PRE TAX NTA |$3.71

Value as at close of business on 13 December 2024

 

What stock will Sohn’s top picker choose next?

On November 18, Griffin – with $4.7bn under management at Munro Partners – heads to Hobart for this year’s face-to-face pitch to investors on his 2023 pick.

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October 4th, 2022
 

CIO Insights: The Business of Sport

Jargon free investment insights from our Chief Investment Officer. Today's update looks at the Business of Sport which will be discussed at the upcoming Sohn Hearts & Minds Conference and news dominating business channels.

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September 30th, 2022
 

Why this fundie doesn’t fear the Fed

In an article with AFR, James Miller of Firetrail Investments and 2022 Conference Manager goes into the US equity market correction and the stocks he’s looking to snatch up as well as steer clear of.

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September 29th, 2022
 

Equity Mates: Tim Carleton, Auscap Asset Management

Tim Carleton, founder of Auscap Asset Management and 2022 Conference Fund Manager sat down with Equity Mates to discuss his investment philosophy and what makes a great Australian company.

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September 29th, 2022
 

Phil King's top themes and some stock ideas to play them

Energy is a standout theme for Phil King, Chief Investment Officer of Regal Funds Management, who believes demand for natural resources will remain strong for years to come.

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September 19th, 2022
 

How venture capital and star power built one of sport’s hot new brands

When investor Kara Nortman and actor Natalie Portman decided to start a soccer team, they created a brand that has grabbed the sporting world’s attention.

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September 17th, 2022
 

‘Recession-proof’: Investment giants eye sport as an asset class

Sporting teams are becoming serious investments for billion-dollar global firms, as private equity funds eye off the sector’s growth potential and resilience to economic slumps.

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September 17th, 2022
 

Conservative Australian sports leagues are ‘letting investment opportunities pass them’

Australia’s sports leagues need to be more open to private equity investment or risk falling behind.

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September 17th, 2022
 

Talking Tech: Matt Berriman, Founder of RealVC

Matt Berriman, founder of RealVC and ‘The Business of Sport’ panellist at 2022 Sohn Hearts & Minds Conference discusses his entrepreneurial learnings and the parallels between sports and business.

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September 16th, 2022
 

VCCRI: 'Heart in a Box'

An Australian method of preserving donated hearts has boosted the number of successful transplants across the world, with new research demonstrating similar survival rates to traditional transplants.

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September 6th, 2022
 

VCCRI & Baker Institute: Why exercise is vital for heart health

VCCRI's Jason Kovacic and Baker Institute’s Andre La Gerche delve into the inner workings of elite athletes’ hearts and what this means for the general population.

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September 6th, 2022
 

Airlie National Roadshow 2022: Beware the dominant narrative

Airlie Funds Management held their National Roadshow where Portfolio Manager Emma Fisher discussed the pockets of value to be found in the market that investors often miss.

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September 6th, 2022
 

Airlie: It’s time to get ‘uncomfortable’ on Aussie stocks

Emma Fisher, previous Conference Manager and Portfolio Manager at Airlie Funds Management shares why it’s time to get ‘uncomfortable’ on Aussie stocks and go against the dominant market narrative.

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September 6th, 2022
 

Tribeca's reporting season 'hit' list

Jun Bei Liu of Tribeca Investment Partners discusses her overall impression of company earnings off the back of the recent reporting season and why looking ahead, corporates seem to be in good shape.

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September 5th, 2022
 

CIO Insights: Ready for lift-off

Jargon free investment insights from our Chief Investment Officer. Today's update looks at some of the biggest issues facing investment markets right now and the upcoming Sohn Hearts & Minds Conference.

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September 5th, 2022
 

WEHI: Say Hi to the life-saving impact of medical research discoveries

HM1 beneficiary Walter and Eliza Hall Institute recently released a video dedicated to the life-saving impact of long-term medical research discoveries.

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September 1st, 2022
 

The Global View: Volatility delivering the goods for stock pickers

Debuting at this year's Conference, Head of Claremont Global Bob Desmond talks about the investment opportunities presented by the current market volatility.

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August 31st, 2022
 

Putin critic and author Bill Browder to headline Sohn investor conference

Bill Browder, one of Putin's fiercest critics, the founder of Hermitage Capital and the man behind the Magnitsky Law, will headline this year's Sohn Hearts & Minds investor conference.

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August 31st, 2022
 

Sohn Hearts & Minds looks beyond tech ahead of Hobart event

Keynote speaker Bill Browder is the former Hermitage Capital hedge fund manager who has lobbied governments to black-list senior Russian officials attempting to shift their assets offshore.

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August 31st, 2022
 

‘Putin’s number one foreign enemy’ to address Aussie finance event

Bill Browder, who is viewed as a key enemy of Russia’s government will address Australian investors on the war in Ukraine at this year’s Sohn Hearts & Minds conference.

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August 31st, 2022
 

VCCRI: How does space travel affect the human body?

Professor Jason Kovacic from Victor Chang Cardiac Research Institute explains how deep space travel impacts the human body and heart health.

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August 29th, 2022
 

Airlie: Why Emma Fisher is uncharacteristically 'glass half-empty' on the ASX

Emma Fisher talks about market cycles and why her outlook on the roll-off from peak inflation is uncharacteristically pessimistic.

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August 26th, 2022
 

Munro: 3 factors that shape whether we are at the bottom yet

Chief Investment Officer of Munro Partners Nick Griffin believes there are three important factors that must be considered in determining whether market bottom has been reached.

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August 24th, 2022
 

Cerebral Palsy Alliance: Changing the GAME

A research team at Cerebral Palsy Alliance is working to develop a world-first, early-intervention therapy approach for infants with cerebral palsy called ‘GAME’ (Goals, Activity, Motor Enrichment).

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August 24th, 2022
 

Auscap: The high quality retailer trading at a bargain

2022 Conference Fund Manager Tim Carleton of Auscap Asset Management explains why Nick Scali ('NCK') is one of the highest conviction stocks in his portfolio.

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August 23rd, 2022
 

Howard Marks: More reasons for offensive rather than defensive investing right now

Howard Marks shares his thoughts on how investors should think about risk as he balances the arguments for and against taking a defensive approach.

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August 19th, 2022
 

Jun Bei Liu: A defensive staple trading at an attractive discount

Jun Bei Liu of Tribeca Investment Partners discusses her 2020 Sohn Hearts & Minds Conference pick Treasury Wine (‘TWE’) and her broader outlook for the company and its sector.

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August 18th, 2022
 

The Australian Investors Podcast: Nick Griffin

Chief Investment Officer of Munro Partners and 2022 Conference Fund Manager Nick Griffin speaks about his investment philosophy, Munro's Areas of Interest and the impact of geopolitical tensions.

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August 17th, 2022
 

Invest in the Journey: Inflation Reduction Act

Munro Partners’ Responsible Investment Manager Mike Harut and Partner, Portfolio Manager and Climate Co-Lead James Tsinidis discuss investment tailwinds created by the US Inflation Reduction Act.

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August 15th, 2022
 

Scaling Up: Rent the Runway

Co-Founder and CEO of Rent the Runway (‘RENT’) Jennifer Hyman shares the scaling challenges of creating a closet in the cloud for over 2.5 million American women.

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August 10th, 2022


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