PRE TAX NTA |$3.41

Value as at close of business on 25 October 2024

 

How venture capital and star power built one of sport’s hot new brands

When investor Kara Nortman and actor Natalie Portman decided to start a soccer team, they created a brand that has grabbed the sporting world’s attention.

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September 17th, 2022
 

‘Recession-proof’: Investment giants eye sport as an asset class

Sporting teams are becoming serious investments for billion-dollar global firms, as private equity funds eye off the sector’s growth potential and resilience to economic slumps.

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September 17th, 2022
 

Conservative Australian sports leagues are ‘letting investment opportunities pass them’

Australia’s sports leagues need to be more open to private equity investment or risk falling behind.

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September 17th, 2022
 

Putin critic and author Bill Browder to headline Sohn investor conference

Bill Browder, one of Putin's fiercest critics, the founder of Hermitage Capital and the man behind the Magnitsky Law, will headline this year's Sohn Hearts & Minds investor conference.

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August 31st, 2022
 

Sohn Hearts & Minds looks beyond tech ahead of Hobart event

Keynote speaker Bill Browder is the former Hermitage Capital hedge fund manager who has lobbied governments to black-list senior Russian officials attempting to shift their assets offshore.

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August 31st, 2022
 

‘Putin’s number one foreign enemy’ to address Aussie finance event

Bill Browder, who is viewed as a key enemy of Russia’s government will address Australian investors on the war in Ukraine at this year’s Sohn Hearts & Minds conference.

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August 31st, 2022
 

Jun Bei Liu: A defensive staple trading at an attractive discount

Jun Bei Liu of Tribeca Investment Partners discusses her 2020 Sohn Hearts & Minds Conference pick Treasury Wine (‘TWE’) and her broader outlook for the company and its sector.

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August 18th, 2022
 

Charlie Munger and stock picks at the Sohn Conference

Firstlinks gives the highlights from Charlie Munger and a summary of the selected stocks at the annual Sohn Hearts & Minds Conference.

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December 4th, 2021
 

Regal Funds founder Phil King’s short share tips

An experienced investor with a track record of short selling, King will be the only fund manager on the day tipping a short stock at the annual Australian Sohn Conference on Friday.‍

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December 3rd, 2021
 

Regal’s Phil King shorts GameStop in tactical shift

Regal Funds Management has upended its short selling approach to combat the pressures of a rising bull market, focusing on share price blips, according to chief investment officer Phil King.

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December 3rd, 2021
 

Hamish Corlett picks Spotify as his top stock again at Sohn Hearts & Minds Conference

Hamish Corlett is the only stock picker in the history of the Sohn Hearts & Minds Investment Conference to pitch exactly the same company twice.

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December 3rd, 2021
 

Sohn Hearts and Minds: The Australian Fund Manager Coverage

Leading fund managers reveal their top stock picks for the year ahead at the Sohn Hearts & Minds Conference. Read The Australian live coverage.

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December 3rd, 2021
 

Sohn Hearts and Minds: AFR Professor Langer Coverage

Professor Robert Langer, Co-Founder of Moderna presented at the sixth annual Sohn Hearts & Minds Conference. Read AFR live coverage.

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December 3rd, 2021
 

Sohn Hearts and Minds: AFR Charlie Munger Coverage

Charlie Munger, Vice Chairman of Berkshire Hathaway presented at the sixth annual Sohn Hearts & Minds Conference. Read AFR live coverage.

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December 3rd, 2021
 

Sohn Hearts and Minds: AFR Fund Manager Coverage

13 of Australia’s leading investors revealed their top stock picks for the year ahead as part of Australia’s philanthropic and global thought leadership conference. Read AFR live coverage.

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December 3rd, 2021
 

Sohn delivers lessons on tech disruption

From e-signatures to last-mile logistics and facials, the annual conference showed that waves of disruption continue to break in different ways across different sectors.

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December 3rd, 2021
 

Charlie Munger the ‘quiet one’ alongside Warren Buffett at Berkshire Hathaway

Fund manager Mark Nelson of Caledonia to interview Berkshire Hathaway's Charlie Munger at the sixth annual Sohn Hearts and Minds Conference.

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December 2nd, 2021
 

Here comes the Sohn: big names battle over conference music

For all that heavyweight finance names Michael Walsh, David ­Paradice, Matthew Grounds and Gary Weiss have in common professionally, one thing they can’t seem to find consensus on is music.

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December 2nd, 2021
 

Equity Mates: Eleanor Swanson, Firetrail Investments

Eleanor Swanson of Firetrail Investments sat down with Equity Mates. Eleanor breaks down the small cap landscape and shares some of the best companies that she's come across.

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December 2nd, 2021
 

Why The Sohn Hearts And Minds Conference Is So Important To TDM

TDM Growth Partners share why they love being involved in HM1 both as a Core Manager and a Conference Manager. 

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December 2nd, 2021
 

A hedge fund sleuth who seeks only the truth

Conference Manager Joyce Meng's FACT Capital is proof that the existing Wall Street model could be wildly improved upon.

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November 29th, 2021
 

Cota Capital analyst Babak Poushanchi tops the bill with stock tip up more than 200%

Cota Capital’s Babak Poushanchi emerged the top picker from the 2020 Sohn Hearts & Minds Conference, with his pick's share price up more than 200%.

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November 28th, 2021
 

Equity Mates: Yen Liow, Aravt Global

Yen Liow of Aravt Global sat down with Equity Mates. Yen shares the story of his first investment, Aravt's investment philosophy, his thoughts on the future of the payments industry and why he's excited to be a part of the Hearts & Minds family.

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November 25th, 2021
 

You're in Good Company: Rory Lucas & Phil King

Hearts and Minds Investments Limited (ASX:HM1)'s Chief Investment Officer Rory Lucas and founding Hearts & Minds supporter Phil King of Regal Funds Management recently spoke with the hosts of You're In Good Company.

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November 23rd, 2021
 

Quick commerce set to deliver big returns in a hurry, says Tekne Capital’s Beeneet Kothari

Beeneet Kothari talks 'quick commerce', a topic at the heart of his stock pick for the 2021 Sohn Hearts & Minds Conference.

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November 22nd, 2021
 

Why this $6.1b fundie prefers climate stocks to Chinese megacaps

Returning Conference Manager Nick Griffin of Munro Partners attempts to capitalise on the climate change thematic that it has declared as the biggest investment opportunity since the internet.

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November 22nd, 2021
 

Firetrail Investments stockpicker Eleanor Swanson on hunt for next success story

New Conference Manager Eleanor Swanson was instrumental in convincing the investment team at Firetrail Investments to buy into AfterPay.

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November 15th, 2021
 

The Millennial fund manager who pounded the table on Afterpay

Firetrail's rising star Eleanor Swanson was instrumental in getting the firm to back Afterpay when it was trading at just $20, winning over the senior investment managers.

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November 15th, 2021
 

‘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.

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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.

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November 5th, 2021


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