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Explore articles and perspectives from the brightest minds in investment and medical research.
In the Know Podcast: The coming 'viral blizzard'
Magellan’s Chairman and CIO Hamish Douglass speaks with one of the world’s foremost epidemiologists, and a member of President Biden's Transition COVID-19 Advisory Board, Dr Michael Osterholm.
Five global trends point to buys and sells for 2022
A VGI Partners Senior Investment Analyst discusses five opportunities, three buys and two sells in light of expected market developments for 2022.
Cota Capital: Knowledge is the Ultimate Capital with Infinite Possibilities
In this episode of Founders in 15, Lily Sarafan sat down with co-founders, Babak Poushanchi and Bobby Yazdani to discuss the Origins of Cota Capital.
Hamish Corlett picks Spotify as his top stock again at Sohn Hearts & Minds Conference
Hamish Corlett is the only stock picker in the history of the Sohn Hearts & Minds Investment Conference to pitch exactly the same company twice.
Regal Funds founder Phil King’s short share tips
An experienced investor with a track record of short selling, King will be the only fund manager on the day tipping a short stock at the annual Australian Sohn Conference on Friday.
Regal’s Phil King shorts GameStop in tactical shift
Regal Funds Management has upended its short selling approach to combat the pressures of a rising bull market, focusing on share price blips, according to chief investment officer Phil King.
Sohn delivers lessons on tech disruption
From e-signatures to last-mile logistics and facials, the annual conference showed that waves of disruption continue to break in different ways across different sectors.
Sohn Hearts and Minds: The Australian Fund Manager Coverage
Leading fund managers reveal their top stock picks for the year ahead at the Sohn Hearts & Minds Conference. Read The Australian live coverage.
Hearts and Minds 2021: Buying is only half the battle
Patrick Poke from Livewire reviews some of the stocks held by HM1 and pitched at the 2020 Sohn Hearts & Minds Conference.
Here comes the Sohn: big names battle over conference music
For all that heavyweight finance names Michael Walsh, David Paradice, Matthew Grounds and Gary Weiss have in common professionally, one thing they can’t seem to find consensus on is music.
Why The Sohn Hearts And Minds Conference Is So Important To TDM
TDM Growth Partners share why they love being involved in HM1 both as a Core Manager and a Conference Manager.
In the Know Podcast: The Inflation Spectre Looming the Global Economy
Hamish Douglass and former US Federal Reserve Governor Kevin Warsh discuss the US Federal Reserve and European Central Banks' low interest rates freeze.
A hedge fund sleuth who seeks only the truth
Conference Manager Joyce Meng's FACT Capital is proof that the existing Wall Street model could be wildly improved upon.
Cota Capital analyst Babak Poushanchi tops the bill with stock tip up more than 200%
Cota Capital’s Babak Poushanchi emerged the top picker from the 2020 Sohn Hearts & Minds Conference, with his pick's share price up more than 200%.
Quick commerce set to deliver big returns in a hurry, says Tekne Capital’s Beeneet Kothari
Beeneet Kothari talks 'quick commerce', a topic at the heart of his stock pick for the 2021 Sohn Hearts & Minds Conference.
Why this $6.1b fundie prefers climate stocks to Chinese megacaps
Returning Conference Manager Nick Griffin of Munro Partners attempts to capitalise on the climate change thematic that it has declared as the biggest investment opportunity since the internet.
Scaling Up: Lessons for the world's best CEOs and Founders
Scaling Up Podcast, hosted by Ed Cowan and supported by TDM Growth Partners is back for its fifth season, giving incredible insight into what it takes to scale a business.
The Other COP: Biodiversity and natural capital enters the spotlight
Core Manager, Paradice Investment, provides a brief guide, to biodiversity and natural capital, the ecosystem services they provide, and the ways investors can respond.
Firetrail Investments stockpicker Eleanor Swanson on hunt for next success story
New Conference Manager Eleanor Swanson was instrumental in convincing the investment team at Firetrail Investments to buy into AfterPay.
The Millennial fund manager who pounded the table on Afterpay
Firetrail's rising star Eleanor Swanson was instrumental in getting the firm to back Afterpay when it was trading at just $20, winning over the senior investment managers.
‘Very, very high conviction’: Sohn fundie’s top stock pick
Eley Griffiths Group portfolio manager David Allingham says the Sohn Hearts & Minds Conference is the Australian investment management industry’s answer to the Woodstock Festival.
Equity Mates: Beeneet Kothari, Tekne Capital Management
Returning Conference Manager Beeneet Kothari sat down with Equity Mates to discuss his first investment, views on China and Cryptocurrency, and why he loves being involved in the Sohn Hearts & Minds Conference.
This New York-based fund manager hates Alibaba but loves PayPal
Aravt Global's Yen Liow focuses on the payments sector and discount retail, as well as finding mid-size companies that can capture market share in niche corners of tech and other sectors.
Manager Meetings: Hamish Corlett
Hamish Corlett, Co-Founder of TDM Growth Partners shares the TDM story going from $1m FUM to over $2b today on the Manager Meetings podcast.
Early investors key to Moderna’s successful vaccine, says multi-billionaire co-founder
Professor Robert Langer, the billionaire co-founder of vaccine maker Moderna says that early investors in the biotech startup should share the credit for the development of the company’s coronavirus vaccine.
