Value as at close of business on 27 December 2024
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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.
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.
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.
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.
The veteran fund manager says the most uncertain period of his career will deliver huge opportunities – providing his firm can stick to its system.
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.
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.
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.
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.
Bob Desmond is making his first appearance at the 2022 Sohn Hearts & Minds Conference.
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.
Catherine Allfrey of WaveStone Capital will be speaking at this year's Sohn Hearts & Minds Conference in Hobart, raising funds for medical research.
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.
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.
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.
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.
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.
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.
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.
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.
Australia’s sports leagues need to be more open to private equity investment or risk falling behind.
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.
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.
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.
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.
Firstlinks gives the highlights from Charlie Munger and a summary of the selected stocks at the annual Sohn Hearts & Minds Conference.
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.
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.
Hamish Corlett is the only stock picker in the history of the Sohn Hearts & Minds Investment Conference to pitch exactly the same company twice.
Leading fund managers reveal their top stock picks for the year ahead at the Sohn Hearts & Minds Conference. Read The Australian live coverage.