Today’s guest is Michael Frazis, founder of Frazis Capital Partners.

Michael is one of the most wellknown growth investors in Australia, with his fund returning 80% in the first half of 2024. Over the past 5 years, he has ridden many of the up’s and down’s of investing in technology and life sciences and in today’s episode he unpacks how he managed it and what he has learned.

In today’s episode we cover:

Michael’s investing philosophy
How his growth fund rode the high’s of 2020 and 2021 and the low’s of 2022 and 2023
What he has changed from these experiences
How he delivered 80% for investors in the first half of 2024
Where he sees opportunity in life sciences
Why he sold Nvidia

———

Get access to every episode 24 hours before YouTube by subscribing for free:
On Spotify https://open.spotify.com/show/2ZzAxux...
Or Apple Podcasts https://podcasts.apple.com/au/podcast...

———

Want to get involved?
Join our daily mailing list to stay up to date on all things in business and markets: https://equitymates.beehiiv.com/subsc...
Ask us a question: https://equitymates.com/getintouch/
Join the conversation in the Facebook Discussion Group   / equitymates  
Instagram:   / equitymates  
X:   / equitymates  
TikTok:   / equitymates  
LinkedIn:   / equitymates  

———
Equity Mates Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.