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Podcast : Morgans Conversations : Heath Behncke, Managing Director of Holon Global Investments

Published 11 Mar 2021

In today’s episode of Morgans Conversations, we chat with Heath Behncke from Holon Global Investments.   Heath has been involved in equity markets for nearly two decades and started Holon as a fund to invest with a growth stance.  Heath talks about the investment processes as well as their views on the technology sector, including stocks such as Tesla and Xero.

Heath also talks about Web 3.0 – and interesting take on the future of blockchain applications and how companies will need to adapt and re-think business processes.

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‘Constrained’ Biden Presidency set to lift markets – Tim Davies, Research Director featured by SMH/The Age

Tim Davies, our Research Director at Holon Global Investments, was quoted by Charlotte Grieve in her article from ‘The Age‘ discussing “‘Constrained’, Biden presidency set to lift markets”, saying that: “…President Biden would seek to stimulate the economy out...

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Heath Behncke, our Managing Director and Portfolio Manager was featured by Tony Featherstone, The Australian Financial Review in the article “How global heathcare disruption can make you money”, 17th October, 2020.  Below is an extract from the feature, the full article...

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