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Value as at close of business on 1 November 2024

 

The 12 Hottest Stock Tips From This Year’s Sohn Experts

It might be time to look beyond big names. That was the message from top fund managers, company founders and super funds at the Sohn Hearts & Minds.

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November 17th, 2023
 

Future Fund Weighs Up AI Productivity Riddle

Mr Samild will participate in Friday’s macro panel at the prestigious Sohn Hearts & Minds conference, along with Sheila Patel and Atul Lele. 

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November 16th, 2023
 

The ‘Armageddon Scenario’ Worrying The Future Fund CIO

Mr Samild shared his thoughts on the bond market – which underpins the returns of other assets – ahead of his appearance at Friday’s Sohn Hearts & Minds charity conference at the Sydney Opera House.

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November 16th, 2023
 

Hedge Fund Veteran Talks Lowest Moment In Toscafund’s 23-Year Run

Most hedge fund managers brag about their wins and shy away from their losses – Martin Hughes is not most hedge fund managers.

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November 16th, 2023
 

Daniel Loeb’s Wall St Hedge Fund Third Point Raises Bets On Corporate Credit Crunch

An “obsession” around balance sheet strength and debt is creating a new wave of investment bets for the influential Wall Street hedge fund run by Daniel Loeb.

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November 15th, 2023
 

Advancing Medicine Is In Daniel MacArthur’s DNA

When genomic scientist Daniel MacArthur had the opportunity to set up a new Centre for Population Genomics in Australia in 2019, he jumped at the chance to return home after 12 years living overseas.

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November 15th, 2023
 

Bond Bullish On Commodity Stocks, Uranium

Mining stocks are poised to rise amid tight supply for key commodities such as copper, nickel and uranium, says Terra Capital founder Jeremy Bond.

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November 13th, 2023
 

This Hedge Fund Manager Is Making A 100-Year Bet On Luxury

European leisure and luxury – a designer handbag, a last-minute flight to Monte Carlo, a stay in a five-star hotel – is where many choose to spend their hard-earned cash. For Sharif el Khazen, it’s where he makes it.

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November 13th, 2023
 

The Australian At The Centre Of Dalio’s Bridgewater – Who Loves It

The culture at Ray Dalio’s massive hedge fund has been a source of intrigue, and with a new book, controversy. Atul Lele says it’s made him a better investor.

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November 12th, 2023
 

How Munro Will Pick Its Next Stock Winner

Munro partner and portfolio manager Kieran Moore must select a single company to pitch to an audience of industry heavyweights at the prestigious Sohn Hearts & Minds conference in Sydney.

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November 12th, 2023
 

Meet The Goldman Sachs Legend Shaking Up Venture Capital

Sheila Patel says it was time for the venture capital sector to “grow up” and higher rates will help do that job. VC firms need to think differently about how they invest.

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November 10th, 2023
 

Big thinkers in hunt for brain cancer cure

“Brain cancer is rare, but for people who do get it the prognosis is not good,” Assistant Professor Jenkins tells The Australian.

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November 10th, 2023
 

Tom Naughton - There's Money In Mi Goreng | Prusik Investment

Tom Naughton is Managing Partner and CIO at Prusik Investment. In this episode, he chats to Equity Mates ahead of his appearance at the 2023 Sohn Hearts and Minds Conference.

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November 8th, 2023
 

Why Chris Kourtis just bought CSL and ResMed

A true contrarian investor, Chris Kourtis can find himself sounding a lot like a bull when in the company of bears, and there’s a lot to be bearish about at the moment.

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November 6th, 2023
 

Five Secrets To Delivering The Perfect Pitch

Australia’s best stock pickers have just eight minutes to convince the country’s top money managers they have found an investment gem that the market has overlooked.

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November 5th, 2023
 

Meet the 2023 Conference Managers

Following a rigorous global search, the Conference Fund Manager Selection Committee is pleased to share ten new managers for 2023. 

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November 2nd, 2023
 

Nine stock picks from some of Australia’s biggest fund managers

From garbage collection to race car manufacturing, nine fund managers at some of Australia’s largest investment firms have given their best stock picks for investors looking over the long term.

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November 1st, 2023
 

Dan Loeb to headline Sohn Hearts & Minds

Famed hedge fund manager Dan Loeb has been named as one of the headline acts for next month’s Sohn Hearts & Minds philanthropic investment conference to be held in Sydney.

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October 23rd, 2023
 

US Bank Run Has Slowed To A Walk, But Instability Remains

When Ravi Chopra reveals his stock pick at the prestigious Sohn Hearts & Minds conference at the Opera House in Sydney next month, it could well be a short bet on a US bank.

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October 23rd, 2023
 

Two small caps: Propel Funeral Services (ASX: PFP) and Clarity Pharmaceuticals (ASX: CU6)

Get to know our 2023 Conference Fund Manager Rikki Bannan of IFM Investors who recently featured on the Equity Mates Media podcast. 

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October 18th, 2023
 

How this hedge fund pulled off 2023’s ‘big short’

Last year, Ravi Chopra was travelling through Europe to shop his latest short idea to potential investors. “Financials are really all in the weeds,” he told The Australian Financial Review in an interview from New York. 

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October 16th, 2023
 

Beware the pitfalls of investing in healthcare, says IFM boss

“Healthcare is often viewed as a stable, defensive sector to invest in, but in small caps that hasn’t necessarily proven to be the case,” she says in an interview ahead of her appearance at the Sohn Hearts & Minds Conference 2023.

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October 10th, 2023
 

Secret to a long life cheaper than you think celebrity physician Peter Attia reveals

Don't miss Dr Peter Attia who will speak at the Sohn Hearts & Minds Conference at the Sydney Opera House next month.

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October 6th, 2023
 

‘Volatility is opportunity’: why this manager loves shorting stocks

Angela Aldrich of Bayberry Capital Partners LP bet against Treasury Wine Estates at the top of the market and now she's preparing to make her next big call at this year's Sohn Hearts & Minds Conference.

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September 18th, 2023
 

Investors Sweeten On Hedge Funds As Rates Climb

After a decade of easy money pushing equity markets in one direction, Wall Street hedge fund manager Ricky Sandler says the return of volatility and higher interest rates is seeing money return to long-short strategies.

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September 11th, 2023
 

Stock Stars Look Under The Surface

Influential New York-hedge fund manager Ricky Sandler returns to Australia to make a new pick at this year’s Sohn Hearts & Minds conference that will be held at the Sydney Opera House on November 17. 

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September 11th, 2023
 

Top Ny Stock Picker Warns Inflation To Remain Above Pre-Covid Levels

Influential New York hedge fund manager Ricky Sandler of Eminence Capital returns for the 2023 Sohn Hearts & Minds Conference in Sydney and says no one is focused on picking interesting, idiosyncratic stocks.

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September 11th, 2023
 

Claremont Global: Investment Case for Nike

Equity Mates are joined by Head of Claremont Global Bob Desmond to discuss his 2022 conference pick, Nike. In the episode Bob unpacks the key metrics, the bull case and the bear case for Nike. 

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January 18th, 2023
 

How MONA’s David Walsh shocked our top stock pickers

Professional gambler and arts impresario David Walsh had a brutal message for successful top money managers – you may just be lucky.

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November 18th, 2022
 

Fund managers go global for top Sohn conference stock picks over Aussie companies

SH&M had before Friday’s event made more than $40m in collective donations to medical research.

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November 18th, 2022


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