PRE TAX NTA |$3.36

Value as at close of business on 1 November 2024

 

‘Very, very high conviction’: Sohn fundie’s top stock pick

Eley Griffiths Group portfolio manager David Allingham says the Sohn Hearts & Minds Conference is the Australian investment management industry’s answer to the Woodstock Festival.

Read More
November 8th, 2021
 

Why Cooper Investors’ stock picker Qiao Ma is betting on consumers

Returning Conference Manager Qiao Ma is planning to tip a Hong Kong-based consumer brand player when she fronts the annual Sohn Hearts & Minds conference next month.

Read More
November 5th, 2021
 

Equity Mates: Beeneet Kothari, Tekne Capital Management

Returning Conference Manager Beeneet Kothari sat down with Equity Mates to discuss his first investment, views on China and Cryptocurrency, and why he loves being involved in the Sohn Hearts & Minds Conference.

 

Read More
November 4th, 2021
 

This New York-based fund manager hates Alibaba but loves PayPal

Aravt Global's Yen Liow focuses on the payments sector and discount retail, as well as finding mid-size companies that can capture market share in niche corners of tech and other sectors. 

Read More
November 1st, 2021
 

How rigorous research built a $US141bn company, Moderna

Moderna co-founder Robert Langer says vaccine development for a range of diseases – not just Covid-19 – will be one of the biggest trends among biotechnology in coming years.

Read More
October 27th, 2021
 

Early investors key to Moderna’s successful vaccine, says multi-billionaire co-founder

Professor Robert Langer, the billionaire co-founder of vaccine maker Moderna says that early investors in the biotech startup should share the credit for the development of the company’s coronavirus vaccine.

Read More
October 27th, 2021
 

Moderna’s miracle and why mRNA is the new powerhouse of medicine

The powerful technology that has enabled mRNA vaccines to save millions of lives during the coronavirus pandemic has much broader potential, according Bob Langer, one of the co-founders of Moderna.

Read More
October 27th, 2021
 

Why this tech stockpicker is patient on China, bullish on bitcoin

Conference Fund Manager, Beeneet Kothari admits it’s been a ‘bloodbath’ for Chinese tech stocks this year, but there are two good reasons he thinks the sentiment will shift.

Read More
October 25th, 2021
 

Charlie Munger to headline Sohn Hearts & Minds 2021

Legendary investor Charlie Munger to headline Sohn Hearts & Minds 2021 conference.

Read More
October 13th, 2021
 

Charlie Munger’s magic is in what he doesn’t do

Charlie Munger, who will headline this year’s Sohn Hearts & Minds Conference, places one quality above all else: patience.

Read More
October 13th, 2021
 

How Warren Buffett’s trusted man Charlie Munger was won over

Charlie Munger, Warren Buffett's trusted man, to headline Sohn Hearts & Minds 2021 Conference.

Read More
October 13th, 2021
 

Charlie Munger makes the cut for annual Sohn Hearts & Minds stockpicking conference

Charlie Munger, American billionaire investor and vice-chairman of Berkshire Hathaway to headline Sohn Hearts & Minds Conference.

Read More
October 13th, 2021
 

Equity Mates: Qiao Ma, Cooper Investors

Qiao Ma from Cooper Investors chats with our friends at Equity Mates about her first investment, Cooper Investors' investment philosophy and the investment thesis behind her conference pitch.

Read More
December 10th, 2020
 

Equity Mates: Hamish Corlett, TDM Growth Partners

In this episode of Equity Mates hear from Core and Conference Manager Hamish Corlett, Co-Founder of TDM Growth Partners. The guys cover a lot in this episode, be sure to take a listen!

Read More
December 7th, 2020
 

Equity Mates x HM1

We've partnered with Equity Mates Media, Australia's number one finance and investing podcast, to do a series of interviews with our Fund Managers. For easy listening, all of 2020 episodes are here in one place.

Read More
November 30th, 2020
 

Personality the key in picking winning stocks: Qiao Ma

Qiao Ma says her stock pitch for the Sohn Hearts & Minds Conference on Friday belongs to an industry that will “make people cringe”. That isn’t deliberate but it will prove her point that management trumps all else.

Read More
November 8th, 2020
 

The star stock pickers with a social purpose

Hamish Corlett, Founder of TDM Growth Partners discusses TDM's commitment to helping support Australian charities including the win-win nature of Hearts & Minds and why he's proud to be involved.

Read More
November 7th, 2020
 

Equity Mates: Nick Griffin

Nick Griffin of Munro Partners join the Equity Mates Podcast to talk about Nick's investment management style and process, why he loves being involved with Hearts and Minds and what goes into preparing his Conference pitch.

Read More
November 5th, 2020
 

Equity Mates: Rory Lucas

Our CIO Rory Lucas recently sat down with the Equity Mates Podcast to talk all things Hearts and Minds. 

Read More
October 22nd, 2020
 

Ark Invest’s Cathie Wood vindicated by revved-up Tesla

A little under a year ago, Cathie Wood named Tesla as her top stock pick for 2020 at the Sohn Hearts & Minds Conference. She pitched her bearish case, stating the stock price would double by 2024. It hit that milestone less than three months later.

Read More
September 16th, 2020
 

Ackman to headline as Sohn goes virtual

Legendary investor Bill Ackman will headline the 2020 Sohn Hearts & Minds Conference this year in a major coup for the event that has raised more than $20m for medical research since its inception in 2016.

Read More
September 16th, 2020
 

The man in the Hearts & Minds investment engine room

Rory Lucas may have one of the best jobs in finance. As HM1's CIO, it's his duty to oversee the $780 million portfolio of the best ideas from some of the world's top investors.

Read More
September 16th, 2020
 

Bill Ackman on how super can fix capitalism's inequities

Graham Hand summaries Pershing Square Capital's recent letter to shareholders. Ackman comments on why the stock market is rising when the economy is in trouble, and the need for the US to adopt a super system similar to Australia's.

Read More
September 9th, 2020
 

2019 Sohn Hearts & Minds Conference

The fourth annual Sohn Hearts & Minds Investment Leaders Conference was held last Friday down at the iconic Sydney Opera House.

Read More
November 26th, 2019
 

Manager in focus: Cooper Investors

This month's Conference Manager in Focus is Cooper Investor's Founder and Chief Investment Officer, Peter Cooper. He's backing the largest audio entertainment company in the US, Liberty SiriusXM. 

Read More
September 6th, 2019
 

Manager in focus: Tekne Capital Management

This month's Conference Manager in Focus is Tekne's Managing Partner, Beeneet Kothari. He's backing a Brazilian digital payment solution company. Read his investment case here.

Read More
August 6th, 2019
 

Ray Dalio: Paradigm Shifts

Legendary investor Ray Dalio says gold may be key amid monetary policy shift.

Read More
July 18th, 2019
 

Airbus flying past a struggling Boeing

2018 Conference Recommendation, Airbus, is flying past struggling Boeing. Read Roger Montgomery's analysis to find out what this means for Airbus. 

Read More
July 15th, 2019
 

Manager in focus: Munro Partners

Hear why e-commerce giant, Amazon is Nick Griffin's highest conviction investment recommendation.

Read More
July 4th, 2019
 

Hearts and Minds Investments lifts value

Hearts and Minds Investments has increased in value by 20 per cent since listing last November and now has an net asset value of $600 million.

Read More
June 28th, 2019


Recent Posts

Read the latest insights
A curated list of HM1 investor updates, portfolio news and other interesting articles.
Read More
...