PRE TAX NTA |$3.41

Value as at close of business on 25 October 2024

 

ARK Founder Wood Backs Bitcoin, Banking On Spot ETF Approval

Tech investment guru Cathie Wood is still a big believer in bitcoin, so it was fitting that she chose Grayscale Bitcoin Trust as her stock pick for the 2023 Sohn Hearts & Minds Investment Leaders Conference.

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November 17th, 2023
 

‘I Know It Sounds Crazy’: Cathie Wood’s Next Big Idea

Speaking from Ark’s headquarters in Florida ahead of her appearance at the Sohn Hearts & Minds Conference on Friday, Wood says she believes disinflation is now just around the corner in the US.

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November 17th, 2023
 

Wise Share Price Could Rise 50pc By 2025, Says Munro Partners

Global growth fund manager Munro has about $4.3bn in funds under management across four global funds, and usually invests in companies that are poised to win from massive structural change.

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November 17th, 2023
 

Investors Sound Warning On Private Equity Timebomb

Institutional investors such as super and pension funds are investing in private equity at “exactly the wrong time,” a top hedge fund manager has warned, as sharply higher interest rates threaten a wave of bankruptcies.

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November 17th, 2023
 

Webster Financial ‘Avoided The Mistakes Of US Bank Failures’

The US financial sector is not without its problems but Ravi Chopra backs Webster Financial Corporation as his stock pick for the 2023 Sohn Hearts & Minds Investment Leaders Conference.

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November 17th, 2023
 

How Daniel Loeb, The Real Bobby Axelrod, Made His Wall Street Billions

When Damian Lewis, the actor who plays the ruthless hedge fund boss in the drama series Billions was looking for inspiration, he sat down with Daniel Loeb.

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November 17th, 2023
 

Cash Is King, Even For Professional Investors

The Future Fund has started preparing its $205 billion portfolio for a financial environment with higher inflation and warned other investors will need to follow its lead.

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November 17th, 2023
 

The 12 Hottest Stock Tips From This Year’s Sohn Experts

It might be time to look beyond big names. That was the message from top fund managers, company founders and super funds at the Sohn Hearts & Minds.

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November 17th, 2023
 

Future Fund Weighs Up AI Productivity Riddle

Mr Samild will participate in Friday’s macro panel at the prestigious Sohn Hearts & Minds conference, along with Sheila Patel and Atul Lele. 

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November 16th, 2023
 

The ‘Armageddon Scenario’ Worrying The Future Fund CIO

Mr Samild shared his thoughts on the bond market – which underpins the returns of other assets – ahead of his appearance at Friday’s Sohn Hearts & Minds charity conference at the Sydney Opera House.

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November 16th, 2023
 

Hedge Fund Veteran Talks Lowest Moment In Toscafund’s 23-Year Run

Most hedge fund managers brag about their wins and shy away from their losses – Martin Hughes is not most hedge fund managers.

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November 16th, 2023
 

Ashish Swarup - Invest In Snacks, Let's Get That Bread | Aikya Investment Management

Ashish Swarup, Portfolio Manager and Investment Analyst of Aikya Investment Management joins Bryce and Ren to discuss emerging markets, and two stock deep dives.

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November 15th, 2023
 

Daniel Loeb’s Wall St Hedge Fund Third Point Raises Bets On Corporate Credit Crunch

An “obsession” around balance sheet strength and debt is creating a new wave of investment bets for the influential Wall Street hedge fund run by Daniel Loeb.

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November 15th, 2023
 

Advancing Medicine Is In Daniel MacArthur’s DNA

When genomic scientist Daniel MacArthur had the opportunity to set up a new Centre for Population Genomics in Australia in 2019, he jumped at the chance to return home after 12 years living overseas.

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November 15th, 2023
 

Learn what makes a high conviction investment and how Magellan managers avoid short-term noise | Magellan

In this episode, our Core Fund Manager Magellan shares how they select top stocks for the HM1 portfolio.

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November 14th, 2023
 

Bond Bullish On Commodity Stocks, Uranium

Mining stocks are poised to rise amid tight supply for key commodities such as copper, nickel and uranium, says Terra Capital founder Jeremy Bond.

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November 13th, 2023
 

This Hedge Fund Manager Is Making A 100-Year Bet On Luxury

European leisure and luxury – a designer handbag, a last-minute flight to Monte Carlo, a stay in a five-star hotel – is where many choose to spend their hard-earned cash. For Sharif el Khazen, it’s where he makes it.

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November 13th, 2023
 

The Australian At The Centre Of Dalio’s Bridgewater – Who Loves It

The culture at Ray Dalio’s massive hedge fund has been a source of intrigue, and with a new book, controversy. Atul Lele says it’s made him a better investor.

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November 12th, 2023
 

How Munro Will Pick Its Next Stock Winner

Munro partner and portfolio manager Kieran Moore must select a single company to pitch to an audience of industry heavyweights at the prestigious Sohn Hearts & Minds conference in Sydney.

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November 12th, 2023
 

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


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