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Sohn: NYSE-listed Estee Lauder’s Northcape Capital pick
Northcape Capital’s Fleur Wright this gives a rare opportunity to buy a high quality company at an attractive price.
Sohn Hearts & Minds Investments fund targets $1.5bn valuation
Hearts & Minds Investments chair Chris Cuffe is hoping for HM1 to grow to more than $1.5bn in the next five years.
Why this New York hedge fund manager sees opportunity in European stocks
Influential New York-hedge fund manager Ricky Sandler will turn to Europe for his next stock pick.
Antipodes’ Ross says short-term wealth hinges on US election
The portfolio manager says defensive stocks pose a bigger risk than the magnificent seven for investors that are overexposed to the American sharemarket.
Concentration risk key for investors: Antipodes Partners’ Vihari Ross
The concentration risk in global stock indexes that has built up during the strong rise over the past year must now be a key consideration for global investors, according to Vihari Ross.
The fundie betting big on China – with help from AI
Mr Mehta is sticking to his well-worn strategy: he’s hunting for companies across Asia that aren’t battling intense competition and have management teams focused on costs, cash generation and high payouts to shareholders.
Why this fundie wants you to ‘wince’ at his stock picks
When fund managers come to pitch their favourite stock at the annual Sohn Hearts & Minds conference, there are two ways they can go: they can play it safe, or they can take a risk and shock the room.
IFM Investors’ Rikki Bannan backs small cap investments to rebound after mixed performance
IFM Investors executive director Rikki Bannan believes this year could be a good one to invest in some select small cap stocks.
Meet the 2024 Conference Managers
Following a global search, the Conference Fund Manager Selection Committee is pleased to share eleven new managers for 2024.
Chris Kourtis is on a winning streak. Here’s his next ASX pick
Chris Kourtis of Ellerston Capital thinks he’s found another winner and thinks it’s the last chance to have a bite at the cherry before the strategy plays out.
Why Ellerston Capital’s Chris Kourtis plans to back a ‘hated’ stock
Chris Kourtis of Ellerston Capital plans to tip one of the “most hated” stocks in Australia when he presents at the 2024 Sohn Hearts & Minds Conference.
Alex Pollak champions rewards of disruptive investment
Alex Pollak’s funds management company Loftus Peak rode the Nvidia wave and he is now looking at more opportunities in disruptive industry stocks.
Missed out on Nvidia and Ozempic? This fundie says it’s never too late
Northcape Capital’s Fleur Wright is still kicking herself for not owning market darlings Nvidia and Novo Nordisk, the maker of the weight loss wonder drug Ozempic, before shares of those companies rocketed in 2023.
Asian Market Potential with Tom Naughton of Prusik
CIO Charlie Lanchester sits down with Tom Naughton, CIO of Prusik Investment Mgmt. Tom shares his investment philosophy, the opportunities and challenges in Asian markets, and how his 2023 conference stock pick, Swire Pacific (0019.HK), delivered an impressive 30% return.
Scalar Gauge Fund founder Sumit Gautam cautious about over-hyped AI
Tech investor Sumit Gautam carefully avoids the word bubble when describing the investor frenzy surrounding the rise of artificial intelligence, but warns there are dangers of getting caught up in the hype.
With Purpose podcast with Michael Traill
Tune in to hear from Michael Traill AM, Executive Director of For Purpose Investment Partners, Chair of the Paul Ramsay Foundation, and HM1 Board Director.
The Wellcome Trust’s Nick Moakes made a 100-year bet. It’s paying off
Chief Investment Officer, Nick Moakes raised almost $3 billion at ultra-low rates. Sometimes the long view can be the most profitable.
Exploring HM1 Top Stocks: Key Insights from Reporting Season
We have just come to the end of reporting season and the fund managers of our major portfolio holdings gave us their insights into the latest results of our key holdings.
Honesty the only policy that matters, says Wellcome Trust’s Nicholas Moakes
The chief investment officer of the London-based $71bn Wellcome Trust, Nick Moakes, has a simple rule for the trust’s investment team: “Never invest with anyone who is or has been or should have been in prison.”
Why Howard Marks says you’re making a big mistake
Howard Marks says investors must ignore manic depressive markets and focus on the bigger picture. Rates will be higher for longer and that will bring pain – and opportunity.
Building Hearts and Minds with Co-Founders Matthew Grounds and Guy Fowler
In this episode, co-founders Matthew Grounds AM and Guy Fowler OAM discuss their journey in building Hearts & Minds and its philanthropic model that has donated over $70 million to medical research.
Investors ‘comfortable’ about a Trump presidency, despite volatility
Economists and market experts say the outcome of the US presidential election has been largely priced in by investors as softening inflation helps to buoy sharemarkets both globally and locally.
Navigating the Resource Sector with Jeremy Bond of Terra Capital
In this episode, we chat with Jeremy Bond, Founder of Terra Capital and HM1 Conference Fund Manager. Tune in for insights into the world of resource investments and the exciting opportunities that lie ahead.
Nvidia became the biggest company in the world. Now what?
Now that Nvidia has reached the milestone of becoming the biggest company in the world, what does its future hold?
Nine stocks to buy and hold forever
The younger the investor, the more time they have to earn life-changing capital gains by staying invested in the market over the long term.
