Disclaimer: This material has been prepared by Equity Mates, published on 8 November 2023. 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.
Tom Naughton - There's Money In Mi Goreng | Prusik Investment
Tom Naughton is Managing Partner and CIO at Prusik Investment. In this episode, he chats to Equity Mates ahead of his appearance at the 2023 Sohn Hearts and Minds Conference.
Tom Naughton - There's Money In Mi Goreng | Prusik Investment
Tom Naughton is Managing Partner and CIO at Prusik Investment. In this episode, he chats to Equity Mates ahead of his appearance at the 2023 Sohn Hearts and Minds Conference.Read Transcript
More Insights
An Australian fund manager finds redemption in the copper boom
Bond is in hot demand. He’s one of only a handful of speakers invited to return to the Sohn Hearts and Minds charity stockpicking conference, which is being held this year in Queenstown.
.png)
‘What is GDP for?’: Strategist Michael Every on the dangers of Australia ignoring economic risks
According to Singapore-based global strategist with Rabobank Michael Every, countries have spent decades optimising for quarterly or annual GDP numbers without asking what growth is actually for: and that is safety, sovereignty and resilience.
He nailed Trump’s big plan. Now he fears Australia’s China-US squeeze
Strategist Michael Every says Trump’s economic statecraft is working, even when it looks messy. But he fears a moment of truth is coming for Australia.
Why US banks are opening new branches, not closing them
US banks are reopening physical branches to attract deposits, strengthen customer relationships and gain market share, showing that face-to-face banking remains valuable despite the shift to digital services.
.png)
‘Critically underpriced’
Robert Mullin tips resources surge as AI forces energy market reset
.png)
Fundie's stock tips need to pass the dinner party test
John Pinkel backs his conviction in overlooked stocks, from AI chipmaker SK Hynix to sportswear brand ASICS. David Rogers examines the Indus Capital fund manager’s contrarian approach and how he spots opportunities others miss.
Why Samantha D'Amore of Cymer Capital is looking beyond US
Samantha D'Amore shares where she's finding compelling opportunities beyond the US and the global themes shaping her investment approach.
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.
Is anyone brave or stupid enough to bet against America?
Stock pickers have been punished for betting against the US. The choice between consensus and contrarianism on American exceptionalism is now harder than ever.
Eleven stock tips from Sohn to get you through 2025
“There’s no finer place for the finance festival than in the festival city,” said Matthew Grounds. He, along with fellow Barrenjoey co-executive chairman Guy Fowler and investor Gary Weiss, is one of Sohn’s driving forces.
Howard Marks and Sohn’s big stars reveal seven rules for investing
Among the stock picks and stunts at the Sohh Hearts & Minds event, Howard Marks and Nick Moakes provided investors with long-term rules for playing markets.
Sohn ASX stock pick: Ellerston Capital’s Chris Kourtis backs Perpetual
Chris Kourtis has put his biggest bet on embattled Perpetual – picking one of the most hated stocks on the ASX – that he believes will soon be the ‘cheapest listed asset manager of scale in the universe’.
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.
