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Explore articles and perspectives from the brightest minds in investment and medical research.
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.
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.
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.
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.
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.
Preventing recurrent miscarriages and birth defects
In this episode, CEO Paul Rayson is joined by renowned biomedical researcher Professor Sally Dunwoodie. Prof. Dunwoodie's groundbreaking work has revolutionised clinical practices and enabled genetic diagnostic tests worldwide. In 2017, her team achieved a double breakthrough with the potential to prevent recurrent miscarriages and various birth defects.
Dan Loeb to headline Sohn Hearts & Minds
Famed hedge fund manager Dan Loeb has been named as one of the headline acts for next month’s Sohn Hearts & Minds philanthropic investment conference to be held in Sydney.
US Bank Run Has Slowed To A Walk, But Instability Remains
When Ravi Chopra reveals his stock pick at the prestigious Sohn Hearts & Minds conference at the Opera House in Sydney next month, it could well be a short bet on a US bank.
Two small caps: Propel Funeral Services (ASX: PFP) and Clarity Pharmaceuticals (ASX: CU6)
Get to know our 2023 Conference Fund Manager Rikki Bannan of IFM Investors who recently featured on the Equity Mates Media podcast.
Nick Griffin on how he finds global winners
In this episode, CIO Charlie Lanchester chats with Nick Griffin, the founding partner and CIO of Munro Partners, one of HM1's Core Fund Managers. They go over his career to date, reflect on the lessons he’s learned, and trace the decisions that led to him starting Munro.
How this hedge fund pulled off 2023’s ‘big short’
Last year, Ravi Chopra was travelling through Europe to shop his latest short idea to potential investors. “Financials are really all in the weeds,” he told The Australian Financial Review in an interview from New York.
Beware the pitfalls of investing in healthcare, says IFM boss
“Healthcare is often viewed as a stable, defensive sector to invest in, but in small caps that hasn’t necessarily proven to be the case,” she says in an interview ahead of her appearance at the Sohn Hearts & Minds Conference 2023.
How A/Prof Matt Call is teaching our body to kill cancer
In this episode, CEO Paul Rayson is joined by WEHI’s Associate Professor Matt Call to talk about his incredible research. Matt’s team teaches and trains the body's own immune cells to target and kill cancer cells.
Secret to a long life cheaper than you think celebrity physician Peter Attia reveals
Don't miss Dr Peter Attia who will speak at the Sohn Hearts & Minds Conference at the Sydney Opera House next month.
Understanding the 4 pillar framework underpinning a high conviction strategy
Listen to episode one with Chief Investment Officer Charlie Lanchester and TDM Growth Partners Investment Team Members Ed Cowan and Fraser Christie. They share their unique investment philosophies and delve into two high conviction stocks recommended for the HM1 portfolio.
‘Volatility is opportunity’: why this manager loves shorting stocks
Angela Aldrich of Bayberry Capital Partners LP bet against Treasury Wine Estates at the top of the market and now she's preparing to make her next big call at this year's Sohn Hearts & Minds Conference.
Investors Sweeten On Hedge Funds As Rates Climb
After a decade of easy money pushing equity markets in one direction, Wall Street hedge fund manager Ricky Sandler says the return of volatility and higher interest rates is seeing money return to long-short strategies.
