PRE TAX NTA |$3.78

Value as at close of business on 20 December 2024

 

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
 

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.

 

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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. 

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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.

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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.

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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.

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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.

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October 25th, 2021
 

Charlie Munger to headline Sohn Hearts & Minds 2021

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

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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.

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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.

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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.

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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.

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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!

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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.

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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.

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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.

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November 7th, 2020


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