The fourth annual Sohn Hearts & Minds Investment Leaders Conference was held last Friday down at the iconic Sydney Opera House. Attendees heard from the best fund managers who pitched their highest conviction investment recommendations and as many of you know, these stocks will now form the 40% of our HM1 portfolio in line with our investment strategy. 

You can read the event coverage in the Australian Financial Review and The Australian where some of the conference stocks were revealed in the paper. We will continue to profile our new fund managers and their highest conviction investment stocks in our monthly investment updates. If you would like to receive these updates via email you can sign up here.