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Why the SpaceX IPO is Not on Vihari Ross of Antipodes Partners’ Buy List
Australian Financial Review
ENRICHED
Details
- Date Published
- 11 June 2026
- Priority Score
- 1
- Australian
- Yes
- Created
- 12 June 2026, 02:00 pm
Authors (1)
- Grace LaganNEW
Description
Vihari Ross talks about the market’s hottest IPO, where she’s spotting opportunity to ride the chip boom and why she cashed out of Hyundai.
Summary
This interview focuses on investment strategies within the global equity market, specifically evaluating the chip boom driven by AI demand and the merits of a potential SpaceX IPO. While the content touches on the hardware foundations of AI through chip stocks, it primarily addresses financial valuation and market volatility rather than safety protocols or catastrophic risk. The discussion lacks specific analysis of AI governance or frontier model safety, focusing instead on the commercial opportunities within the technology sector for Australian fund managers.
Body
MarketsEquity MarketsFundie Q&APrint articleGrace LaganMarkets reporterJun 11, 2026 – 2.07pmVihari Ross is a portfolio manager overseeing global equities at Antipodes Partners. The Sydney-based firm oversees $20.6 billion in assets under management.The global portfolios have posted strong returns in the past 12 months – do you think any of your past winners have further to run? Loading...SaveLog in or Subscribe to save articleShareCopy linkCopiedEmailLinkedInTwitterFacebookCopy linkCopiedShare via...Gift this articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? LoginLicense articleFollow the topics, people and companies that matter to you.Find out moreRead MoreFundie Q&AInvestingActive investingSharemarketSpaceXAIFetching latest articles