PRE TAX NTA |$3.41

Value as at close of business on 25 October 2024

 

Why Sohn’s top stock pickers want investors to play it safe

Top global money managers are telling investors to steer clear of companies that don’t make money and invest instead in unloved but profitable businesses.

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November 18th, 2022
 

Hearts racing: Rich listers rendezvous for speed-dating style stock picking

A room filled with 700 of the country’s financial luminaries and billionaires is a difficult place to pitch an investment idea but it’s a great place to raise money for charity.

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November 18th, 2022
 

Behind the mega-themes shaping top stockpickers

These are the mega-themes the smartest minds in the market are now firmly getting behind which they believe can help them deliver outsized profits.

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November 18th, 2022
 

Perpetual’s Aboud says bet on balance sheets in turbulent markets

Perpetual’s Anthony Aboud says companies with strong balance sheets will finally be rewarded for their discipline in a time of global market upheaval.

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November 17th, 2022
 

Five years on, what are the best Sohn stock picks to date?

Some of the top fund managers in the country will on Friday pitch their best investment ideas to the Sohn Hearts & Minds conference.

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November 17th, 2022
 

Low debt counts for everything, says Perpetual’s Aboud

Perpetual’s top stock picker Anthony Aboud makes his money running against the crowd and this is why property trusts like Charter Hall are sitting right the top his list right now.

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November 17th, 2022
 

How Gerry Cardinale of RedBird Capital tries to double his money investing in sport

The owner of AC Milan and a host of other soccer, cricket, baseball and ice hockey assets is trying to double his money in the ‘resilient’ asset class.

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November 16th, 2022
 

Think outside the box for green investment opportunities

James Miller, Portfolio Manager at Firetrail Investments, believes investors need to stop seeing the global decarbonisation push as a risk – and start seeing it as an opportunity.

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November 14th, 2022
 

Tim Carleton is backing the Aussie dream all the way

Carleton’s conviction will be on full display on Friday when he makes his third appearance at the Sohn Hearts & Minds Conference, where stock-pickers share their best ideas in the name of medical research.

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November 14th, 2022
 

Sohn Hearts & Minds with Nick Griffin and Maggie O'Neill

Maggie O'Neill, HM1's Head of Marketing and Operations joined Nick Griffin, CIO of Munro Partners to discuss Hearts & Minds' history, Munro Partners' involvement and Nick's upcoming stock pitch.

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November 11th, 2022
 

Why this fundie is betting on luxury as recession fears mount

Bob Desmond is Head of Claremont Global and Co-Portfolio Manager. He will present at the Sohn Hearts & Minds Investment Leaders Conference in Tasmania on November 18.

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November 10th, 2022
 

This fundie couldn’t be happier with her portfolio

Joyce Meng is a presenter at this year’s Sohn Hearts & Minds Investment Leaders Conference on November 18, which takes place in Hobart and aims to raise money for medical research.

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November 7th, 2022
 

Equity Mates: Ricky Sandler, Eminence Capital

Founder, CIO and CEO of Eminence Capital Ricky Sandler talks about launching the $5.7bn asset manager, changing market structures and why he's participating in the SH&M conference.

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November 3rd, 2022
 

Why the sell-off in big tech looks overdone

Munro’s Nick Griffin on why he prefers Alphabet and Amazon over Meta, shorting industrials and Chinese equities, and his top picks for the energy transition.

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November 3rd, 2022
 

Fortune favours the brave in China

An increasing intransigence from authorities in Beijing toward private enterprise and harsh pandemic restrictions might be keeping some investors away, but the same factors are creating good opportunities in Chinese stocks.

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November 2nd, 2022
 

Auscap Asset Management founder sticks to a winning formula

When Auscap Asset Management founder Tim Carleton tips a stock at the Sohn Hearts & Minds conference in Hobart, he doubts it will be a name that shocks investors.

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November 1st, 2022
 

Why Peter Cooper can’t wait for the next 30 years on markets

The veteran fund manager says the most uncertain period of his career will deliver huge opportunities – providing his firm can stick to its system.

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October 31st, 2022
 

Markets to enter ‘new phase’ with hidden risks lurking, says top stock picker Peter Cooper

One of Australia's most influential fund managers warns that investment markets have entered a “new phase” that is set to test the ­financial system.

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October 31st, 2022
 

How BHP’s appointment of Ken MacKenzie won over fund manager Peter Cooper again

Ken MacKenzie's appointment as chairman of BHP five years ago was a sign for fund manager Peter Cooper to move back into the mining giant.

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October 30th, 2022
 

Why this fundie is betting big on two losing companies

Speaking to the AFR before the SH&M conference, Sandler named global on-demand ride-sharing and food delivery service Uber Technologies among his top picks, alongside real estate marketplace Zillow.

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October 30th, 2022
 

Why this fundie is calling the peak for CBA shares

Jun Bei Liu is the lead Portfolio Manager at Tribeca Alpha Plus Fund and is set to present an investment idea at the Sohn Hearts & Minds Conference in Hobart on November 18.

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October 27th, 2022
 

‘Forget forecasts – focus on quality’, says Claremont Global chief Bob Desmond ahead of Sohn Hearts & Minds Investment Leaders Conference

Bob Desmond is making his first appearance at the 2022 Sohn Hearts & Minds Conference.

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October 24th, 2022
 

Regal hedge fund manager says resources stocks are still cheap

Regal’s hedge fund focused on the resources space has thumped the market and its top stock picker, Tim Elliott, says resources stocks are still cheap.

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October 24th, 2022
 

WaveStone Capital's Catherine Allfrey warns of profit downgrades to come as downturn hits

Catherine Allfrey of WaveStone Capital will be speaking at this year's Sohn Hearts & Minds Conference in Hobart, raising funds for medical research.

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October 17th, 2022
 

This fund manager thinks the RBA got it right in moderating rate rises

The WaveStone principal says retail will drop away but quality operators will find a way through. Catherine Allfrey will be speaking at this year's Sohn Hearts & Minds Conference. 

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October 17th, 2022
 

‘He doesn’t negotiate’: Russia’s foreign enemy No.1 on what makes Putin tick

He is Russia’s anti-corruption crusader and oligarch hunter. But it’s Browder's title as Putin’s No.1 foreign enemy that bestows on him another label - consummate survivor.

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October 13th, 2022
 

It’s Trump I fear, says Putin’s nemesis

Bill Browder, once the largest foreign investor in Russia and the man behind the global Magnitsky justice campaign, says the US is the weakest link in the war in Ukraine.

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October 13th, 2022
 

This fundie fought Vladimir Putin. He says there can be no peace deal

Bill Browder, the fund manager who has become one of Vladimir Putin’s fiercest critics, says the Russian leader is increasingly desperate, but no less dangerous.

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October 13th, 2022
 

What stock will Sohn’s top picker choose next?

On November 18, Griffin – with $4.7bn under management at Munro Partners – heads to Hobart for this year’s face-to-face pitch to investors on his 2023 pick.

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October 4th, 2022
 

Equity Mates: Tim Carleton, Auscap Asset Management

Tim Carleton, founder of Auscap Asset Management and 2022 Conference Fund Manager sat down with Equity Mates to discuss his investment philosophy and what makes a great Australian company.

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September 29th, 2022


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