Value as at close of business on 25 October 2024
Price delay - 20mins
Matt Berriman, founder of RealVC and ‘The Business of Sport’ panellist at 2022 Sohn Hearts & Minds Conference discusses his entrepreneurial learnings and the parallels between sports and business.
An Australian method of preserving donated hearts has boosted the number of successful transplants across the world, with new research demonstrating similar survival rates to traditional transplants.
VCCRI's Jason Kovacic and Baker Institute’s Andre La Gerche delve into the inner workings of elite athletes’ hearts and what this means for the general population.
Airlie Funds Management held their National Roadshow where Portfolio Manager Emma Fisher discussed the pockets of value to be found in the market that investors often miss.
Emma Fisher, previous Conference Manager and Portfolio Manager at Airlie Funds Management shares why it’s time to get ‘uncomfortable’ on Aussie stocks and go against the dominant market narrative.
Jun Bei Liu of Tribeca Investment Partners discusses her overall impression of company earnings off the back of the recent reporting season and why looking ahead, corporates seem to be in good shape.
Jargon free investment insights from our Chief Investment Officer. Today's update looks at some of the biggest issues facing investment markets right now and the upcoming Sohn Hearts & Minds Conference.
HM1 beneficiary Walter and Eliza Hall Institute recently released a video dedicated to the life-saving impact of long-term medical research discoveries.
Debuting at this year's Conference, Head of Claremont Global Bob Desmond talks about the investment opportunities presented by the current market volatility.
Bill Browder, one of Putin's fiercest critics, the founder of Hermitage Capital and the man behind the Magnitsky Law, will headline this year's Sohn Hearts & Minds investor conference.
Keynote speaker Bill Browder is the former Hermitage Capital hedge fund manager who has lobbied governments to black-list senior Russian officials attempting to shift their assets offshore.
Bill Browder, who is viewed as a key enemy of Russia’s government will address Australian investors on the war in Ukraine at this year’s Sohn Hearts & Minds conference.
Professor Jason Kovacic from Victor Chang Cardiac Research Institute explains how deep space travel impacts the human body and heart health.
Emma Fisher talks about market cycles and why her outlook on the roll-off from peak inflation is uncharacteristically pessimistic.
Chief Investment Officer of Munro Partners Nick Griffin believes there are three important factors that must be considered in determining whether market bottom has been reached.
A research team at Cerebral Palsy Alliance is working to develop a world-first, early-intervention therapy approach for infants with cerebral palsy called ‘GAME’ (Goals, Activity, Motor Enrichment).
2022 Conference Fund Manager Tim Carleton of Auscap Asset Management explains why Nick Scali ('NCK') is one of the highest conviction stocks in his portfolio.
Howard Marks shares his thoughts on how investors should think about risk as he balances the arguments for and against taking a defensive approach.
Jun Bei Liu of Tribeca Investment Partners discusses her 2020 Sohn Hearts & Minds Conference pick Treasury Wine (‘TWE’) and her broader outlook for the company and its sector.
Chief Investment Officer of Munro Partners and 2022 Conference Fund Manager Nick Griffin speaks about his investment philosophy, Munro's Areas of Interest and the impact of geopolitical tensions.
Munro Partners’ Responsible Investment Manager Mike Harut and Partner, Portfolio Manager and Climate Co-Lead James Tsinidis discuss investment tailwinds created by the US Inflation Reduction Act.
Co-Founder and CEO of Rent the Runway (‘RENT’) Jennifer Hyman shares the scaling challenges of creating a closet in the cloud for over 2.5 million American women.
Australia’s first clinical trial to potentially identify pregnant women at risk of recurrent miscarriages or having a baby with birth defects is currently underway.
Jeremy Gibson, Partner and Portfolio Manager at Munro Partners, delves into where the portfolio is currently positioned in addition to his outlook for the months and years ahead.
The Florey investigates how a previously underappreciated cell type potentially contributes to the progressive loss of motor neurons in Motor Neurone Disease (MND).
Previous Conference Manager Jun Bei Liu of Tribeca Investment Partners explores some of the dominant themes shaping the upcoming reporting season.
Munro Partners shares their thoughts on a company they believe has a very sustainable earnings growth trajectory ahead due to the beginning of a new era within the high performance computing sector.
Core Fund Manager TDM Growth Partners recently held a panel tackling what fast growing companies can learn from high performance sporting teams.
Howard Marks, Co-Founder of Oaktree Capital, argues in his latest memo that investors must depart from the pack in order to earn above average returns, even if this carries with it risk of being incorrect.
Jargon free investment insights from our Chief Investment Officer. Today's update looks at disruption and transition in the market cycle.