Influential New York hedge fund manager Ricky Sandler of Eminence Capital returns for the 2023 Sohn Hearts & Minds Conference in Sydney and says no one is focused on picking interesting, idiosyncratic stocks.

Off the back of reporting season, we have collated some feedback from our Fund Managers on some of the Australian listed companies in the HM1 portfolio.

Jun Bei Liu from Tribeca Investment Partners believes the travel industry could be the next to feel the pinch, with indications that the best times are in the rearview for Qantas and Flight Centre.

Craig is incredibly passionate about the Australian tech industry, and believes there is more opportunity today than at any point in his three-decade career. Watch the full interview here.

Munro Partners' Chief Investment Officer, Nick Griffin and Portfolio Manager Qiao Ma recently presented at the Global Growth roadshow hosted by GSFM.

Munro Partners' Chief Investment Officer, Nick Griffin recently appeared on Finding the Front podcast sharing his expertise in the world of global investing. 

Qiao Mai of Munro Partners (Core Fund Manager) shares her insights about how the mix of corporate and consumer resilience is driving earnings resilience. 

Jun Bei Liu from Tribeca Investment Partners told BBC that China's latest interest rate move is unlikely to have a major impact but does indicate the Chinese government's commitment to reviving the economy.

Investors looking to benefit from the growth in technology stocks due to the boom in AI should recognise that established companies are more likely to benefit as they have the structures to implement it.

Jun Bei Liu, Portfolio Manager of Tribeca Investment Partners (Core and Conference Fund Manager), recently featured on ausbiz to delve into the Reporting Season and provide her outlook for FY24.

Join Jessica Farr-Jones, Portfolio Manager at Regal Funds Management (HM1 Core Fund Manager), on Livewire Markets 'The Rules of Investing' podcast to hear about the world of microcaps. 

Jeremy Gibson, Portfolio Manager at Munro Partners recently featured on Livewire for his take on the macro conditions, why the glass is half full, and the opportunities the Munro team is pursuing. 

New Relic was pitched by Ricky Sandler of Eminence Capital at the 2022 Sohn Hearts & Minds Conference. You can watch his pitch here.

Bob Desmond, Head of Claremont Global recently featured on Livewire to discuss the strong performance from big tech stocks, as well as two other stocks within the consumer discretionary and healthcare sectors.

Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager), speaks with Tom Piotrowski of CommSec about the factors influencing the market and company profits ahead of reporting season.

Chief Investment Officer at Auscap Asset Management and HM1 Conference Fund Manager, Tim Carleton joins "The Rules of Investing" podcast hosted by Livewire Markets.

Core and Conference Fund Manager, Jun Bei Liu of Tribeca Investment Partners and Qiao Ma of Munro Partners (Core Fund Manager) share their views on the immense potential in both global and local markets.

In a recent podcast, GSFM's CEO Damien McIntyre and James Tsinidis of Munro Partners (Core Fund Manager) tap into investment opportunities presented by climate change and delve into Munro's Climate Change Leaders Fund. 

In this intriguing episode Magellan’s Portfolio Manager, Arvid Streimann, and Sector Head of Finance and Technology, Ryan Joyce, dive deep into the dynamic world of streaming services.

Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager) is preparing for downgrades during reporting season. 

Magellan (Core Fund Manager) has recently shared their insights on the three key factors driving stock returns, emphasising that the next 18 months will differ significantly from the past 18 months.

WEHI researchers have answered a 100-year-old question in diabetes research: can a molecule different to insulin have the same effect?

Core and Conference Fund Manager, Jun Bei Liu of Tribeca Investment Partners shares why she believes the company Johns Lyng Group is a unique and resilient investment opportunity.

The semiconductor industry is entering its fourth phase - the Artificial Intelligence  era. Over roughly 50 years, the semiconductor market has gone from a nascent industry to about the size of 500bn USD today.

Jun Bei Liu of Tribeca Investment Partners shares her insights with The Australian Financial Review on where investors can uncover hidden gems in the Australian market for potential growth and profitability. 

Despite the volatility of markets, Bob Desmond, Head of Claremont Global and Conference Fund Manager is still finding opportunities and quality companies trading at attractive prices.

Adrian Lu of Magellan (Core Fund Manager) discusses the emerging developments of Artificial Intelligence and addresses some of the key questions interested investors have.

Despite mixed investor opinions, Munro Partners (Core Fund Manager) remains a strong believer in Nvidia. They are standing firm in their investment and still consider it a solid buy. 

Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager) recently appeared on Money to discuss her insights on whether to buy, hold or sell A2 Milk shares.

Chief Investment Officer of Auscap, Tim Carleton dives deep into the current market, shedding light on some of Auscap's favoured stocks including his 2022 Conference stock pick, Carsales.