Antipodes Global Equities fund Webinar invitation

12 June 2025

Join Antipodes CIO Jacob Mitchell for a special webinar dedicated to New Zealand investors examining the major shifts in global equity markets that have unfolded so far in 2025, and the longer-term implications of waning US mega-cap exceptionalism.

Additionally, an update on Antipodes’ portfolio positioning will be provided, including:

• Key drivers of strong net outperformance in the Antipodes Global Fund (PIE) (+12.0% alpha CY-to-date) and Antipodes Global Value Fund (PIE) (+7.9% alpha CY-to-date) to 30 April 2025.
• How the team is delivering tail risk protection to protect clients against unexpected drawdowns.
• Positioning to take advantage of regional market broadening, driven by a changing fiscal impulse.
• Positioning for sector and style shifts driven by the democratisation of AI and a broad infrastructure led investment cycle.

Register here

Event location

Online

Event date/time

June 12, 2pm

Event contact information

Register here

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