08-10T22:04:25+02:00

In Episode 88 of Magic Markets, Justine Brophy of AnBro Capital Investments joined us to look back at the stocks that we talked about in Episode 80 with the AnBro team. The performance of those stocks has been strong, highlighting the importance of stock picking in a volatile and difficult market. Through this process, we get insights into AnBro’s investment process and the way that the investment team looks at these opportunities. In a world of exciting tech companies that make big promises about the future, it’s important to only invest in business models that you understand. This has been one [...]

Magic Markets Ep88: Growth is for stock pickersMagic Markets2022-08-10T22:04:25+02:00

Magic Markets Ep84: A First Half to Forget

Magic Markets2022-07-13T17:47:35+02:00

In the past six months, the markets weren’t a happy place. Whether you were in bonds or in stocks, you suffered. The bull and bear markets of 2020 - 2022 have been severe, driven by unprecedented levels of stimulus and macroeconomic volatility. In difficult times, it’s important to lift your head and (try to) shut out the noise. The team from AnBro Capital Investments has done exactly that. They have released research around the impact on different sectors of this bear market vs. the Global Financial Crisis (GFC) that marked the end of a multi-year bull market in 2007. Growth stocks [...]

Magic Markets Ep84: A First Half to ForgetMagic Markets2022-07-13T17:47:35+02:00

Magic Markets Ep80: Hot Stocks vs. Hot Air

Magic Markets2022-06-15T23:24:16+02:00

In growth investing, you’re often buying a piece of technology that has the potential to become a wonderfully profitable commercial operation. Sometimes, these businesses aren’t profitable yet. This creates a different risk profile for investors vs. value stocks, which investors look to for near-term cash flows. The investment styles are different and so the approach needs to be different. Together with the team at AnBro Capital Investments, we’ve been learning about growth investing with examples of specific stocks. We also try to unpack how the team separates hot stocks from hot air. In this episode, we briefly touch on the disaster [...]

Magic Markets Ep80: Hot Stocks vs. Hot AirMagic Markets2022-06-15T23:24:16+02:00

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