Value as at close of business on 23 February 2024
Price delay - 20mins
Phil King, Chief Investment Officer of Regal Funds Management (Core Fund Manager) recently joined Koda Capital's Inside the Rope podcast.
Kieran Moore is portfolio manager of Munro Partners Global Growth Fund. The Melbourne-based hedge fund oversees $4.3 billion in assets.
Fraser Christie from TDM Growth Partners recently joined the Equity Mates podcast to discuss Mineral Resources Limited (MRL).
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.
Equity Mates recently caught up with Jun Bei Liu from Tribeca Investment Partners (HM1 Core & Conference Fund Manager) to explore Altium®.
Congratulations to our Board of Director, Lorraine Berends, who was awarded AM in the Australia Day honours.
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.
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.
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.
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.
Munro Partners' Founder & CIO Nick Griffin and Partner & Portfolio Manager Kieran Moore sit down with Kristo Käärmann, the Co-Founder and CEO of Wise.
In this episode, our guest is the renowned investor, Peter Cooper, founder and Chief Investment Officer of Cooper Investors.
Guzman y Gomez (GYG) held its Annual General Meeting on 30 November and provided an update on its FY24 year-to-date results.
At this year's Sohn Hearts & Minds Conference, we heard from Prof Daniel MacArthur, the Director of the Centre for Population Genomics.
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.
Bryce and Ren of Equity Mates attended the Sohn Hearts & Minds Conference and reviewed the stocks pitched by our new 2023 Conference Fund Managers.
The world’s highest-profile tech investor, Cathie Wood, might be bruised but she is certainly bullish. Nor is she holding back.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Mr Samild will participate in Friday’s macro panel at the prestigious Sohn Hearts & Minds conference, along with Sheila Patel and Atul Lele.
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.
Most hedge fund managers brag about their wins and shy away from their losses – Martin Hughes is not most hedge fund managers.
Ashish Swarup, Portfolio Manager and Investment Analyst of Aikya Investment Management joins Bryce and Ren to discuss emerging markets, and two stock deep dives.
Registered Office and Share Registry Office
Hearts and Minds Investments Limited
c/- Boardroom Pty Limited
Level 8, 210 George Street
Sydney NSW 2000
Telephone: 1300 737 760 or +61 2 9290 9600
Principal Place of Business:
Suite 12.04, Level 12, Chifley Tower
2 Chifley Square
Sydney, NSW 2000
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