PRE TAX NTA |$3.78

Value as at close of business on 20 December 2024

 

Phil King - Listening for opportunities

Phil King, Chief Investment Officer of Regal Funds Management (Core Fund Manager) recently joined Koda Capital's Inside the Rope podcast.

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February 19th, 2024
 

Hedge fund Munro says Nvidia, Microsoft have more to run

Kieran Moore is portfolio manager of Munro Partners Global Growth Fund. The Melbourne-based hedge fund oversees $4.3 billion in assets.

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February 15th, 2024
 

Aussie Mining Giant Skyrocketed 26% for 17 Years: What's Next?

Fraser Christie from TDM Growth Partners recently joined the Equity Mates podcast to discuss Mineral Resources Limited (MRL).

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February 8th, 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.

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February 6th, 2024
 

Designing the AI revolution - Altium

Equity Mates recently caught up with Jun Bei Liu from Tribeca Investment Partners (HM1 Core & Conference Fund Manager) to explore Altium®.

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January 28th, 2024
 

Australia Day Honours: Lorraine Berends of Qantas Super

Congratulations to our Board of Director, Lorraine Berends, who was awarded AM in the Australia Day honours.

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January 25th, 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.

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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.

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January 24th, 2024
 

January 2024 - Magellan Global Quarterly Update

In this video, Arvid Streimann and Nikki Thomas, CFA of Magellan share insights on the investment attributes that led the market in 2023 and the key thematics to watch out for in the year ahead. 

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January 23rd, 2024
 

Best funds of 2023 stick with bitcoin, big tech bets

Some of the best performing funds of 2023 are holding firm on bitcoin and mega-cap tech stock picks that made them big money last year.

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January 19th, 2024
 

Special Guest Series: Kristo Käärmann

Munro Partners' Founder & CIO Nick Griffin and Partner & Portfolio Manager Kieran Moore sit down with Kristo Käärmann, the Co-Founder and CEO of Wise.

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December 14th, 2023
 

Hall of Famer Peter Cooper talks Building and instilling a culture of humility and excellence | Cooper Investors

In this episode, our guest is the renowned investor, Peter Cooper, founder and Chief Investment Officer of Cooper Investors. 

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December 6th, 2023
 

Guzman y Gomez | Performance Update

Guzman y Gomez (GYG) held its Annual General Meeting on 30 November and provided an update on its FY24 year-to-date results.

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December 5th, 2023
 

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.

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December 5th, 2023
 

Jun Bei Liu on her high conviction investment strategy | Tribeca Investment Partners

In this episode, HM1 Chief Investment Officer Charlie Lanchester is joined by Jun Bei Liu. Jun Bei is the Portfolio Manager of Tribeca’s Alpha Plus Fund and since taking over managing the Fund, she has quadrupled AUM.

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November 28th, 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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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. 

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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.

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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.

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November 16th, 2023
 

Ashish Swarup - Invest In Snacks, Let's Get That Bread | Aikya Investment Management

Ashish Swarup, Portfolio Manager and Investment Analyst of Aikya Investment Management joins Bryce and Ren to discuss emerging markets, and two stock deep dives.

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November 15th, 2023


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