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Explore articles and perspectives from the brightest minds in investment and medical research.
Billionaire hedge fund manager enacts ‘little short’ on the market
Investing veteran Lord Michael Hintze says he’s taking out insurance against expensive debt and equity markets that are being propelled by passive flows.
Stillpoint founder Eric Wong reveals major China tech investment strategy
Eric Wong will present his investment case at the Sohn Hearts & Minds conference at the Sydney Opera House on Friday, November 14.
Block by Block: Building the Future of Money with Owen Jennings
TDM Growth Partners had the pleasure of speaking with Owen Jennings, the product leader of one of the world’s most influential tech companies - Block Inc (NYSE:XYZ).
Reporting Season Insights
Second quarter results were strong across the board driven by the technology and finance sectors. Despite concerns over US tariff implementation, economic growth remains positive and stock markets were propelled to new highs.
IPO hopeful Rokt’s valuation surges to $7.2b
Hearts and Minds Investments told investors that it would increase the value of its initial $20 million stake in Rokt to more than $38 million.
Rokt: from Australian unicorn to global e-commerce leader
Founded in 2012 by Bruce Buchanan, the former Jetstar chief who scaled the airline from the ground up, Rokt was created to solve a key gap in the e-commerce market.
The Power of Focus: Running a 20-Stock Global Portfolio
In this episode of Inside the Rope, David Clark is joined by Nikki Thomas, one of Australia's most respected global equity investors and Portfolio Manager at Magellan.
A golden year for Wall Street’s Australian stock picker
Matthew McLennan’s $14.5 billion position in gold bars and miners paid off handsomely for First Eagle this year. But he insists the precious metal still has room to run.
Nick Griffin on finding stocks that can double earnings in 5 years
In this episode of Success and More Interesting Stuff, Griffin shares how he built Munro from $20 million to more than $5 billion in FUM, the key signals he looks for in structural winners, and what comes next for AI, healthcare, and defence investing.
Still Obsessed - Steven Marks, Co-Founder and Co-CEO Guzman y Gomez
Discover the next chapter for GYG—what’s changed, what hasn’t, and what Steven’s learned along the way. It’s a candid look at what it takes to lead through hypergrowth without losing the heart of the brand.
Disruption, Valuation and AI with Alex Pollak of Loftus Peak
Alex Pollak, Chief Investment Officer at Loftus Peak, has built a reputation for investing on the cutting-edge of disruption. And no doubt, US tech has been a good place to invest over the past decade. But a lot of Australian fund managers have invested in that space, few have matched his returns.
Coeur Mining – a high-conviction precious metals re-rating story
Coeur Mining provides access to precious metals production in politically stable jurisdictions, with potential for operational and valuation upside.
Less than 5% of stocks are “genuine winners” – here’s how to find them
Interesting story or genuine growth company? "Show me the earnings growth, and I’ll show you what I think about it" says Munro's Qiao Ma.
HM1 Leadership Restructure
The Board has announced the restructure of its leadership, transitioning from a full-time CEO role to a more streamlined model.
‘The Mooch’ says Trump will have to cut China tariffs below 10pc
Scaramucci, who is best known as The Mooch, is the first big-name global investor to be confirmed for the Sohn Hearts & Minds conference in Sydney in November.
Bitcoin ‘on track’ for $US200,000: Anthony Scaramucci
Bitcoin could hit as much as $US200,000 ($311,000) by the end of this year, fuelled by surging inflows into exchange-traded funds and Donald Trump’s erratic policymaking.
My biggest mistake: Anthony Scaramucci on what makes Donald Trump tick
On Elon Musk, money and the White House, fast-talking Wall Street hedge fund manager and former Trump communications director Anthony Scaramucci tells it as he sees it.
Why ‘The Mooch’ thinks Trump is more dangerous this time around
Anthony Scaramucci says Trump has fewer constraints on his worst instincts in his second administration. But he still gets bored easily.
On the Couch with Nick Griffin (Munro Partners): Talking AI, Tech and Trump
In this episode, Henry Jennings is joined by Nick Griffin, founding Partner and Chief Investment Officer at Munro Partners (HM1 Core Fund Manager).
Meta and Microsoft surprise, Aussie rate cuts “locked in” & Pimp my Portfolio
Discover the key takeaways on US earnings season—Big Tech, AI and more. Plus, fresh market insights on inflation, potential rate cuts and the latest edition of Pimp my Portfolio.
Three investment sectors offering growth, innovation and opportunity
Magellan’s investment team looks at three interconnected investment sectors that continue to offer growth opportunities.
$1.4 million boost for SA medical research
South Australian medical research will receive a $1.4 million cash injection, as a direct result of a major investment and philanthropy conference held in Adelaide.
Impact Video Series: RPA Green Light Institute
We interviewed leading individuals from The Royal Prince Alfred Hospital Green Light Institute to discuss the importance of medical research, their recent breakthroughs and the vital need for private funding.
Reporting Season Insights: HM1 Core Portfolio Holdings
We spoke to our dedicated fund managers for an update on some of our major portfolio holdings following reporting season.
The investing megatrends you can’t ignore (and some you should rethink)
James Marlay of Livewire sat down with Vihari Ross of Antipodes (HM1 Conference Fund Manager) and James Tsinidis of Munro Partners (HM1 Core Fund Manager) to discuss the biggest megatrends shaping the future.
