Unique perspectives
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Explore articles and perspectives from the brightest minds in investment and medical research.
The world of rare genetic disease research
In this episode, we speak to Associate Professor Gina Ravenscroft. Gina is an Associate Professor in Neurogenetics at the Harry Perkins Institute of Medical Research in Perth. Her research interests are in rare genetic diseases, with a particular focus on neurogenetic diseases in babies and children.
Equity Mates review the stocks pitched at the Sohn Hearts & Minds Conference
Bryce and Ren of Equity Mates attended the Sohn Hearts & Minds Conference and reviewed the stocks pitched by our new 2023 Conference Fund Managers.
‘I Know It Sounds Crazy’: Cathie Wood’s Next Big Idea
Speaking from Ark’s headquarters in Florida ahead of her appearance at the Sohn Hearts & Minds Conference on Friday, Wood says she believes disinflation is now just around the corner in the US.
ARK Founder Wood Backs Bitcoin, Banking On Spot ETF Approval
Tech investment guru Cathie Wood is still a big believer in bitcoin, so it was fitting that she chose Grayscale Bitcoin Trust as her stock pick for the 2023 Sohn Hearts & Minds Investment Leaders Conference.
Cash Is King, Even For Professional Investors
The Future Fund has started preparing its $205 billion portfolio for a financial environment with higher inflation and warned other investors will need to follow its lead.
Hot Stocks To Ride The Next Healthcare Trends
Healthcare stocks – from sleep apnoea giant ResMed, to cancer diagnostic biotech Telix Pharmaceuticals – were recommended at the Sohn Hearts & Minds Investment Leaders Conference on Friday.
How Daniel Loeb, The Real Bobby Axelrod, Made His Wall Street Billions
When Damian Lewis, the actor who plays the ruthless hedge fund boss in the drama series Billions was looking for inspiration, he sat down with Daniel Loeb.
The 12 Hottest Stock Tips From This Year’s Sohn Experts
It might be time to look beyond big names. That was the message from top fund managers, company founders and super funds at the Sohn Hearts & Minds.
Webster Financial ‘Avoided The Mistakes Of US Bank Failures’
The US financial sector is not without its problems but Ravi Chopra backs Webster Financial Corporation as his stock pick for the 2023 Sohn Hearts & Minds Investment Leaders Conference.
Why Stock Picker Cathie Wood Of ARK Can’t Stand Google
The world’s highest-profile tech investor, Cathie Wood, might be bruised but she is certainly bullish. Nor is she holding back.
Wise Share Price Could Rise 50pc By 2025, Says Munro Partners
Global growth fund manager Munro has about $4.3bn in funds under management across four global funds, and usually invests in companies that are poised to win from massive structural change.
Future Fund Weighs Up AI Productivity Riddle
Mr Samild will participate in Friday’s macro panel at the prestigious Sohn Hearts & Minds conference, along with Sheila Patel and Atul Lele.
Hedge Fund Veteran Talks Lowest Moment In Toscafund’s 23-Year Run
Most hedge fund managers brag about their wins and shy away from their losses – Martin Hughes is not most hedge fund managers.
The ‘Armageddon Scenario’ Worrying The Future Fund CIO
Mr Samild shared his thoughts on the bond market – which underpins the returns of other assets – ahead of his appearance at Friday’s Sohn Hearts & Minds charity conference at the Sydney Opera House.
Advancing Medicine Is In Daniel MacArthur’s DNA
When genomic scientist Daniel MacArthur had the opportunity to set up a new Centre for Population Genomics in Australia in 2019, he jumped at the chance to return home after 12 years living overseas.
Ashish Swarup - Invest In Snacks, Let's Get That Bread | Aikya Investment Management
Ashish Swarup, Portfolio Manager and Investment Analyst of Aikya Investment Management joins Bryce and Ren to discuss emerging markets, and two stock deep dives.
Daniel Loeb’s Wall St Hedge Fund Third Point Raises Bets On Corporate Credit Crunch
An “obsession” around balance sheet strength and debt is creating a new wave of investment bets for the influential Wall Street hedge fund run by Daniel Loeb.
Learn what makes a high conviction investment and how to avoid short-term noise
In this episode, our Core Fund Manager Magellan shares how they select top stocks for the HM1 portfolio.
Bond Bullish On Commodity Stocks, Uranium
Mining stocks are poised to rise amid tight supply for key commodities such as copper, nickel and uranium, says Terra Capital founder Jeremy Bond.
This Hedge Fund Manager Is Making A 100-Year Bet On Luxury
European leisure and luxury – a designer handbag, a last-minute flight to Monte Carlo, a stay in a five-star hotel – is where many choose to spend their hard-earned cash. For Sharif el Khazen, it’s where he makes it.
How Munro Will Pick Its Next Stock Winner
Munro partner and portfolio manager Kieran Moore must select a single company to pitch to an audience of industry heavyweights at the prestigious Sohn Hearts & Minds conference in Sydney.
The Australian At The Centre Of Dalio’s Bridgewater – Who Loves It
The culture at Ray Dalio’s massive hedge fund has been a source of intrigue, and with a new book, controversy. Atul Lele says it’s made him a better investor.
Big thinkers in hunt for brain cancer cure
“Brain cancer is rare, but for people who do get it the prognosis is not good,” Assistant Professor Jenkins tells The Australian.
Meet The Goldman Sachs Legend Shaking Up Venture Capital
Sheila Patel says it was time for the venture capital sector to “grow up” and higher rates will help do that job. VC firms need to think differently about how they invest.
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.
Delve into the world of kids critical care and trauma research
In thie episode, we are joined by Dr. Marino Festa, or Rino for short. He is the Medical Director of NSW Kids ECMO Referral Service and a senior specialist in Paediatric Intensive Care at Children’s Hospital at Westmead.
