Season two is here, and first up we have 2023 Sohn Hearts & Minds Conference Fund Manager, Rikki Bannan of IFM Investors.

The magnificent seven are not the only way to play artificial intelligence, there’s money to be made in storage, energy and software.

Magellan's Gerald Stack outlines the impact of real rates and oil prices on infrastructure returns. Plus, discover two stocks that he believes can help investors get rich slowly.

Get the latest insights from Magellan on the Magnificent 7 (NVIDIA, Meta, Tesla, Amazon, Microsoft, Alphabet Inc. Apple) including profitability, fundamentals and the future.

Low rates and endless stimulus may have left investors unprepared for the difficult environment that lies ahead. Discover 12 stock picks from the experts, including some of our Core Fund Managers.

Discover why copper prices surged to $10,000 per tonne for the first time in two years, after BHP’s blockbuster bid on resources heavyweight Anglo American sparked renewed confidence in the metal.

Get Airlie's process on how to analyse any company before investing and discover some interesting companies in the resources sector.

Portfolio Manager and Partner Qiao Ma of Munro Partners joined the Talk Money To Me podcast to explore the broad-ranging effects of artificial intelligence.  You can listen below.

For more than 14 years, Magellan has invested in one of the world’s largest global payment networks—Mastercard. Here's why.

Nick Griffin’s formula for double-digit returns (plus 13 stocks Munro is backing for the long-term). With rates set to come down and AI the future of everything, growth stocks are sure to rally. 

We asked our fund managers for an update on how some of our key positions are performing off the back of the reporting season. Overall, it was a good period for the fund with some good moves to the upside. 

In this episode of Invest in the Journey, Kieran Moore of Munro Partners is joined by Munro's investment analysts to discuss the key takeaways from Q4 earning season.

Previous 2023 Conference Fund Manager, Catherine Allfrey of WaveStone Capital recently joined the Finding Alpha podcast to discuss her views post Reporting Season.

In the latest episode of Invest in the Journey, Nick Griffin of Munro Partners (Core Fund Manager) unpacks Nvidia's latest earnings results.

In a recent episode of In The Know, the team at Magellan discuss the outlook for the Semiconductor chip industry covering many stocks in HM1's portfolio including their recommended stock for our core portfolio.

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.