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Explore articles and perspectives from the brightest minds in investment and medical research.
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.
Genomic medicine the future of health?
DNA sequences may well hold the secrets to better health. Profound changes in the practice of medicine are underway, being driven by rapid developments in several fields, particularly in genomics.
Why Chris Kourtis just bought CSL and ResMed
A true contrarian investor, Chris Kourtis can find himself sounding a lot like a bull when in the company of bears, and there’s a lot to be bearish about at the moment.
Five Secrets To Delivering The Perfect Pitch
Australia’s best stock pickers have just eight minutes to convince the country’s top money managers they have found an investment gem that the market has overlooked.
Paradice and Lew on their love of medical research – and Greece
Solomon Lew, the billionaire retailer, has known David Paradice, the high-profile fund managers, for years. Beyond investing, they share a common interest in medical research – and holidaying in Greece.
Meet the 2023 Conference Managers
Following a rigorous global search, the Conference Fund Manager Selection Committee is pleased to share ten new managers for 2023.
Nine stock picks from some of Australia’s biggest fund managers
From garbage collection to race car manufacturing, nine fund managers at some of Australia’s largest investment firms have given their best stock picks for investors looking over the long term.
Where Regal's Phil King is searching for opportunities
HM1's CIO, Charlie Lanchester, talks to Phil King of Regal Funds about his passion for stocks, his ongoing search for opportunities, and some of the sectors he’s excited by right now. Phil King of Regal Funds, has been a tremendous supporter of Hearts & Minds since the beginning.
