This content is restricted to a financial adviser audience and industry professionals only. It is not suitable for a retail audience or member of the public.
In The Spotlight –
Antipodes
Hosted by Hong Hon, Sector Manager – Global Equities, Lonsec
Featuring: Jacob Mitchell, CIO of Global Equities, Lead Portfolio Manager of Global Strategies, and Founder of Antipodes
Episode highlights:
- Antipodes begins with deep industry research to understand long‑term drivers of competitive advantage. This forms the foundation for identifying winners and losers across global supply chains.
- With five specialised coverage teams plus a quant‑macro group, Antipodes’ organisational design intentionally avoids silos. Each team runs best‑idea long‑short portfolios, enabling efficient idea generation across large cap and SMID opportunities.
- Antipodes focuses on paying the right price for a company’s characteristics by balancing growth, resilience and valuation, while maintaining disciplined downside protection and lower volatility relative to the benchmark.
- Antipodes offers a broad suite of strategies, including Global Value, SMID, and a range of EM, Asia and China portfolios.
This content is restricted to a financial adviser audience and industry professionals only. It is not suitable for a retail audience or member of the public.
By proceeding you confirm that you are either a Financial Adviser, a Fund Manager, or a Financial Services Industry Professional.
About Antipodes
Antipodes is a diversified investment firm with investment teams based in Sydney, London and Melbourne. Its investment teams specialise in global and Australian listed equities, credit, infrastructure, and small and mid-cap companies.
More information regarding Antipodes is available here.

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