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Nvidia's wild swings and 11 Sohn Hearts & Minds stock picks reviewed
Equity Mates reviewed the high conviction stock picks presented at the 2025 Sohn Hearts & Minds Conference.
Nvidia's wild swings and 11 Sohn Hearts & Minds stock picks reviewed
Equity Mates reviewed the high conviction stock picks presented at the 2025 Sohn Hearts & Minds Conference.Read Transcript
More Insights
How to beat the market without owning Nvidia shares
Vihari Ross' global fund returned more than 20 per cent in the year to September 30 versus about 10 per cent for the benchmark without owning Nvidia, Meta, Tesla, Apple or Broadcom.
Square Peg's Ben Hensman names top picks in a hot tech sector
“We’re really looking for people who have that strong growth arc. Even though they’ve reached material scale, they’re still changing and moulding their company to move really fast, and they’re curious.”
'Here to pitch the parent company': Jim Chalmers' Sohn pick
The federal treasurer got into the spirit of the Sohn Hearts & Minds event with a big-picture investment tip – and a dig at our nation’s fundies.
Forget Trump volatility says top investor and focus on China threat to Australia
Australian investors should be more worried about China than sweating on Federal Reserve independence and other market obsessions to do with Donald Trump, says billionaire conservative Baron Michael Hintze.
Activism without proxy fights is like ‘Catholicism without hell’: Loeb
An older, wiser Dan Loeb reckons his activist approach has changed, but the Wall Street icon will never put away the big stick.
Net zero move good, but Libs need ‘north star’: Lord Hintze
Michael Hintze, one of Australia’s richest international billionaires and donor to conservative parties, says the Liberals are lacking a “north star” but dumping net zero was a smart move.
Third Point’s Loeb leads bullish investors despite stock slump
Major investors say the global economy is strong enough to withstand a bubble in artificial intelligence and turmoil in private credit markets despite a sharp fall on Wall Street and the ASX over the past week.
The 9 hottest stock tips from this year’s Sohn fund managers
Defying markets gloom, top investment chiefs pitched their best global ideas, from an “OG in AI” to a retirement giant.
10 top stock picks from Sohn Hearts & Minds conference 2025
Global fund managers gathered at the 2025 Sohn Hearts & Minds conference to pitch their best stock ideas. Here are all 10 tips in the order they were presented.
Anthony Scaramucci says everyone in Trump's orbit hates him
“The Mooch”, as he’s affectionately known, is a man in high demand. He’s flown into Sydney to headline the Sohn Hearts & Minds conference at the Opera House, an investment community jamboree that raises money for charity. He landed in London the night before, and will leave Sydney the next day for the brutal 24-hour return to New York.
Queenstown to host 2026 Sohn Hearts & Minds Conference
We're thrilled to announce Queenstown, New Zealand, as the destination for the 2026 Investment Leaders Conference, to be held on Friday 6 November.
Rikki Bannan – Don’t get caught up in momentum
Conference Fund Manager Rikki Bannan, Executive Director at IFM Investors, joins Equity Mates to discuss her standout 2023 stock pick, Telix, and explore what opportunities lie ahead.
Trump unifies top investors in decade-long bullish outlook for US
Nick Moakes, CIO of the $72 billion Wellcome Trust, told the conference that too many investors were banking on a return to the ultra-low interest rates that prevailed over the past decade.
More Podcasts
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.
