Tim Carleton's guest appearances

Tim Carleton

Inside the Rope with David Clark

Equity Mates Investing Podcast

Andrew Mitchell

Craig Evans

John Murray

Alan Sheen

Paul Bassat

Chris Andrews

Steve Tucker

Rob Morrison

Kim Morrison

Peter Cooper

Roger Lloyd

Michael Goldberg

Phil Green

Mitch Taylor

David Kirk

OwlTail

Nick Scali

Tim Carleton is the founder of Auscap Asset Management, which he has been running since 2012. Prior to Auscap, Tim worked at Macquarie Bank and Goldman Sachs. Tim has previously pitched stocks at two Hearts &amp; Minds conferences, pitching Macquarie Group in 2017 and JB Hi-Fi in 2018.  Sohn Hearts &amp; Minds Investment Leaders Conference - Australia’s leading finance conference, dedicated to supporting Australian medical research.We’ve been supporting the conference for the past 3 years, and we’re doing so again this year, hosting a series of interviews with some of the investors who will be pitching at the conference - Tim being one of them.This year they will be delivering bold ideas and investment insights direct from one of the most picturesque sights in the world - Hobart, Tasmania. Sohn is dedicated to raising money for Australian Medical Research, this year’s major beneficiary is the Menzies Institute for Medical Research at UTAS. Some amazing global names have attended in the past, and this year’s headline is Bill Browder, more speakers to be announced soon. Friday 18th November, Hobart The best part - we have two tickets to give away - worth $3,500 each (travel and accommodation not included)Head to community.equitymates.com - sign up to the forum, and comment on this episode post on which stock you might pitch if you were at the conference.*In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ***Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Tim Carleton is the founder of <a href="https://www.auscapam.com/" rel="noopener noreferrer nofollow" target="_blank">Auscap Asset Management</a>, which he has been running since 2012. Prior to Auscap, Tim worked at Macquarie Bank and Goldman Sachs. Tim has previously pitched stocks at two Hearts &amp; Minds conferences, pitching Macquarie Group in 2017 and JB Hi-Fi in 2018.  <a href="https://www.sohnheartsandminds.com.au/" rel="noopener noreferrer nofollow" target="_blank">Sohn Hearts &amp; Minds Investment Leaders Conference</a> - Australia’s leading finance conference, dedicated to supporting Australian medical research.We’ve been supporting the conference for the past 3 years, and we’re doing so again this year, hosting a series of interviews with some of the investors who will be pitching at the conference - Tim being one of them.This year they will be delivering bold ideas and investment insights direct from one of the most picturesque sights in the world - Hobart, Tasmania. Sohn is dedicated to raising money for Australian Medical Research, this year’s major beneficiary is the Menzies Institute for Medical Research at UTAS. Some amazing global names have attended in the past, and this year’s headline is Bill Browder, more speakers to be announced soon. Friday 18th November, Hobart The best part - we have two tickets to give away - worth $3,500 each (travel and accommodation not included)Head to <a href="community.equitymates.com" rel="noopener noreferrer nofollow" target="_blank">community.equitymates.com</a> - sign up to the forum, and comment on this episode post on which stock you might pitch if you were at the conference.*In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ***Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Expert: Tim Carleton - Mineral Resources, Nick Scali & What makes a great Australian company

Tim Carleton from Auscap joins the podcast for a second time to discuss his new Global Equities Fund as well as the recent performance of the Long Short Australian Equities Fund.Currently invested in names such as Capri, Google (Alphabet), Microsoft and Visa, the new Auscap Global Equities Fund is an absolute return focused fund that targets high-quality value stocks. Tim highlights that the fund has a bias towards both developed markets and well known large-cap stocks with firm levels of governance. The fund which also has the ability to short similar to the Australian Equities Fund targets 10-15% annualised return opportunities for each company that it invests in.Tim also touches on both the recent performance and opportunities in the Long Short Australian Equities Fund. Following a difficult year in 2018 and a recovery for the fund in 2019, Tim is bullish on the outlook of the Australian economy, with indicators such as unemployment rates, terms of trade surplusses and high commodity prices supporting his view.

Tim Carleton from Auscap joins the podcast for a second time to discuss his new Global Equities Fund as well as the recent performance of the Long Short Australian Equities Fund. Currently invested in names such as Capri, Google (Alphabet), Microsoft and Visa, the new Auscap Global Equities Fund is an absolute return focused fund that targets high-quality value stocks. Tim highlights that the fund has a bias towards both developed markets and well known large-cap stocks with firm levels of governance. The fund which also has the ability to short similar to the Australian Equities Fund targets 10-15% annualised return opportunities for each company that it invests in. Tim also touches on both the recent performance and opportunities in the Long Short Australian Equities Fund. Following a difficult year in 2018 and a recovery for the fund in 2019, Tim is bullish on the outlook of the Australian economy, with indicators such as unemployment rates, terms of trade surplusses and high commodity prices supporting his view.

Ep 53: Tim Carleton - Finding value in large-cap global equities

Tim is a founder and Portfolio Manager with Auscap Asset Management an asset manager with an annualised return of more than 20%. We discuss a wide range of topics including investment fundamentals, Bitcoin, China and how shorting companies can enhance returns with Tim.

Ep 9: Tim Carleton - Auscap Asset Management