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Value as at close of business on 22 November 2024

 

How to mitigate the impacts of the banking crisis on your personal portfolio

Bob Desmond, Head of Claremont Global and Conference Fund Manager recently appeared on ausbiz to discuss the current banking crisis.

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March 20th, 2023
 

How worried should Australians be about the US banking crisis?

Tribeca’s Alpha Plus Fund Manager, Jun Bei Liu, spoke with ABC News about the stability of the Australian financial market in the midst of the Silicone Valley Bank crisis. 

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March 18th, 2023
 

Jun Bei Liu is not giving up on the China reopening theme

Tribeca’s Jun Bei Liu says China’s reopening is only getting started, and names five ASX stocks set to benefit.

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March 12th, 2023
 

How Jun Bei Liu became the $1.2 billion portfolio manager she is today

Fearlessness, resilience and plain hard work: How Jun Bei Liu became the $1.2 billion portfolio manager she is today.

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March 8th, 2023
 

The World's Fastest Growing Sports League

Ed Cowan from TDM Growth Partners (Core Fund Manager) joins the Business Breakdowns Podcast to discuss the world’s fastest growing sports league, The Indian Premier League.

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March 8th, 2023
 

Case Study Highlight: The Baker Heart & Diabetes Institute

Working closely with Indigenous communities, The Baker Heart and Diabetes Institute is working to help tackle heart disease and diabetes in remote communities of Central Australia.

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March 7th, 2023
 

Invest in the Journey: Stock Story of Liberty Media

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.

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February 28th, 2023
 

UnPACing Alpha with Bob Desmond

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.

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February 24th, 2023
 

A Heart in a Box: The Gift of Life

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.

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February 21st, 2023
 

Bringing Equity and Diversity to Genomic Medicine

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. 

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February 14th, 2023
 

Why Tim Carleton is backing Carsales

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.

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January 27th, 2023
 

Claremont Global: Investment Case for Nike

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. 

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January 18th, 2023
 

TDM: Investment Case for Block

Core Fund Manager, TDM Growth Partners joins Equity Mates to discuss Block, breaking down the complex business and the investment case.

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January 11th, 2023
 

Why Transurban will always be one step ahead of inflation

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. 

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January 5th, 2023
 

Invest in the Journey: Munro Partners

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.

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December 30th, 2022
 

2Fold: Investing for Impact - Michael Traill AM

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. 

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December 9th, 2022
 

CIO Insights: Let's Recap

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.

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December 5th, 2022
 

How MONA’s David Walsh shocked our top stock pickers

Professional gambler and arts impresario David Walsh had a brutal message for successful top money managers – you may just be lucky.

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November 18th, 2022
 

Fund managers go global for top Sohn conference stock picks over Aussie companies

SH&M had before Friday’s event made more than $40m in collective donations to medical research.

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November 18th, 2022
 

Don’t rush to invest yet, fund manager tells Sohn event

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.

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November 18th, 2022
 

Fundies and billionaires party in Hobart

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.

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November 18th, 2022
 

Why Sohn’s top stock pickers want investors to play it safe

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.

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November 18th, 2022
 

Hearts racing: Rich listers rendezvous for speed-dating style stock picking

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.

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November 18th, 2022
 

Behind the mega-themes shaping top stockpickers

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.

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November 18th, 2022
 

Perpetual’s Aboud says bet on balance sheets in turbulent markets

Perpetual’s Anthony Aboud says companies with strong balance sheets will finally be rewarded for their discipline in a time of global market upheaval.

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November 17th, 2022
 

Five years on, what are the best Sohn stock picks to date?

Some of the top fund managers in the country will on Friday pitch their best investment ideas to the Sohn Hearts & Minds conference.

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November 17th, 2022
 

Low debt counts for everything, says Perpetual’s Aboud

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.

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November 17th, 2022
 

How Gerry Cardinale of RedBird Capital tries to double his money investing in sport

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.

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November 16th, 2022
 

Think outside the box for green investment opportunities

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.

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November 14th, 2022
 

Tim Carleton is backing the Aussie dream all the way

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.

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November 14th, 2022


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