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Value as at close of business on 6 December 2024

 

Meet The Goldman Sachs Legend Shaking Up Venture Capital

Sheila Patel says it was time for the venture capital sector to “grow up” and higher rates will help do that job. VC firms need to think differently about how they invest.

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November 10th, 2023
 

Big thinkers in hunt for brain cancer cure

“Brain cancer is rare, but for people who do get it the prognosis is not good,” Assistant Professor Jenkins tells The Australian.

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November 10th, 2023
 

Tom Naughton - There's Money In Mi Goreng | Prusik Investment

Tom Naughton is Managing Partner and CIO at Prusik Investment. In this episode, he chats to Equity Mates ahead of his appearance at the 2023 Sohn Hearts and Minds Conference.

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November 8th, 2023
 

Delve into the world of kids critical care and trauma research with Dr. Marino Festa | Kids Critical Care Research

In thie episode, we are joined by Dr. Marino Festa, or Rino for short. He is the Medical Director of NSW Kids ECMO Referral Service and a senior specialist in Paediatric Intensive Care at Children’s Hospital at Westmead.

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November 7th, 2023
 

Genomic medicine the future of health?

DNA sequences may well hold the secrets to better health. Profound changes in the practice of medicine are underway, being driven by rapid developments in several fields, particularly in genomics.

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November 6th, 2023
 

Why Chris Kourtis just bought CSL and ResMed

A true contrarian investor, Chris Kourtis can find himself sounding a lot like a bull when in the company of bears, and there’s a lot to be bearish about at the moment.

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November 6th, 2023
 

Five Secrets To Delivering The Perfect Pitch

Australia’s best stock pickers have just eight minutes to convince the country’s top money managers they have found an investment gem that the market has overlooked.

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November 5th, 2023
 

Paradice and Lew on their love of medical research – and Greece

Solomon Lew, the billionaire retailer, has known David Paradice, the high-profile fund managers, for years. Beyond investing, they share a common interest in medical research – and holidaying in Greece.

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November 3rd, 2023
 

Meet the 2023 Conference Managers

Following a rigorous global search, the Conference Fund Manager Selection Committee is pleased to share ten new managers for 2023. 

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November 2nd, 2023
 

Nine stock picks from some of Australia’s biggest fund managers

From garbage collection to race car manufacturing, nine fund managers at some of Australia’s largest investment firms have given their best stock picks for investors looking over the long term.

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November 1st, 2023
 

Where Regal's Phil King is searching for opportunities | Regal Funds

In this conversation with HM1's CIO, Charlie Lanchester, talks to Phil King of Regal Funds about his passion for stocks, his ongoing search for opportunities, and some of the sectors he’s excited by right now. 

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October 31st, 2023
 

Top fundies name 14 stock picks for the running of the Golden Bull

Top fund managers are coming together for the Australian Fund Manager Awards stock-picking competition, the Calcutta. Among these fund managers are some of our experts within the HM1 network.

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October 27th, 2023
 

Remarkable double breakthrough preventing recurrent miscarriages and birth defects | Victor Chang Cardiac Research Institute

In this episode, CEO Paul Rayson is joined by renowned biomedical researcher Professor Sally Dunwoodie.

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October 24th, 2023
 

Dan Loeb to headline Sohn Hearts & Minds

Famed hedge fund manager Dan Loeb has been named as one of the headline acts for next month’s Sohn Hearts & Minds philanthropic investment conference to be held in Sydney.

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October 23rd, 2023
 

Regal’s Phil King expects one sector to stand tall as cost pressures rise

The sector that has long been favoured by King remains an area of focus: “And in fact, I think I will get more bullish over the next few years,” he said.

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October 23rd, 2023
 

US Bank Run Has Slowed To A Walk, But Instability Remains

When Ravi Chopra reveals his stock pick at the prestigious Sohn Hearts & Minds conference at the Opera House in Sydney next month, it could well be a short bet on a US bank.

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October 23rd, 2023
 

Two small caps: Propel Funeral Services (ASX: PFP) and Clarity Pharmaceuticals (ASX: CU6)

Get to know our 2023 Conference Fund Manager Rikki Bannan of IFM Investors who recently featured on the Equity Mates Media podcast. 

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October 18th, 2023
 

Buy Hold Sell: 3 stalwart stocks (and 2 that no longer make the grade)

2022 Sohn Hearts & Minds Investment Leaders Conference Fund Managers - Catherine Allfrey and Anthony Aboud join Livewire Markets for a Buy Hold Sell episode. 

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October 17th, 2023
 

Munro Partners | Nick Griffin on how he finds global winners

In this episode, CIO Charlie Lanchester chats with Nick Griffin, the founding partner and CIO of Munro Partners, one of HM1's Core Fund Managers. 

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October 17th, 2023
 

How this hedge fund pulled off 2023’s ‘big short’

Last year, Ravi Chopra was travelling through Europe to shop his latest short idea to potential investors. “Financials are really all in the weeds,” he told The Australian Financial Review in an interview from New York. 

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October 16th, 2023
 

Beware the pitfalls of investing in healthcare, says IFM boss

“Healthcare is often viewed as a stable, defensive sector to invest in, but in small caps that hasn’t necessarily proven to be the case,” she says in an interview ahead of her appearance at the Sohn Hearts & Minds Conference 2023.

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October 10th, 2023
 

WEHI | Learn how A/Prof Matt Call is teaching our body to kill cancer

In this episode, CEO Paul Rayson is joined by WEHI’s Associate Professor Matt Call to talk about his incredible research. Matt’s team teaches and trains the body's own immune cells to target and kill cancer cells. 

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October 10th, 2023
 

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
 

Brookfield Corporation

CEO Bruce Flatt alongside the management team are by far the largest shareholders and have taken Brookfield from a struggling conglomerate in the 1990s into an investment powerhouse with a value investing framework largely focused on real assets.

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October 5th, 2023
 

TDM Growth Partners | Understanding the 4 pillar framework underpinning a high conviction strategy

Listen to episode one with CIO Charlie Lanchester and TDM Growth Partners Investment Team Members Ed Cowan and Fraser Christie. 

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October 3rd, 2023
 

WA scientists win Hearts and Minds

We’re excited to announce that we have made our first donation to a beneficiary in Western Australia, Harry Perkins Institute of Medical Research. Read their media release here.

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October 3rd, 2023
 

Tribeca Investment Partners' Liu on Global Markets

Jun Bei Liu, Portfolio Manager at Tribeca Investment Partners recently appeared on Bloomberg to discuss her outlook and investment strategies for global markets ahead of China's golden week.

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September 25th, 2023
 

‘Volatility is opportunity’: why this manager loves shorting stocks

Angela Aldrich of Bayberry Capital Partners LP bet against Treasury Wine Estates at the top of the market and now she's preparing to make her next big call at this year's Sohn Hearts & Minds Conference.

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September 18th, 2023
 

Bob Desmond names his "forever" stock

Bob Desmond, Head of Claremont Global and Conference Fund Manager recently featured on Livewire Markets' 'The Rules of Investing' podcast to discuss quality growth and one stock he would love to own forever.

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September 15th, 2023
 

Top fund managers share 11 stock picks for the long term

After a dramatic earnings season, fund managers, including Jessica Farr-Jones of Regal Funds and Kieran Moore of Munro Partners (HM1 Core Fund Managers), have shared some of their top picks for long-term growth.

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September 15th, 2023


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