Value as at close of business on 25 October 2024
Price delay - 20mins
Listen to the latest episode of Invest in the Journey, hosted by our Core Fund Manager, Munro Partners as they take a closer look at the stock story of Liberty Media – the company that owns Formula One today.
Bob Desmond, Head of Claremont Global and Conference Fund Manager, appeared on a recent episode of the UnPACing Alpha Podcast to discuss his strategy for running concentrated portfolios.
A “heart in a box”. It sounds like an ad for Valentine’s Day chocolates. But this box contains an actual human heart which is pumping outside its original body, enabling the gift of life from one person to another.
Professor Daniel MacArthur, Director of the Centre for Population Genomics has big goals to bring equity and diversity into genomic medicine in Australia, something surprisingly inadequate presently.
Tim Carleton, Founder of Auscap Asset Management shares more insights into his 2022 Conference stock pick Carsales.com, and why he believes it has the potential to dominate the tech industry in 2023.
Equity Mates are joined by Head of Claremont Global Bob Desmond to discuss his 2022 conference pick, Nike. In the episode Bob unpacks the key metrics, the bull case and the bear case for Nike.
Core Fund Manager, TDM Growth Partners joins Equity Mates to discuss Block, breaking down the complex business and the investment case.
Loathed by motorists, but loved by investors. Transurban came under focus when Catherine Allfrey nominated the roads operator as her top pick at the recent Sohn Hearts & Minds Conference.
On a recent episode of the Invest in the Journey Podcast, Munro Partners’ Co-Founders Nick Griffin and Ronnie Calvert talk through the highs and lows experienced throughout 2022, as well as the year ahead.
HM1 Director, and Director of For Purpose Investments Michael Traill AM recently joined the 2Fold: Investing for Impact Podcast where he discussed opportunities for businesses and the not-for-profit sector to work together.
Jargon free investment insights from our Chief Investment Officer. Today's update recaps the recent Sohn Hearts & Minds Investment Leaders Conference and recent changes to the portfolio.
Professional gambler and arts impresario David Walsh had a brutal message for successful top money managers – you may just be lucky.
SH&M had before Friday’s event made more than $40m in collective donations to medical research.
Fund manager turned anti-corruption campaigner Bill Browder is advising investors to hang on to their cash until central banks stop raising interest rates and the cost of living starts to come down.
Two hundred of Australia’s best and brightest money managers, bankers and entrepreneurs toasted the seventh Sohn Hearts and Minds conference at David Walsh’s MONA.
Top global money managers are telling investors to steer clear of companies that don’t make money and invest instead in unloved but profitable businesses.
A room filled with 700 of the country’s financial luminaries and billionaires is a difficult place to pitch an investment idea but it’s a great place to raise money for charity.
These are the mega-themes the smartest minds in the market are now firmly getting behind which they believe can help them deliver outsized profits.
Perpetual’s Anthony Aboud says companies with strong balance sheets will finally be rewarded for their discipline in a time of global market upheaval.
Some of the top fund managers in the country will on Friday pitch their best investment ideas to the Sohn Hearts & Minds conference.
Perpetual’s top stock picker Anthony Aboud makes his money running against the crowd and this is why property trusts like Charter Hall are sitting right the top his list right now.
The owner of AC Milan and a host of other soccer, cricket, baseball and ice hockey assets is trying to double his money in the ‘resilient’ asset class.
James Miller, Portfolio Manager at Firetrail Investments, believes investors need to stop seeing the global decarbonisation push as a risk – and start seeing it as an opportunity.
Carleton’s conviction will be on full display on Friday when he makes his third appearance at the Sohn Hearts & Minds Conference, where stock-pickers share their best ideas in the name of medical research.
Maggie O'Neill, HM1's Head of Marketing and Operations joined Nick Griffin, CIO of Munro Partners to discuss Hearts & Minds' history, Munro Partners' involvement and Nick's upcoming stock pitch.
Bob Desmond is Head of Claremont Global and Co-Portfolio Manager. He will present at the Sohn Hearts & Minds Investment Leaders Conference in Tasmania on November 18.
Joyce Meng is a presenter at this year’s Sohn Hearts & Minds Investment Leaders Conference on November 18, which takes place in Hobart and aims to raise money for medical research.
Founder, CIO and CEO of Eminence Capital Ricky Sandler talks about launching the $5.7bn asset manager, changing market structures and why he's participating in the SH&M conference.
Munro’s Nick Griffin on why he prefers Alphabet and Amazon over Meta, shorting industrials and Chinese equities, and his top picks for the energy transition.
An increasing intransigence from authorities in Beijing toward private enterprise and harsh pandemic restrictions might be keeping some investors away, but the same factors are creating good opportunities in Chinese stocks.
