GLOBAL INVESTMENT INSIGHTS

“While the impact of A.I. on software is profound, the anxiety around A.I. has resulted in an indiscriminate sell-off. When a heterogeneous asset class is priced as one, entry valuations disconnect from asset quality, and disciplined selection becomes the primary return driver.”

- Jacob Van der Wiel is Managing Director at EQT Group, where he is responsible for originating and executing mid-market software and technology-enabled services investments in Australia and New Zealand.

At the regional level, Jacob leads coverage of the software sector and works with colleagues across Japan, Korea, Southeast Asia, and India to form an integrated sector coverage team.

Jacob will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum on Tuesday, 1 September 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

“Ultimately, diversification in a multi-manager portfolio isn't a function of how many managers you hold, but whether at least one of them has the freedom to look different when the benchmark itself could be the risk.”

- Rakesh Bordia is a Co-Portfolio Manager at Pzena Investment Management, where he is responsible for identifying deeply undervalued businesses across Emerging Markets, applying the same rigorous, bottom-up research discipline that has defined the firm since 1995. 

Rakesh will be presenting at Global Investment Institute’s upcoming Equities Investment Forum on Wednesday, 2 September 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

“High prices by themselves aren’t what signal frothy markets. Not lofty valuations, either. Instead, be on the look-out for widespread irrational behaviour people convince themselves to take. Euphoria is a kind of collective irrationality that blocks individual judgment in favour of a collective mindset.”

- Michael Hanson is Senior Vice President at Fisher Investments, where he is responsible for the development of capital markets and securities research.

Michael is also a member of Fisher Investments' five-person Investment Policy Committee (IPC). As a collective, the IPC have full discretion and accountability for all portfolio themes, security selection and portfolio construction at Fisher Investments.

Michael will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum on Tuesday, 1 September 2026 and the Equities Investment Forum on Wednesday, 2 September in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

July 2026

Global Investment Institute congratulates Chris Grogan on his appointment to the Chief Investment Officer role at legalsuper.

legalsuper is an Australian superannuation fund with ~A$6 billion in assets under management and ~43,000 members.

Chris will commence in his new role on 26 October 2026. He currently serves as Deputy Chief Investment Officer at Cambooya.

We wish Chris all the best in his new role and continued success to the team at legalsuper.

“Few investors understand that 15% of Australian farmers produce 85% of profits. These are highly productive businesses that derive compelling risk-adjusted returns. Water is the most limiting factor in Australia’s ag sector. Owning this resource represents the keys to Australia’s food and fibre production. These are not markets that will be easily disrupted or made redundant by new technologies; people have to eat.”

- Kim Morison is the Chairman and Chief Investment Officer at Argyle Capital Partners, where he is responsible for the overarching strategy of investing in water entitlements as a means to derive returns from Australia’s highest value agricultural enterprises. These investments support the development and growing productivity of regional food and fibre producers servicing domestic and export markets.

Kim spends much of his time educating prospective investors on the merits of the strategy and its valuable role in Australia’s agricultural sector.

Kim will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum on Tuesday, 1 September 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

July 2026

Global Investment Institute congratulates Brad Creighton on his appointment to the Partner and Co-CIO role at arcpoint OCIO.

arcpoint OCIO is a dedicated outsourced chief investment office that partners with wealth practices, family offices and foundations to implement a distinct investment philosophy at scale, with CIO-level decision stewardship and institutional governance, access and pricing across public and private markets.

Most recently, Brad served as Head of Asset Allocation at Mason Stevens.

We wish Brad all the best in his new role and continued success to the team at arcpoint OCIO.

“A.I. is one of the most transformative technological shifts of our time. Asia sits at the heart of this transformation. Beyond A.I., we are closely monitoring the evolution of global supply chains, rising geopolitical tensions, national security priorities and shifting trade relationships, trends which present both opportunities and risks.”

- Isaac Thong is a Portfolio Manager for Aberdeen Investments’ Emerging Markets and Asia Pacific strategies, where he focusses on building resilient, high-conviction portfolios through a disciplined, quality-led investment approach. 

Based in Singapore, a key part of Isaac's role is engaging directly with senior management teams of portfolio companies, gaining first-hand perspectives on strategy, governance and growth. These interactions, combined with on-the-ground research, help make informed investment decisions and deliver differentiated outcomes for clients.

Isaac will be presenting at Global Investment Institute’s upcoming Equities Investment Forum on Wednesday, 2 September 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

“Diversification today is not simply about holding more names or allocating across more active managers, but about avoiding unintended concentrations in the same themes, factors and governance risks that increasingly dominate benchmark returns.”

- Lewis Grant is a Senior Portfolio Manager at Federated Hermes Limited, where he is responsible for designing and implementing quantitative systems aimed at maximising risk-adjusted returns across global equity strategies.

Lewis leads the team’s research efforts to ensure the alpha generation process and risk management tools remain effective.

Lewis will be presenting at Global Investment Institute’s upcoming Equities Investment Forum on Wednesday, 2 September 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

July 2026

Frontier’s team has prepared a comprehensive overview of their recent Annual Conference including session summaries and associated presentations. This provides detailed insights for anyone who couldn’t make it, and helpful notes for those who were in attendance and would like to revisit the conversations.

On Thursday, 18 June 2026 Frontier held their Annual Conference. The day featured 13 individual sessions covering a range of topics with a diverse lineup of speakers from around the globe, across the industry and from within Frontier.

Session summaries and associated presentations and papers from the Frontier Conference 2026 can be accessed at the Annual Conference website.