PRE TAX NTA |$3.41

Value as at close of business on 25 October 2024

 

Secret to a long life cheaper than you think celebrity physician Peter Attia reveals

Don't miss Dr Peter Attia who will speak at the Sohn Hearts & Minds Conference at the Sydney Opera House next month.

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October 6th, 2023
 

A Heart in a Box: The Gift of Life

A “heart in a box”. It sounds like an ad for Valentine’s Day chocolates. But this box contains an actual human heart which is pumping outside its original body, enabling the gift of life from one person to another.

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February 21st, 2023
 

Why Transurban will always be one step ahead of inflation

Loathed by motorists, but loved by investors. Transurban came under focus when Catherine Allfrey nominated the roads operator as her top pick at the recent Sohn Hearts & Minds Conference. 

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January 5th, 2023
 

How MONA’s David Walsh shocked our top stock pickers

Professional gambler and arts impresario David Walsh had a brutal message for successful top money managers – you may just be lucky.

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November 18th, 2022
 

Fund managers go global for top Sohn conference stock picks over Aussie companies

SH&M had before Friday’s event made more than $40m in collective donations to medical research.

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November 18th, 2022
 

Don’t rush to invest yet, fund manager tells Sohn event

Fund manager turned anti-corruption campaigner Bill Browder is advising investors to hang on to their cash until central banks stop raising interest rates and the cost of living starts to come down.

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November 18th, 2022
 

Fundies and billionaires party in Hobart

Two hundred of Australia’s best and brightest money managers, bankers and entrepreneurs toasted the seventh Sohn Hearts and Minds conference at David Walsh’s MONA.

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November 18th, 2022
 

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


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