PRE TAX NTA |$3.71

Value as at close of business on 13 December 2024

 

Special Guest Series: Kristo Käärmann

Munro Partners' Founder & CIO Nick Griffin and Partner & Portfolio Manager Kieran Moore sit down with Kristo Käärmann, the Co-Founder and CEO of Wise.

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December 14th, 2023
 

Hall of Famer Peter Cooper talks Building and instilling a culture of humility and excellence | Cooper Investors

In this episode, our guest is the renowned investor, Peter Cooper, founder and Chief Investment Officer of Cooper Investors. 

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December 6th, 2023
 

Guzman y Gomez | Performance Update

Guzman y Gomez (GYG) held its Annual General Meeting on 30 November and provided an update on its FY24 year-to-date results.

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December 5th, 2023
 

Prof Daniel MacArthur | Sohn Hearts & Minds Conference

At this year's Sohn Hearts & Minds Conference, we heard from Prof Daniel MacArthur, the Director of the Centre for Population Genomics.

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December 5th, 2023
 

Prof Michelle Simmons AO | Sohn Hearts & Minds Conference

At this year's Sohn Hearts & Minds Conference, we heard from Prof Michelle Simmons, the CEO and Founder of Silicon Quantum Computing.

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December 5th, 2023
 

Prof Misty Jenkins AO | Sohn Hearts & Minds Conference

At this year's Sohn Hearts & Minds Conference, we heard from Prof Misty Jenkins. Misty is a NHMRC fellow and laboratory head of the Immunology Division at the Walter and Eliza Hall Institute.

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December 5th, 2023
 

Is dementia truly preventable?

In this NeuRA Talk, Professor Kaarin Anstey, Dr Nikki-Anne Wilson and Dr Bill Brooks are joined by Executive Director of Professional Services, Carole Renouf to answer the question: Is dementia truly preventable? 

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December 4th, 2023
 

Jun Bei Liu on her high conviction investment strategy | Tribeca Investment Partners

In this episode, HM1 Chief Investment Officer Charlie Lanchester is joined by Jun Bei Liu. Jun Bei is the Portfolio Manager of Tribeca’s Alpha Plus Fund and since taking over managing the Fund, she has quadrupled AUM.

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November 28th, 2023
 

Discover the world of rare genetic disease research with Associate Professor Gina Ravenscroft | Harry Perkins

In this episode, we speak to Associate Professor Gina Ravenscroft. Gina is an Associate Professor in Neurogenetics at the Harry Perkins Institute of Medical Research in Perth.

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November 21st, 2023
 

Equity Mates review the stocks pitched at the Sohn Hearts & Minds Conference

Bryce and Ren of Equity Mates attended the Sohn Hearts & Minds Conference and reviewed the stocks pitched by our new 2023 Conference Fund Managers.

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November 19th, 2023
 

Why Stock Picker Cathie Wood Of ARK Can’t Stand Google

The world’s highest-profile tech investor, Cathie Wood, might be bruised but she is certainly bullish. Nor is she holding back.

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November 17th, 2023
 

Hot Stocks To Ride The Next Healthcare Trends

Healthcare stocks – from sleep apnoea giant ResMed, to cancer diagnostic biotech Telix Pharmaceuticals – were recommended at the Sohn Hearts & Minds Investment Leaders Conference on Friday.

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November 17th, 2023
 

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


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