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WATCH: Investor Webinar - March 2024
20 March 2024
The Totus investment team provide an update on the Totus Alpha Strategy’s performance, how they see market conditions affecting equity valuations, resultant portfolio themes and where they are finding attractive long and short opportunities.
AFR: Totus takes profit on Qantas short bet
14 September 2023
Totus Capital says it has successfully shorted Qantas shares and that the airline, which is facing allegations it sold thousands of tickets on flights that had already been cancelled, had a “sniff of AMP” to it.
WATCH: Investor Webinar - Sept 2023
14 September 2023
The investment team discuss recent performance, portfolio positioning around key themes, and share their observations from the recent corporate earnings season.
AFR Weekend: Meet the 11 rising stars from fund management’s ambitious next gen
15 July 2023
Tim Warner, co-Portfolio Manager, features as one of the 11 rising stars of next generation fund managers.
Livewire: Domino's Pizza: Another way to slice it.
14 July 2023
Investment Analyst, Jack Cherry, highlights a compelling relative value opportunity when analysing Domino's UK vs Domino's Australia
AFR: Short-sellers reveal their red flags
27 April 2023
Ben McGarry participated in a panel at The Australian Financial Review Alpha Live conference in Sydney on 27 April, 2023.
WATCH: Investor Webinar - March 2023
23 March 2023
The investment team discuss the Totus Alpha Strategy’s performance, portfolio positioning around key themes, and share their observations from the recent corporate earnings season.
AFR: Monday Fundie - Ben McGarry
6 March 2023
Why this home-grown hedge fund is shorting the banks (and Tesla)
Livewire: Buy Hold Sell: 3 stocks with ultra-low PEs
17 February 2023
Totus Capital's Ben McGarry analyses three low PE stocks and each name a popular stock facing headwinds.
Livewire: 5 high conviction calls from 2022's top-performing managers
13 February 2023
Ben McGarry featuresd in the latest Buy Sell Hold episode on Livewire. Here he summarises the performance drivers of the past year, and offers some of Totus Capital's high conviction (long and short) stock picks.
Livewire: Buy Hold Sell: 5 stocks for the run in resources
10 February 2023
In this episode, Totus Capital's Ben McGarry analyse five topical resource names right now.
AFR: These market-beating fundies see boom times for oil and gas
23 January 2023
The Totus Alpha Strategy topped the global equity funds category for the 12 months ending 31 December 2022 (source: Morningstar Australia database).
Zenith Research Rating - Totus Alpha Long Short Fund
21 November 2022
Zenith Investment Partners has initiated coverage of the Totus Alpha Long Short Fund with a ‘Recommended’ rating.
WATCH: Investor Webinar - September 2022
7 September 2022
Portfolio Managers, Ben McGarry and Tim Warner, provide an update on recent performance and our take on reporting season, inflation, earnings outlook and equity valuations.
AFR: Short sellers come in from the cold
18 July 2022
How Australia’s top short sellers came in from the cold.
Livewire: A proven approach for good times and bad
27 June 2022
Ben McGarry highlights why the ability of a manager to preserve capital and perform in down markets should be top of mind for investors currently.
Livewire Interview: Alternatives in Focus
23 June 2022
Ben McGarry on finding the best opportunities as the "everything bubble" deflates
AFR’s Fundie Q&A: The strategy behind this fundie’s Twitter short
9 June 2022
Totus Capital’s Ben McGarry explains why he’s bullish about HelloFresh, shorting Aussie retail stocks and how he’s playing the tech sell-off.
WATCH: Investor Webinar - March 2022
9 March 2022
As the Totus Alpha Strategy approaches it's 10-year anniversary, we look back on our performance vs objectives over our first decade, discuss some current themes and portfolio positions and explain why the music is playing again for high quality long short investing.
Livewire: A high quality opportunity off its highs
24 May 2021
Co-Portfolio Manager, Tim Warner, identifies an attractive, high-quality Aussie gem
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