The Fundamentals Podcast 2025

In this episode, Chris Titley chats with Leo Barry, Executive Director and Portfolio Manager at Fairview Equity Partners. Leo plays a key role in managing Fairview’s Australian Small Companies Fund, which focuses on identifying high-quality growth opportunities within the small-cap sector. With extensive experience in portfolio management and a strong track record in equity markets, Leo shares ins...

In this episode, Chris Titley speaks with Dawn Kanelleas, Head of Australian Small and Mid Cap Companies at First Sentier Investors. Dawn manages a range of Small and Mid Cap portfolios and brings over 20 years of experience in the investment industry, including 15 years as a dedicated Small Companies Portfolio Manager. At First Sentier Investors, she focuses on researching and analysing Australia...

The Fundamentals Podcast 2025 – Episode 3 🎤 In this episode, Chris Titley sits down with Doug Tynan, Chief Investment Officer and co-founder of GCQ Funds Management. Founded in 2021, GCQ Funds Management specialises in delivering tailored investment strategies for wholesale clients, with a focus on long-term growth and risk management.  Tune in for a deep dive into how GCQ is navigating today’s i...

Chris Titley sits down with Michael Skinner, Managing Director and Chief Investment Officer at Blackwattle Investment Partners. Blackwattle is a new-generation Australian fund manager, established in 2023, investing in high quality Australian and global equities.  Based in Sydney, the firm's ethos centers on alignment, with all team members owning equity and investing significant personal capital...

Chris Titley sits down with Jason Orthman, Deputy Chief Investment Officer / Lead Portfolio Manager / Investment and Executive Deputy Committee Chairs / Executive Director at Hyperion Asset Management Limited. Hyperion Asset Management is an Australian boutique fund manager, established in 1996, specializing in high-conviction growth-style investments in Australian and global equities. Based in Br...