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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.
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.Read Transcript
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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.
Why this fundie is betting on luxury as recession fears mount
Bob Desmond is Head of Claremont Global and Co-Portfolio Manager. He will present at the Sohn Hearts & Minds Investment Leaders Conference in Tasmania on November 18.
This fundie couldn’t be happier with her portfolio
Joyce Meng is a presenter at this year’s Sohn Hearts & Minds Investment Leaders Conference on November 18, which takes place in Hobart and aims to raise money for medical research.
Equity Mates: Ricky Sandler, Eminence Capital
Founder, CIO and CEO of Eminence Capital Ricky Sandler talks about launching the $5.7bn asset manager, changing market structures and why he's participating in the SH&M conference.
Auscap Asset Management founder sticks to a winning formula
When Auscap Asset Management founder Tim Carleton tips a stock at the Sohn Hearts & Minds conference in Hobart, he doubts it will be a name that shocks investors.
Markets to enter ‘new phase’ with hidden risks lurking, says top stock picker Peter Cooper
One of Australia's most influential fund managers warns that investment markets have entered a “new phase” that is set to test the financial system.
Why Peter Cooper can’t wait for the next 30 years on markets
The veteran fund manager says the most uncertain period of his career will deliver huge opportunities – providing his firm can stick to its system.
Why this fundie is betting big on two losing companies
Speaking to the AFR before the SH&M conference, Sandler named global on-demand ride-sharing and food delivery service Uber Technologies among his top picks, alongside real estate marketplace Zillow.
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Understanding the 4 pillar framework underpinning a high conviction strategy
Listen to episode one with Chief Investment Officer Charlie Lanchester and TDM Growth Partners Investment Team Members Ed Cowan and Fraser Christie. They share their unique investment philosophies and delve into two high conviction stocks recommended for the HM1 portfolio.
