GLOBAL INVESTMENT INSIGHTS

“European small caps are a particularly attractive hunting ground for new ideas. The investable universe of roughly 2,000 companies below the €2 billion market-cap threshold offers higher growth potential compared to large caps. Thinner sell-side coverage and weaker investor communication create more frequent mispricing and wider price-value gaps.”

- Francisco De Juan is the Chief Investment Officer of Alantra EQMC AM, where he leads a hands-on, constructive engagement strategy that brings private equity-style value creation to pan-European listed small caps (up to €2 billion market cap). EQMC runs a concentrated, high-conviction portfolio of around 15 companies, taking relevant minority stakes in exceptional businesses while maintaining a strict value discipline. 

Francisco will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum, taking place on Thursday, 19 March 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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“Capital is essential for companies to grow. Historically, this was provided by public markets. However, since the GFC equity markets have been undergoing a structural transformation. The most innovative and ambitious companies are scaling privately.”

- Alan Coffey is Director, Private Companies at Baillie Gifford, where he is responsible for working with investors globally, outlining the important role that private growth equity plays in portfolios, and helping them access great growth companies through Baillie Gifford’s dedicated strategies and investment solutions.

Alan is a senior member of Baillie Gifford’s Private Growth team, having joined the firm last year, bringing over 20 years’ experience in private equity across leading institutions.  

Alan will be presenting at Global Investment Institute’s upcoming Family Office Investment Forums, taking place on Tuesday, 17 March 2026 in Sydney CBD, New South Wales and Thursday, 19 March 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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“After several years dominated by A.I. leaders, Munro expects earnings growth to broaden across sectors, regions, and market capitalisations in 2026. Easing inflation, the roll-off of tariff impacts, and more supportive policy settings create opportunities in infrastructure, healthcare, security, and select small and mid-cap stocks.”

- Nick Griffin is a founding Partner and Chief Investment Officer of Munro Partners, where he is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of our proprietary investment process.

Nick has worked in financial services for over 25 years, with more than 20 years of experience managing global long and short equity mandates.

Nick will be presenting at Global Investment Institute’s upcoming Equities Investment Forum, taking place on Thursday, 12 March 2026 in Sydney CBD, New South Wales. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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“GAF believes that it is critical, in private markets investing, to ensure that your investments are on the correct side of global capital flows - not just today, but over a ten-year investment horizon.”

- Natasha Nankivell is the Founder and Partner at Global Alternative Funds (GAF). Natasha founded GAF in 2019 after a 30-year career in investment banking and private markets. GAF was created to facilitate her family's investments with top-tier private market funds globally and to extend co-investment opportunities to other family offices and high-net-worth investors. As the Founder and Partner, Natasha oversees the daily operations of GAF, collaborates with other GAF partners on investment decisions, and leads the firm’s engagement with their co-investors and advisers.

Peter Lyneham is a Senior Adviser at GAF. Working with the GAF team, Peter is responsible for conducting manager sourcing, assessment and selection. Peter brings over twenty-five years of private company direct investing experience, most of which was within Goldman Sachs’ Merchant Banking Division. Peter and his team approach manager diligence and selection in much the same way that they conduct due diligence on any private direct investment, with forensic analysis, expert pattern recognition and qualitative scrutiny.

Natasha and Peter will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum, taking place on Thursday, 19 March 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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“The opportunity set within developed-market credit is expanding. Capturing these opportunities requires broad and flexible access to the full credit universe, as dispersion across products, structures, and sectors continues to widen.”

- Adam Nankervis is a Portfolio Manager and Partner at Oak Hill Advisors (OHA), where he shares responsibility for managing several of OHA’s multi-strategy and private credit portfolios with a focus on North America and Europe. Adam serves on several fund investment committees and on the firm’s new product and business activity committee. 

Previously, Adam has shared portfolio management responsibility for OHA’s high yield bond and leveraged loan portfolios and held senior research leadership roles covering the paper and packaging, services, gaming, lodging and real estate industries. 

Adam will be presenting at Global Investment Institute’s upcoming Family Office Investment Forums, taking place on Tuesday, 17 March 2026 in Sydney CBD, New South Wales and Thursday, 19 March 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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“With markets exhibiting many signs of a bubble, the need to differentiate between speculation and lasting disruption, real-world results and transient thematics, will be a defining foundation of success. In a world of transformation, investors need to think differently. Market dynamics, characterised by record levels of passive ownership and historically concentrated indices, underscore the need for adaption, creative solutions and an active mindset.”

- Laurence Taylor is the Equity Solutions Portfolio Manager at T. Rowe Price, based in London, where he is responsible for designing tailored equity solutions for clients by leveraging the firm’s fundamental, quantitative and responsible investment research capabilities. Laurence has over 25 years of investment experience, including 17 at T. Rowe Price, having previously worked within the firm’s global equity team for 15 years.

Laurence's focus is on client collaboration and the development of active strategies that address the unique objectives of this era of investing.

Laurence will be presenting at Global Investment Institute’s upcoming Equities Investment Forum, taking place on Thursday, 12 March 2026 in Sydney CBD, New South Wales. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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“Energy has underperformed electricity and utilities over the past 20 years. Today, as new sources of power demand become mainstream, we believe investors should think differently about their energy exposure and consider a dedicated allocation to the electricity sector.”

- Michel Sznajer is the Portfolio Manager for the Global Renewables Infrastructure Strategy at Ecofin at Redwheel, where he manages portfolios that focus on electrification and decarbonisation in the power sector by investing in developers, operators and owners of clean power generation assets and related infrastructure.

Michel and his team look for the best risk‑adjusted return opportunities in companies at the forefront of the energy transition that are compounding value over time. These companies typically grow faster than peers, generate attractive returns and act as good stewards of capital.

Michel will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum, taking place on Tuesday, 17 March 2026 in Sydney CBD, New South Wales. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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“A.I. represents the most structurally compelling investment theme we have encountered in decades, though its extraordinary promise carries commensurate risks. Capital has concentrated dramatically around perceived winners, creating market fragility even as the underlying technology continues to deliver breakthrough capabilities.”

- Willis Tsai is the Head of Global Equities at Nuveen, where he is responsible for overseeing Nuveen’s US$500+ billion equity platform, which encompasses active, passive, fundamental, and quantitative solutions within Nuveen's broader US$1.4 trillion asset management business. A significant portion of this equity platform serves TIAA's CREF Stock account, a 70+ year legacy multi-manager fund, managing retirement assets for teachers and non-profit workers.

Willis’ responsibilities span investment performance, risk oversight, manager allocation, commercial growth, and fostering a collaborative culture across Nuveen’s 100+ person team.

Willis will be presenting at Global Investment Institute’s upcoming Equities Investment Forum, taking place on Thursday, 12 March 2026 in Sydney CBD, New South Wales. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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