PRE TAX NTA |$3.78

Value as at close of business on 20 December 2024

 

Stock Story: ResMed

This month we take a deep dive into ResMed - one of the conference stocks within the fund that was astutely picked by Chris Kourtis of Ellerston Capital.

Read More
February 6th, 2024
 

Fowler toasts Sohn legacy

Grounds, Fowler, and Weiss set up the Australian version, the Sohn Hearts & Minds conference in 2016, with the first meeting at the Sydney Opera House.

Read More
January 25th, 2024
 

How To Master The Art Of Winning The Room

Jonathan Pease, the creative director behind the Sohn Hearts & Minds Conference and author of the book, Winning the Room, recently sat down for a chat with Mark Bouris on Straight Talk.

Read More
January 24th, 2024
 

Prof Daniel MacArthur | Sohn Hearts & Minds Conference

At this year's Sohn Hearts & Minds Conference, we heard from Prof Daniel MacArthur, the Director of the Centre for Population Genomics.

Read More
December 5th, 2023
 

Prof Michelle Simmons AO | Sohn Hearts & Minds Conference

At this year's Sohn Hearts & Minds Conference, we heard from Prof Michelle Simmons, the CEO and Founder of Silicon Quantum Computing.

Read More
December 5th, 2023
 

Prof Misty Jenkins AO | Sohn Hearts & Minds Conference

At this year's Sohn Hearts & Minds Conference, we heard from Prof Misty Jenkins. Misty is a NHMRC fellow and laboratory head of the Immunology Division at the Walter and Eliza Hall Institute.

Read More
December 5th, 2023
 

Equity Mates review the stocks pitched at the Sohn Hearts & Minds Conference

Bryce and Ren of Equity Mates attended the Sohn Hearts & Minds Conference and reviewed the stocks pitched by our new 2023 Conference Fund Managers.

Read More
November 19th, 2023
 

Why Stock Picker Cathie Wood Of ARK Can’t Stand Google

The world’s highest-profile tech investor, Cathie Wood, might be bruised but she is certainly bullish. Nor is she holding back.

Read More
November 17th, 2023
 

Hot Stocks To Ride The Next Healthcare Trends

Healthcare stocks – from sleep apnoea giant ResMed, to cancer diagnostic biotech Telix Pharmaceuticals – were recommended at the Sohn Hearts & Minds Investment Leaders Conference on Friday.

Read More
November 17th, 2023
 

ARK Founder Wood Backs Bitcoin, Banking On Spot ETF Approval

Tech investment guru Cathie Wood is still a big believer in bitcoin, so it was fitting that she chose Grayscale Bitcoin Trust as her stock pick for the 2023 Sohn Hearts & Minds Investment Leaders Conference.

Read More
November 17th, 2023
 

‘I Know It Sounds Crazy’: Cathie Wood’s Next Big Idea

Speaking from Ark’s headquarters in Florida ahead of her appearance at the Sohn Hearts & Minds Conference on Friday, Wood says she believes disinflation is now just around the corner in the US.

Read More
November 17th, 2023
 

Wise Share Price Could Rise 50pc By 2025, Says Munro Partners

Global growth fund manager Munro has about $4.3bn in funds under management across four global funds, and usually invests in companies that are poised to win from massive structural change.

Read More
November 17th, 2023
 

Investors Sound Warning On Private Equity Timebomb

Institutional investors such as super and pension funds are investing in private equity at “exactly the wrong time,” a top hedge fund manager has warned, as sharply higher interest rates threaten a wave of bankruptcies.

Read More
November 17th, 2023
 

Webster Financial ‘Avoided The Mistakes Of US Bank Failures’

The US financial sector is not without its problems but Ravi Chopra backs Webster Financial Corporation as his stock pick for the 2023 Sohn Hearts & Minds Investment Leaders Conference.

Read More
November 17th, 2023
 

How Daniel Loeb, The Real Bobby Axelrod, Made His Wall Street Billions

When Damian Lewis, the actor who plays the ruthless hedge fund boss in the drama series Billions was looking for inspiration, he sat down with Daniel Loeb.

Read More
November 17th, 2023
 

Cash Is King, Even For Professional Investors

The Future Fund has started preparing its $205 billion portfolio for a financial environment with higher inflation and warned other investors will need to follow its lead.

Read More
November 17th, 2023
 

The 12 Hottest Stock Tips From This Year’s Sohn Experts

It might be time to look beyond big names. That was the message from top fund managers, company founders and super funds at the Sohn Hearts & Minds.

Read More
November 17th, 2023
 

Future Fund Weighs Up AI Productivity Riddle

Mr Samild will participate in Friday’s macro panel at the prestigious Sohn Hearts & Minds conference, along with Sheila Patel and Atul Lele. 

Read More
November 16th, 2023
 

The ‘Armageddon Scenario’ Worrying The Future Fund CIO

Mr Samild shared his thoughts on the bond market – which underpins the returns of other assets – ahead of his appearance at Friday’s Sohn Hearts & Minds charity conference at the Sydney Opera House.

Read More
November 16th, 2023
 

Hedge Fund Veteran Talks Lowest Moment In Toscafund’s 23-Year Run

Most hedge fund managers brag about their wins and shy away from their losses – Martin Hughes is not most hedge fund managers.

Read More
November 16th, 2023
 

Daniel Loeb’s Wall St Hedge Fund Third Point Raises Bets On Corporate Credit Crunch

An “obsession” around balance sheet strength and debt is creating a new wave of investment bets for the influential Wall Street hedge fund run by Daniel Loeb.

Read More
November 15th, 2023
 

Advancing Medicine Is In Daniel MacArthur’s DNA

When genomic scientist Daniel MacArthur had the opportunity to set up a new Centre for Population Genomics in Australia in 2019, he jumped at the chance to return home after 12 years living overseas.

Read More
November 15th, 2023
 

Bond Bullish On Commodity Stocks, Uranium

Mining stocks are poised to rise amid tight supply for key commodities such as copper, nickel and uranium, says Terra Capital founder Jeremy Bond.

Read More
November 13th, 2023
 

This Hedge Fund Manager Is Making A 100-Year Bet On Luxury

European leisure and luxury – a designer handbag, a last-minute flight to Monte Carlo, a stay in a five-star hotel – is where many choose to spend their hard-earned cash. For Sharif el Khazen, it’s where he makes it.

Read More
November 13th, 2023
 

The Australian At The Centre Of Dalio’s Bridgewater – Who Loves It

The culture at Ray Dalio’s massive hedge fund has been a source of intrigue, and with a new book, controversy. Atul Lele says it’s made him a better investor.

Read More
November 12th, 2023
 

How Munro Will Pick Its Next Stock Winner

Munro partner and portfolio manager Kieran Moore must select a single company to pitch to an audience of industry heavyweights at the prestigious Sohn Hearts & Minds conference in Sydney.

Read More
November 12th, 2023
 

Meet The Goldman Sachs Legend Shaking Up Venture Capital

Sheila Patel says it was time for the venture capital sector to “grow up” and higher rates will help do that job. VC firms need to think differently about how they invest.

Read More
November 10th, 2023
 

Big thinkers in hunt for brain cancer cure

“Brain cancer is rare, but for people who do get it the prognosis is not good,” Assistant Professor Jenkins tells The Australian.

Read More
November 10th, 2023
 

Tom Naughton - There's Money In Mi Goreng | Prusik Investment

Tom Naughton is Managing Partner and CIO at Prusik Investment. In this episode, he chats to Equity Mates ahead of his appearance at the 2023 Sohn Hearts and Minds Conference.

Read More
November 8th, 2023
 

Why Chris Kourtis just bought CSL and ResMed

A true contrarian investor, Chris Kourtis can find himself sounding a lot like a bull when in the company of bears, and there’s a lot to be bearish about at the moment.

Read More
November 6th, 2023


Recent Posts

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