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Explore articles and perspectives from the brightest minds in investment and medical research.
Investment Insights: Rikki Bannan on Top Picks and Trends
Join us for an engaging episode featuring Rikki Bannan, Portfolio Manager of IFM Investors and HM1 Conference Fund Manager. This episode explores Rikki's career journey, investment strategies, and her 2023 conference stock pick, Telix Pharmaceuticals (ASX.TLX).
Magellan decode the Magnificent Seven
Get the latest insights from Magellan on the Magnificent 7 (NVIDIA, Meta, Tesla, Amazon, Microsoft, Alphabet Inc. Apple) including profitability, fundamentals and the future.
Exploring HM1 Stocks: Key Insights from Reporting Season
We asked our fund managers for an update on how some of our key positions are performing off the back of the reporting season. Overall, it was a good period for the fund with some good moves to the upside.
Chipping away at the semiconductor market
In a recent episode of In The Know, the team at Magellan discuss the outlook for the Semiconductor chip industry covering many stocks in HM1's portfolio including their recommended stock for our core portfolio.
Stock Story: ResMed
This month we take a deep dive into ResMed - one of the conference stocks within the fund that was astutely picked by Chris Kourtis of Ellerston Capital.
Australia Day Honours: Lorraine Berends of Qantas Super
Congratulations to our Board of Director, Lorraine Berends, who was awarded AM in the Australia Day honours.
Fowler toasts Sohn legacy
Grounds, Fowler, and Weiss set up the Australian version, the Sohn Hearts & Minds conference in 2016, with the first meeting at the Sydney Opera House.
How To Master The Art Of Winning The Room
Jonathan Pease, the creative director behind the Sohn Hearts & Minds Conference and author of the book, Winning the Room, recently sat down for a chat with Mark Bouris on Straight Talk.
Peter Cooper talks building and instilling a culture of humility and excellence
In this episode, our guest is the renowned investor, Peter Cooper, founder and Chief Investment Officer of Cooper Investors (Core Fund Manager). A founding supporter of Hearts and Minds, Peter is a staunch advocate of our model and its philanthropic purpose, actively engaging in every facet of Hearts and Minds.
Guzman y Gomez | Performance Update
Guzman y Gomez (GYG) held its Annual General Meeting on 30 November and provided an update on its FY24 year-to-date results.
Prof Daniel MacArthur | 2023 Sohn Hearts & Minds Conference
At the 2023 Sohn Hearts & Minds Conference, we heard from Prof Daniel MacArthur, the Director of the Centre for Population Genomics.
Prof Michelle Simmons AO | Sohn Hearts & Minds Conference
At this year's Sohn Hearts & Minds Conference, we heard from Prof Michelle Simmons, the CEO and Founder of Silicon Quantum Computing.
Prof Misty Jenkins AO | 2023 Sohn Hearts & Minds Conference
At the 2023 Sohn Hearts & Minds Conference, we heard from Prof Misty Jenkins. Misty is a NHMRC fellow and laboratory head of the Immunology Division at the Walter and Eliza Hall Institute.
Jun Bei Liu on her high conviction investment strategy
In this episode, HM1 Chief Investment Officer Charlie Lanchester is joined by Jun Bei Liu. Jun Bei is the Portfolio Manager of Tribeca’s Alpha Plus Fund and since taking over managing the Fund, she has quadrupled AUM.
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.
‘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.
Investors Sound Warning On Private Equity Timebomb
Institutional investors such as super and pension funds are investing in private equity at “exactly the wrong time,” a top hedge fund manager has warned, as sharply higher interest rates threaten a wave of bankruptcies.
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.
