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Explore articles and perspectives from the brightest minds in investment and medical research.
It’s Trump I fear, says Putin’s nemesis
Bill Browder, once the largest foreign investor in Russia and the man behind the global Magnitsky justice campaign, says the US is the weakest link in the war in Ukraine.
This fundie fought Vladimir Putin. He says there can be no peace deal
Bill Browder, the fund manager who has become one of Vladimir Putin’s fiercest critics, says the Russian leader is increasingly desperate, but no less dangerous.
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.
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.
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.
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.
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.
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.
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.
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.
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.
‘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.
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.
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.
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.
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).
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.
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.
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.
Invest in the Journey: Munro's long-only strategy
Jeremy Gibson, Partner and Portfolio Manager at Munro Partners, delves into where the portfolio is currently positioned in addition to his outlook for the months and years ahead.
The Florey: New target in MND drug discovery
The Florey investigates how a previously underappreciated cell type potentially contributes to the progressive loss of motor neurons in Motor Neurone Disease (MND).
Munro Partners: Advanced Micro Devices
Munro Partners shares their thoughts on a company they believe has a very sustainable earnings growth trajectory ahead due to the beginning of a new era within the high performance computing sector.
TDM: 15 lessons business leaders can learn from high performing sportspeople
Core Fund Manager TDM Growth Partners recently held a panel tackling what fast growing companies can learn from high performance sporting teams.
The Memo: I Beg to Differ
Howard Marks, Co-Founder of Oaktree Capital, argues in his latest memo that investors must depart from the pack in order to earn above average returns, even if this carries with it risk of being incorrect.
Remarkable Demo Day 2022: Disability-tech accelerator
Remarkable, Australia’s first disability-tech accelerator made possible by Cerebral Palsy Alliance, has released a video sharing the innovative products developed by the 2022 cohort.
