Videos

IML Mid and Small Cap Funds update
Senior Portfolio Manager Simon Conn provides an update on IML's Small and Mid-Cap Funds at the 2018 IML Roadshow
Current Videos
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Small caps market update
Senior Portfolio Manager Simon Conn provides an update on the Small caps market at the 2018 IML Roadshow
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IML All Industrials Share Fund update
Portfolio Manager Michael O’Neill provides an update on the IML All Industrials Share Fund at the 2018 IML Roadshow
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IML Equity Income Fund update
Portfolio Managers Tuan Luu and Michael O’Neill provide an update on the IML Equity Income Fund
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2017 review of IML Portfolios
Anton Tagliaferro reviews the market in 2017 and IML’s portfolios.
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Issues affecting markets today
Anton Tagliaferro discusses the issues affecting markets today including; Interest rates and the end of QE, Government debt levels, Consumer debt & Excessive speculation
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IML Investment Update - MARCH 2018
Daniel Moore talks about how markets performed in the 1st quarter for 2018 and how IML portfolios performed in what was a tough month in March
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IML Investment Update - FEBRUARY 2018
Hugh Giddy discusses the global correction in February and how IML portfolios are positioned in this volatility
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Commsec Executive Series: 27 February 18
Anton speaks to CommSec’s Tom Piotrowski about the recent spate of volatility for investment markets and factors that separate the Australian and US economies.
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Identifying under-appreciated companies an inexact science
Daniel Moore talks to Morningstar about the process IML follows in managing investors' money, including asset selection, portfolio turnover and how IML identifies quality companies at the right price.
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IML Investment Update - JANUARY 2018
Anton Tagliaferro discusses the recent volatility in markets and how the IML portfolios are positioned
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IML Small Cap Update
Simon Conn discusses the current drivers in the small cap sector of the market and what that means for IML portfolios
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Part 1: Healthcare Q&A with Daniel Moore
Australia’s healthcare sector has outperformed all others over the last five years, due to strong demand from investors seeking companies with reliable earnings growth. Daniel Moore shares his insights into the sector
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IML Investment Update - DECEMBER 2017
Hugh Giddy provides and update on how markets performed over the December quarter and how IML’s performance compared. Hugh details the key contributors and how the IML portfolios are positioned moving into 2018
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IML Investment Update - NOVEMBER 2017
Anton Tagliaferro details the buys and sells for IML portfolios in November and how IML portfolios are positioned moving forward
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Livewire: The timeless tools of investing
Anton Tagliaferro speaks to James Marlay from Livewire about some of the investment principles that have been proven to be essential tools in a funds management career that has endured countless fads, trends and changes
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Switzer TV - November 2017
Is the fear of missing out the next best thing that is dragging investors away from fundamentals and towards momentum? Simon Conn discusses on Switzer TV (broadcast Monday 20 November 2017). You can also read IML's recent article on this topic.
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Livewire's Buy Hold Sell: Crown vs Star: Which is the best bet?
Anton Tagliaferro joins the panel to discuss which one he feels is the best bet alongside Alex Leyland from Leyland Asset Management, hosted by Matthew Kidman from Centennial Funds.
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Livewire's Buy Hold Sell: 5 cheap stocks
Value investors Anton Tagliaferro from Investors Mutual and Alex Leyland from Leyland Asset Management cast their eyes over a selection of stocks that on the surface look cheap. The question is have these stocks been overlooked by the market or do they appear cheap for a reason.
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IML Investment Update - OCTOBER 2017
Hugh Giddy discusses the market movements in October and how IML Portfolios performed
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Part 1: Telco Q&A with Nigel Hale
IML's Senior Equities Analyst, Nigel Hale, talks about the competitive landscape of the Telco sector, his thoughts on the NBN and the key factors investors should consider when investing in this sector.
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Anton at the Morningstar Individual Investor Conference
Anton Tagliaferro recently presented at the Morningstar Individual Investor Conference on the difference between what a long term investor looks for in an investment, and what moves the market on a daily basis. Here he discusses a couple of quality companies which he believes boast strong competitive advantages.
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Investment Update - September 2017
Hugh Giddy provides an update on the September quarter and how IML's portfolios are being positioned
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Switzer TV – September 2017
Simon Conn joins Switzer TV to talk about the recent reporting season (broadcast on Wednesday 20 September, 2017).
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Is the dream run of Australia’s Big 4 coming to an end?
IML Portfolio Manager, Michael O'Neill, describes the circumstances that produced the ‘Golden Era' for the big 4 banks, where they are now and what this means for investors.
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Investment Update - August 2017
Hugh Giddy provides an update on reporting season and how IML's portfolios performed in August
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Commsec Executive Series: 21 August 17
CommSec's Tom Piotrowski speaks with Anton Tagliaferro about the recent earnings season, including Telstra’s decision to pare back its future dividends, as well as QVE's Full-year Results.
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Investment Update - July 2017
Anton Tagliaferro shares his view on Telstra and what he expects from reporting season as well as detailing a few stocks that were impacted by weakness in the market in July.
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Investment Update - June 2017
Hugh Giddy provides an update on the global and domestic markets for the quarter and how IML Funds performed. Hugh also shares his insights on Amazon after his recent trip to the US and how he sees this affecting the retail sector in Australia.
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Switzer TV – June 2017
Simon Conn joins Switzer TV to discuss some of the small cap companies IML is following right now (broadcast on Tuesday 20 June, 2017).
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Livewire's Buy Hold Sell: 4 Small Cap financials
Marc Whittaker joins Livewire to share his view of Pioneer Credit, Steadfast, Clearview, and Freedom Insurance.
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Livewire's Buy Hold Sell Thematic: The best protection from expensive markets
Mark Whittaker joins Livewire to share IML's view of current valuations, and how we approach these
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Livewire: Buy, Hold, Sell: 4 stocks with big aspirations
Marc Whittaker joins Livewire's Buy Hold Sell episode on Australian companies operating in the software and services sector.
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Investment Update - May 2017
Anton Tagliaferro provides an update on the markets for May and highlights IML's caution on the banks and disciplined approach to utilise cash where we see good quality and value
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Switzer TV – May 2017
Anton Tagliaferro joins Switzer TV to share his views on the stock market and the companies he's watching right now (broadcast on Monday 29 May, 2017).
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Executive Series 29 May 17: QV Equities (QVE)
CommSec’s Tom Piotrowski speaks with Anton Tagliaferro about the factors influencing current market trends, as well as Ansell’s decision to sell its sexual wellness business.
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Morningstar reviews the IML Future Leaders Fund
Morningstar Australasia's Senior Analyst Michael Malseed reviews the IML Future Leaders Fund and discusses why it has received a Morningstar Bronze rating
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Investment Update - April 2017
Anton Tagliaferro provides an update on how global equity markets are behaving with all the political news in April and looks at how IML's portfolios are performing and opportunities he has found
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2017 IML Roadshow - Stock Picking as optimism rises
Hugh Giddy discusses the macro economic environment, IML's outlook and Large Cap portfolio positioning
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2017 IML Roadshow - Industrials in focus
IML's Portfolio Manager, Michael O'Neill, talks about Industrial stocks and the portfolio positioning for the IML All Industrials Share Fund that he manages alongside Anton Tagliaferro
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2017 IML Roadshow - IML’s approach to Small Caps
Senior Portfolio Manager, Simon Conn, discusses IML's approach to Small Caps
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Switzer TV – April 2017
Simon Conn joins Switzer TV to share his views on the market and on stocks that are looking good quality and value (broadcast on Wednesday 19 April, 2017).
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IML Trump Musings
Hugh Giddy comments on the recent IML "Trump Musings" article
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Investment Update - February 2017
Hugh Giddy provides an update on reporting season and a few standouts and disappointments for the IML portfolio
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Switzer TV – February 2017
With earnings season well underway, Anton Tagliaferro joins Switzer TV to share his views on what companies have reported so far (broadcast on Wednesday 15 February, 2017).
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Investment Update - January 2017
Anton Tagliaferro looks past the political noise in January and provides an update on global equity markets, how IML's portfolios are performing and his expectations for reporting season
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2016 Year in Review
Hugh Giddy talks about the main events that have influenced markets in 2016 and how IML's portfolios and the market has fared with the volatility we have seen.
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Investment Update - November 2016
Hugh Giddy talks about the effects of the US election result on markets and IML's outloook for 2017
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Switzer TV – November 2016
Simon Conn joins Switzer TV to discuss the companies he's watching right now (broadcast on Wednesday 16 November, 2016).
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Investment Update - October 2016
Hugh Giddy talks about the factors that have caused the volatility in the Australian sharemarket and how the IML portfolios performed
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Livewire ‘Buy Hold Sell’ - TLS, BHP, WOW and Banks
Anton Tagliaferro joins Livewire to share his views on the prospects for some of Australia’s largest companies alongside John Abernethy and Geoff Wilson.
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Investors Mutual Equity Income Fund
IML Investment Director Anton Tagliaferro and Senior Equities Analyst Nigel Hale provide an introduction to the IML Equity Income Fund, its investment approach and why its relevant for clients.
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Livewire ‘Buy Hold Sell’ - Where to from here?
Anton Tagliaferro joins Livewire to look at the big picture alongside John Abernethy and Geoff Wilson.
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Switzer TV – October 2016
Anton Tagliaferro joins Switzer TV to discuss a number of curveballs that could help or hurt the stock market over the next few months. (broadcast on Monday 10 October, 2016).
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Investment Update – August 2016
Anton provides an update on reporting season and how IML's portfolios performed in August
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Executive Series 2 Sep 16: QV Equities (QVE)
Anton Tagliaferro speaks with Tom Piotrowski about the results of the August reporting season, the outlook for the banks, and expectations of further US rate rises.
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Switzer TV – August 2016
Anton Tagliaferro joins Switzer TV for an update on reporting season so far (broadcast Wednesday 17 August, 2016).
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Commsec Executive Series 5 Aug 16: QV Equities (QVE)
Tom Piotrowski speaks with QV Equities (QVE) Investment Director, Anton Tagliaferro about the recent market volatility and where he sees value in the current environment.
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Investment Update – July 2016
Anton Tagliaferro reflects on the rebound in domestic markets in July & the impact of the continued global volatility on the Australian Market
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Livewire ‘Buy Hold Sell’ – The Bond Proxies
Matthew Kidman from Centennial Asset Management asks Simon Conn from Investors Mutual and David Allingham from Eley Griffiths Group for their views on three top performing ‘Bond Proxies.’
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Switzer TV – July 2016
Simon Conn joins Switzer TV to discuss his views on the current investing environment (broadcast Thursday 28 July, 2016).
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IML Investment Update June 2016
Hugh Giddy reflects on the IML 2016 Financial Year, the recent Brexit vote in Britain & the continued impact of global volatility on the Australian market.
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Switzer TV – June 2016
With concerns about Brexit taking over the market, Anton Tagliaferro joins Switzer TV to share how he is playing the market right now (broadcast on Wednesday 15 June, 2016).
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Lonsec chats to Hugh Giddy
Lukasz de Pourbaix, Chief Investment Officer for Lonsec Investment Solutions sits down with Hugh Giddy, Portfolio Manager for the Investors Mutual Concentrated Share Fund, to discuss the drivers and outcomes of the Fund.
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Investment philosophy
An introduction into IML's tried & tested investment philosophy and what it means to be a value manager.
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Why IML
Defining the key attributes of value investing and how IML achieves this
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About IML
Anton Tagliaferro and Hugh Giddy provide an introduction to IML, our history and what IML is trying to achieve for its clients.
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Investment Update – May 2016
Anton Tagliaferro discusses the RBA's interest rate cut, what sectors of the market are performing in line with our expectations and how IML's portfolios are being positioned.
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Switzer TV – May 2016
Anton Tagliaferro joins Switzer TV to share his views on the stock market and the stocks he likes
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Investment Update - April 2016
Simon Conn discusses the factors behind headline indices posting strong gains in April and how this has not affected IML's outlook
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Switzer TV – April 2016
Hugh Giddy joins Switzer TV to discuss his approach to selecting stocks
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Investment Update - March 2016
Anton Tagliaferro discusses the volatility we have seen this quarter and provides an update on reporting season
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2016 National Adviser Briefing - Hugh Giddy
Highlights of Hugh Giddy's investment update at the 2016 IML Roadshow in Sydney. Held on 17th March 2016
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Switzer TV – March 2016
Simon Conn joins Switzer TV to discuss the outlook for small companies (Broadcast Monday 21 March 2016).
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Market Musings - Sustained Sluggishness
IML's Head of Research and Senior Portfolio Manager, Hugh Giddy, provides an insight into the current state of global growth & indebtedness
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Switzer TV – February 2016
Anton Tagliaferro and Paul Rickard from the Switzer Super Report join Switzer TV to discuss the mixed results from the reporting season (Broadcast Monday 29 February 2016).
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Investment Update – January 2016
Hugh Giddy shares his insights on the market and the volatile month of January
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Switzer TV – January 2016
Hugh Giddy shares his expert insights on the stock market state of play
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Investment Update – the beginning of 2016
Hugh Giddy provides his insights on the market and the volatility for the start of 2016
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Switzer TV – December 2015
Hugh Giddy talks about his view how he is investing right now
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Investment Update - November 2015
Anton Tagliaferro provides his insights on the market and an update for November
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Meet the Manager - Hugh Giddy
Hugh Giddy, IML's Senior Portfolio Manager and Head of Research, gives an overview of the Concentrated Australian Share Fund recently having its 5 year anniversary and being awarded Highly Recommended by Lonsec
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Webinar - IML's Small Cap Approach
Simon Conn, Senior Portfolio Manager of IML's Small Cap Strategies, puts forward the case for investors to reconsider their approach to small caps. Webinar held on 16th September 2015.
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Switzer TV – September 2015
Senior Portfolio Manager, Simon Conn talks small-cap opportunities
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Investment Update - August 2015
Anton Tagliaferro shares his insights on the tough month for Australian and global investors
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Switzer TV – August 2015
Hugh Giddy talks about investment opportunities in the current market
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Financial Year in Review - August 2015
Anton Tagliaferro provides an overview of the main themes we have seen on the last Financial Year
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Meet the Manager - Simon Conn
Introducing Simon Conn, Senior Portfolio Manager of IML's Small Cap offerings. Simon talks about his experience and how he has successfully applied the IML investment approach to small and mid caps
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Switzer TV – July 2015
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Livewire Live Event Highlights
Anton Tagliaferro shares his views on investing and provides an insight into his strategy and the market
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Switzer TV – June 2015
Anton Tagliaferro shares his thoughts on the global economy and our local market