Thu 20th Mar 2025 - 10:30
Exploring the Megatrends Driving the Next Cycle - AI, GLP-1s, Pharma, and Tech. For all the details, please contact the Aravis Team.
Wed 18th Oct 2023 - Thu 12th Oct 2023
Q3 Update Video Now Available
Mon 16th Oct 2023
Q3 Update Call Now Available | China's Margin of Safety and More
Wed 12th Jul 2023
Watch the Spyglass US Growth Fund (UCITS) Update call
Wed 12th Jul 2023 - 16:00
Watch the FountainCap Research & Investment Q2 Update Call
Wed 19th Apr 2023 - 15:50
Watch the replay at the link above. Is Now the Time to Increase Exposure to US SMID Cap Growth Stocks?
Wed 19th Apr 2023 - 10:45
Watch the Q1 2023 at the link above.
Mon 27th Mar 2023
It is our pleasure to invite you to lunch with Jim Robillard, Founder & CIO of the Spyglass US Growth Fund (UCITS).
Wed 18th Jan 2023 - 15:50
Wacth the replay at the link above.
Wed 18th Jan 2023 - 10:45
Watch the replay at the link above.
Wed 19th Oct 2022 - 11:45
Watch the replay at the link above.
Tue 11th Oct 2022 - 15:50
Jim Robillard, Founder and CIO of Spyglass Capital Management joins Bret Wallace, Senior Research Analyst, explaining why this opportunity exists and how Spyglass intend to exploit it. Watch the replay at the link above.
Wed 28th Sep 2022 - 18:00
Watch the Highlights from yesterday's Aravis Capital Fund Forum 2022. Filmed: Wednesday, 28th September 2022.
Thu 22nd Sep 2022 - 15:00
Join us at our Aravis Capital Charity Golf Day this September. Get a team together and join us for a fun day at the award winning Bush Hill Park Golf Club.
Wed 20th Jul 2022 - 11:45
FountainCap Research & Investment continue to be confident about opportunities in China stocks considering close to record low valuations and the likelihood of positive economic surprises in the face of excessively depressed consensus expectations. Watch the replay here.
Thu 14th Jul 2022 - 15:50
Have severe drawdowns in SMID growth stocks resulted in a rich opportunity set for bottom-up, fundamental stock pickers to generate exceptional forward returns? Watch the replay here.
Wed 27th Apr 2022 - 11:45
Contemplating the Risks and Rewards of Investing in China Equities? Hugo Rogers, Aravis Capital discusses the outlook in the China equity market with Steven Luk and Frank Ding of FountainCap Research & Investment. How are they positioned to take advantage of recent market weakness? Watch the replay here.
Thu 21st Apr 2022 - 15:45
High single-digit inflation, above-trend GDP growth, and rising interest rates present a set of challenges modern investors have not faced in the last decade. There are signs we may be entering a novel market regime - one that favours stock picking and active management. Sam Wood, CFA discusses the market outlook with Samantha McLemore and Christina Siegel of Miller Value Partners. Watch the replay at the link above.
Thu 14th Apr 2022 - 15:45
Having undergone such a sharp reversal in fortunes since this time last year, is the outlook for SMID growth stocks more attractive today than it has been in a long time? Jim joined Rubeena Hossenbocus from Aravis Capital to discuss these dynamics and more in the Spyglass Q1 2022 webinar on Thursday, 14th April. Watch the replay at the link above - sous-titres en français.
Wed 26th Jan 2022 - 09:45
What are the options facing investors in an environment of rising rates, higher inflation, and a less accommodative Fed? Watch the replay at the link above.
Thu 20th Jan 2022 - 15:45
Samantha McLemore, Portfolio Manager of the Miller Opportunity UCITS Fund, and Christina Siegel, Research Analyst, joined Kit Sanford of Aravis Capital to discuss 2021 and the opportunities for contrarian value investors going into 2022. Click the link above to watch the replay.
Thu 20th Jan 2022 - 10:45
Frank Ding, Founder & CIO at FountainCap Research & Investment discusses the opportunities in China. Click the link above to watch the replay.
Wed 12th Jan 2022 - 15:45
Growth Stock Investing in a Bifurcated Market: What Next for Small/Mid-Cap Growth Stocks? Jim Robillard, Founder and CIO of Spyglass Capital Management, joins Kit Sanford of Aravis Capital to discuss the unique market environment for growth managers in 2021. Watch the replay - sous-titres en français
Thu 21st Oct 2021 - 16:00
On the Q3 call, Samanatha McLemore and Christina Siegel discuss the current market environment and names in the portfolio such as GM, UBER and TUP. Watch the replay at the link above.
Tue 19th Oct 2021 - 12:00
Frank Ding, Steven Luk at FountainCap Research & Investment discuss the poilitcal cycles in China, the energy crisis and much more. Watch the replay at the link above.
Thu 14th Oct 2021 - 16:00
Jim Robillard, Founder and CIO of Spyglass Capital Management and Denis Clohisy, Research Analyst provide the quarterly update for Q3 vs the market, exploring how the portfolio is positioned going forward in Q4. Followed by a Q&A with Rubeena Hossenbocus, Aravis Capital. Watch the replay at the link above - sous-titres en français.
Thu 26th Aug 2021 - 13:00
In this discussion with Accumulus Capital we question the role of hedge funds in investor portfolios today. After a decade of record low-interest rates and emergency central bank intervention, investor portfolios are increasingly long duration. Private markets and traditional assets have been the beneficiaries, while hedge funds have suffered from dampened volatility and a shrinking opportunity set. Is this about to change? Watch the replay at the link above.
Tue 27th Jul 2021 - 16:00
Samantha McLemore, CFA, portfolio manager, and Christina Siegel, CFA, senior research analyst at Miller Value Partners recap the performance drivers over the quarter. Watch the replay at the link above.
Thu 15th Jul 2021 - 16:00
Jim Robillard, Founder and CIO of Spyglass Capital Management and Jake Gotta, Senior Analyst provide the quarterly update and a Q&A with Kit Sanford, Aravis Capital. Watch the replay at the link above.
Wed 26th May 2021 - 15:30
Aravis Head of Research, Sam Wood, CFA, sits down with Cramer Rosenthal McGlynn Long/Short Equity managers Mimi Morris and Jason Yellin to discuss the alpha opportunities in the SMID cap space, as well as the distinctive skills of the diminished art of single stock shorting. Watch the replay at the link above.
Thu 15th Apr 2021 - 16:00
Jim Robillard, Founder and CIO of Spyglass Capital Management joins Kit Sanford of Aravis Capital to discuss the current market outlook. Watch the replay at the link above.
Thu 25th Mar 2021 - 11:00
Frank Ding, Founder & CIO and Stephen Luk, CEO of All-China fund manager FountainCap Research & Investment joined Kit Sanford of Aravis Capital, for a discussion on generating excess returns in China, the megatrends driving Chinese growth, and FountainCap’s stance on ESG. Watch the replay at the link above.
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