Equity Mates: Ricky Sandler, Eminence Capital

November 2, 2022

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.

Read Transcript

Founder, CIO and CEO of Eminence Capital Ricky Sandler talks about his journey launching the $5.7 billion dollar asset manager, how the market has changed over the past decade and his motivations for participating in this year's Sohn Hearts & Minds conference. Listen to the full podcast episode below.

Posted

Conference

November 2, 2022

Equity Mates

Disclaimer: This material has been prepared by Equity Mates, published on Nov 02, 2022. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.

facebook

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Daniel Loeb oversees $US11.7 billion ($18.5 billion) at New York-based Third Point. Picture: Bloomberg

October 23, 2023

Dan Loeb to headline Sohn Hearts & Minds

Famed hedge fund manager Dan Loeb has been named as one of the headline acts for next month’s Sohn Hearts & Minds philanthropic investment conference to be held in Sydney.

Ravi Chopra's Azora Capital had its best month in March when it shorted the US banks that failed. Picture: Jaclyn Licht

October 23, 2023

US Bank Run Has Slowed To A Walk, But Instability Remains

When Ravi Chopra reveals his stock pick at the prestigious Sohn Hearts & Minds conference at the Opera House in Sydney next month, it could well be a short bet on a US bank.

October 18, 2023

Two small caps: Propel Funeral Services (ASX: PFP) and Clarity Pharmaceuticals (ASX: CU6)

Get to know our 2023 Conference Fund Manager Rikki Bannan of IFM Investors who recently featured on the Equity Mates Media podcast.

October 16, 2023

How this hedge fund pulled off 2023’s ‘big short’

Last year, Ravi Chopra was travelling through Europe to shop his latest short idea to potential investors. “Financials are really all in the weeds,” he told The Australian Financial Review in an interview from New York.

IFM Investors executive director Rikki Bannan is a keen follower of stocks in the healthcare sector, but she knows it can be a risky place to invest.

October 10, 2023

Beware the pitfalls of investing in healthcare, says IFM boss

“Healthcare is often viewed as a stable, defensive sector to invest in, but in small caps that hasn’t necessarily proven to be the case,” she says in an interview ahead of her appearance at the Sohn Hearts & Minds Conference 2023.

October 6, 2023

Secret to a long life cheaper than you think celebrity physician Peter Attia reveals

Don't miss Dr Peter Attia who will speak at the Sohn Hearts & Minds Conference at the Sydney Opera House next month.

Angela Aldrich of Bayberry Capital Partners in New York. Picture: Jaclyn Licht.

September 18, 2023

‘Volatility is opportunity’: why this manager loves shorting stocks

Angela Aldrich of Bayberry Capital Partners LP bet against Treasury Wine Estates at the top of the market and now she's preparing to make her next big call at this year's Sohn Hearts & Minds Conference.

September 15, 2023

Top fund managers share 11 stock picks for the long term

After a dramatic earnings season, fund managers, including Jessica Farr-Jones of Regal Funds and Kieran Moore of Munro Partners (HM1 Core Fund Managers), have shared some of their top picks for long-term growth.

September 11, 2023

Investors Sweeten On Hedge Funds As Rates Climb

After a decade of easy money pushing equity markets in one direction, Wall Street hedge fund manager Ricky Sandler says the return of volatility and higher interest rates is seeing money return to long-short strategies.

Eminence Capital CEO Ricky Sandler, left, with Sohn Australia co-founder Matthew Grounds. Picture: John Feder

September 11, 2023

Stock Stars Look Under The Surface

Influential New York-hedge fund manager Ricky Sandler returns to Australia to make a new pick at this year’s Sohn Hearts & Minds conference that will be held at the Sydney Opera House on November 17.

Barrenjoey co-executive chairman Matthew Grounds and New York-based Eminence Capital fund manager Ricky Sandler will be at the eighth Sohn Hearts & Minds conference. Picture: Peter Rae

September 11, 2023

Top Ny Stock Picker Warns Inflation To Remain Above Pre-Covid Levels

Influential New York hedge fund manager Ricky Sandler of Eminence Capital returns for the 2023 Sohn Hearts & Minds Conference in Sydney and says no one is focused on picking interesting, idiosyncratic stocks.

August 4, 2023

New Relic

New Relic was pitched by Ricky Sandler of Eminence Capital at the 2022 Sohn Hearts & Minds Conference.

June 18, 2023

Investors can’t agree how to value the world’s hottest stock

Despite mixed investor opinions, Munro Partners (Core Fund Manager) remains a strong believer in Nvidia. They are standing firm in their investment and still consider it a solid buy.

June 8, 2023

Stock pickers bet the field in slowing domestic market

Fund managers have batted away fears of an inflation-led recession, with Qantas, Seven Group and Treasury Wines named among the best investments by Australia’s top stock pickers.

March 27, 2023

The imaginary nepotism that drives Carsales global growth

The long-term approach of Carsales (2022 Conference stock pick) and its CEO Cameron McIntyre has delivered big gains for investors. He reveals his secret to staying strategic.

October 3, 2023

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.

No results found.

Please try a different search keyword or filter.