Investor Updates
Videos
Podcast
Venture
Investor PortalInvest with Us
The frontier of radiopharmaceuticals with research superstar Professor Louise Emmett

I sat down with Professor Louise Emmett to discuss all things radiotherapy.

Featured update from Frazis Capital Partners
Reversing dementia in dogs and people, with skin2neuron CEO Brendon Boot

Skin2Neuron reversed Alzheimer's in dogs. Skin2Neuron CEO Dr Brendon Boot explains how it works and why the approach is so promising.

May 14, 2025
CEO Series: Anteris CEO Wayne Paterson on the next generation of transcatheter aortic heart valves

The next generation of transcatheter aortic heart valves

May 6, 2025
April Investment Update

April 2025 investment update

April 29, 2025
Clarity Pharmaceuticals - what the market's missing

What the market's missing about Clarity Pharmaceuticals and an interview with executive chair Dr Alan Taylor

April 23, 2025
Strategy Session

A strategy session with Michael Frazis

March 27, 2025
March Investment Update

March 2025 Investment Update

March 17, 2025
The ASX is the real unicorn maker

Why listing on the ASX is such a good option for founders

February 13, 2025
DeepSeek Disruption - An interview with Andrew Geoghegan

DeepSeek Disruption - An interview with Andrew Geoghegan

January 31, 2025
January 2025 Investment Update

Our fund finished the year +56.5%

January 28, 2025
‍Repairing Nerves: Orthocell's story, with CEO Paul Anderson

A conversation with Orthocell CEO Paul Anderson

December 19, 2024
Syntara!

And our November Investment Update

December 15, 2024
November Investment Update

And our December 2024 investment update

November 29, 2024
Neoclouds - taking a starring role

Neoclouds - taking a starring role in the GPU cycle

November 5, 2024
Healthcare investing with Hashan de Silva

Eli Lilly, Curvebeam AI, Syntara, a new approach in Alzheimer's, and Hashan's new fund

October 23, 2024
China rally – is this one for real?

Chinese equities just had their strongest week in years KWEB, an ETF tracking China’s tech sector, recently celebrated ten years of trading...

October 1, 2024
September 2024 Investment Update

The first rate cuts, a new scaling vector, and healthcare booms

September 24, 2024
New Pod: Misha's new fund, the crash and recovery of early august, and self-driving cars

Misha's new fund, the crash and recovery of early August, and self-driving cars

August 27, 2024
August 2024 Investment Update

Flash crash and reporting season

August 23, 2024
July 2024 Investment Update

Dear investors and well-wishers, The fund advanced 15% in June to bring our FY24 return to 81%. I recorded an interview with Equity Mates where I...

July 29, 2024
The next generation of radiopharmaceuticals with Clarity Chairman Dr Alan Taylor

July 10, 2024
June 2024 Investment Update

Strategy Update

June 23, 2024
May 2024 Investment Update

May 24, 2024
What caught our eye this week

Texas Instruments shared this long term chart on semiconductor cyclicality. Historically, slumps have ended around the 40 week mark, which would be...

April 26, 2024
April 2024 Investment Update

A crack in semis?

April 22, 2024
The most important thing and a raise from Clarity Pharmaceuticals

Earlier this year Australia’s population crossed over 27 million

April 2, 2024
March 2024 Investment Update

Radiopharmaceuticals, semiconductors, and new developments

March 22, 2024
Tesla is the worst performing stock in the S&P500

Tesla has now dropped 35% this year, ahead of even Boeing, which seems to have several safety incidents a week right now (have to fly in one on the...

March 14, 2024
Nubank

Nubank is our second largest single stock exposure at ~10%, mostly because it’s moved up quite a bit recently. I wrote recent notes on other major...

March 3, 2024
Transmedics

Transmedics reported last night and is one of our largest single stock exposures at ~9%. Core components of the technology were developed in Sydney...

February 28, 2024
January 2024 Investment Update

How the revolutions of 2023 might play out this year

January 25, 2024
December 2023 Investment Update

Inflation, Clarity, Transmedics and Schrödinger

December 28, 2023
November 2023 Investment Update

Transmedics, MercadoLibre, Nubank and Biotech

November 30, 2023
Was that a low in biotech?

Possibly

November 14, 2023
New podcast and an update from Novo Nordisk

Bond yields hit cycle highs, medtech takes a GLP-pounding, Nvidia and Microsoft do some cool science, and all roads in semiconductors lead to TSMC.

October 13, 2023
Investor UpdatesVideosPodcast
VentureFAQsPrivacy Policy
Investor PortalInvest With Us

The information in this website has been prepared and issued by Frazis Capital Partners Pty Ltd ABN 16 625 521 986 as a corporate authorised representative (CAR No. 1263393) of Frazis Capital Management Pty Ltd ABN 91 638 965 910 AFSL 521445 (Frazis Capital or we or us). The information contained in this website is for general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with your professional adviser, whether the information is suitable for your circumstances.

Please note past investment performance is not a reliable indicator of future investment performance and no guarantee of performance, the return of capital or a particular rate of return is provided. Whilst we believe the material in this website is correct, no warranty of accuracy, reliability or completeness is given, except for liability under statute which can’t be excluded.

© 2024 Frazis Capital Partners. All rights reserved.