PRE TAX NTA |$3.41

Value as at close of business on 25 October 2024

 

Meet the 2024 Conference Managers

Following a global search, the Conference Fund Manager Selection Committee is pleased to share eleven new managers for 2024. 

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October 22nd, 2024
 

Sumit Gautam - Why AI won't deliver in 2025 | Scalar Gauge

Sumit Gautam is the Founder of Scalar Gauge and speaks with Equity Mates ahead of his appearance at the Sohn Hearts & Minds conference.

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October 8th, 2024
 

Missed out on Nvidia and Ozempic? This fundie says it’s never too late

Northcape Capital’s Fleur Wright is still kicking herself for not owning market darlings Nvidia and Novo Nordisk, the maker of the weight loss wonder drug Ozempic, before shares of those companies rocketed in 2023.

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September 30th, 2024
 

Exploring Asian Market Potential with Tom Naughton of Prusik Investment Management

In this episode of the Hearts & Minds Podcast, CIO Charlie Lancaster sits down with Tom Naughton, CIO of Prusik Investment Management.

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September 24th, 2024
 

Scalar Gauge Fund founder Sumit Gautam cautious about over-hyped AI

Tech investor Sumit Gautam carefully avoids the word bubble when describing the investor frenzy surrounding the rise of artificial intelligence, but warns there are dangers of getting caught up in the hype.

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September 23rd, 2024
 

With Purpose podcast with Michael Traill

Tune in to hear from Michael Traill AM, Executive Director of For Purpose Investment Partners, Chair of the Paul Ramsay Foundation, and HM1 Board Director.

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September 16th, 2024
 

The Wellcome Trust’s Nick Moakes made a 100-year bet. It’s paying off

Chief Investment Officer, Nick Moakes raised almost $3 billion at ultra-low rates. Sometimes the long view can be the most profitable.

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September 9th, 2024
 

Exploring HM1 Top Stocks: Key Insights from Reporting Season

We have just come to the end of reporting season and the fund managers of our major portfolio holdings gave us their insights into the latest results of our key holdings.  

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September 6th, 2024
 

Why Howard Marks says you’re making a big mistake

Howard Marks says investors must ignore manic depressive markets and focus on the bigger picture. Rates will be higher for longer and that will bring pain – and opportunity.

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September 5th, 2024
 

Honesty the only policy that matters, says Wellcome Trust’s Nicholas Moakes

The chief investment officer of the London-based $71bn Wellcome Trust, Nick Moakes, has a simple rule for the trust’s investment team: “Never invest with anyone who is or has been or should have been in prison.”

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September 5th, 2024
 

Building Hearts and Minds with Co-Founders Matthew Grounds and Guy Fowler

In this episode, co-founders Matthew Grounds AM and Guy Fowler OAM discuss their journey in building Hearts & Minds and its philanthropic model that has donated nearly $70 million to medical research.

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September 4th, 2024
 

Masters in Business: Ricky Sandler

Ricky Sandler, Chief Investment Officer and Founder of the $7B Eminence Capital joined Bloomberg's podcast Masters in Business to share his latest thoughts and strategies. 

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August 23rd, 2024
 

Here’s how this climate fund smashed the market

The Australian Financial Review spoke to James Tsinidis, co-portfolio manager of Munro Partners Climate Change Leaders Fund. 

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August 8th, 2024
 

From Resilient Retailers to Struggling Brands

Tune in for a consumer sector deep dive with the Magellan team for more insights on retail giants like Costco and Amazon and iconic brands like Nike and Estee Lauder.

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July 29th, 2024
 

Investors ‘comfortable’ about a Trump presidency, despite volatility

Economists and market experts say the outcome of the US presidential election has been largely priced in by investors as softening inflation helps to buoy sharemarkets both globally and locally.

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July 21st, 2024
 

Buy Hold Sell: 5 mispriced growth stocks

Livewire Market's Ally Selby sits down with Alex Pollak of Loftus Peak and Alan Pullen of Magellan to discuss if there is any value left on offer among the world's greatest growth stocks.

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July 19th, 2024
 

Investors chasing the rally should get ready for an ‘upswing’

Investing over the next six months will be difficult as we go through the final stages of the slowdown, but this is the time when you can also find stocks that are not yet priced for an improving backdrop in the bargain bin.

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July 7th, 2024
 

Navigating the Resource Sector with Jeremy Bond of Terra Capital

In this episode, we chat with Jeremy Bond, Founder of Terra Capital and HM1 Conference Fund Manager. Tune in for insights into the world of resource investments and the exciting opportunities that lie ahead.

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June 25th, 2024
 

Nvidia became the biggest company in the world. Now what?

Now that Nvidia has reached the milestone of becoming the biggest company in the world, what does its future hold? 

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June 19th, 2024
 

Nine stocks to buy and hold forever

The younger the investor, the more time they have to earn life-changing capital gains by staying invested in the market over the long term.

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June 11th, 2024
 

Unlocking Potential: Prof. Nadia Badawi on Cerebral Palsy Breakthroughs and Neonatal Care

Dive deep into the groundbreaking work of Professor Nadia Badawi, an internationally recognised neonatologist and expert in Cerebral Palsy.

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June 11th, 2024
 

What's next for Guzman y Gomez?

Equity Mates recently spoke with Guzman y Gomez co-CEOs Steven Marks and Hilton Brett to talk about what next for the Mexican quick service restaurant giant now that they have joined the ASX.

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June 2nd, 2024
 

The AI bulls are sticking to Nvidia despite 600pc share price rally

Nvidia’s quarterly earnings once again exceeded analysts’ expectations and Portfolio Manager, Qiao Ma of Munro Partners says the rise is “nowhere close to being over”.  

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May 28th, 2024
 

Investment Insights: Rikki Bannan on Top Picks and Trends

Season two is here, and first up we have 2023 Sohn Hearts & Minds Conference Fund Manager, Rikki Bannan of IFM Investors.

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May 28th, 2024
 

These stocks are primed for ‘tectonic-sized’ tailwinds

The magnificent seven are not the only way to play artificial intelligence, there’s money to be made in storage, energy and software.

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May 19th, 2024
 

The asset class that outperforms when the economy doesn't

Magellan's Gerald Stack outlines the impact of real rates and oil prices on infrastructure returns. Plus, discover two stocks that he believes can help investors get rich slowly.

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May 15th, 2024
 

Magellan decode the Magnificent Seven

Get the latest insights from Magellan on the Magnificent 7 (NVIDIA, Meta, Tesla, Amazon, Microsoft, Alphabet Inc. Apple) including profitability, fundamentals and the future.

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April 30th, 2024
 

12 stock picks for a tough investing environment

Low rates and endless stimulus may have left investors unprepared for the difficult environment that lies ahead. Discover 12 stock picks from the experts, including some of our Core Fund Managers.

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April 26th, 2024
 

Copper hits $US10,000 as BHP’s bid releases the bulls

Discover why copper prices surged to $10,000 per tonne for the first time in two years, after BHP’s blockbuster bid on resources heavyweight Anglo American sparked renewed confidence in the metal.

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April 26th, 2024
 

Expert: Joe Wright – Three ways to invest in resources

Get Airlie's process on how to analyse any company before investing and discover some interesting companies in the resources sector.

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April 12th, 2024


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