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Explore articles and perspectives from the brightest minds in investment and medical research.
Don’t rush to invest yet, fund manager tells Sohn event
Fund manager turned anti-corruption campaigner Bill Browder is advising investors to hang on to their cash until central banks stop raising interest rates and the cost of living starts to come down.
Fund managers go global for top Sohn conference stock picks over Aussie companies
SH&M had before Friday’s event made more than $40m in collective donations to medical research.
Fundies and billionaires party in Hobart
Two hundred of Australia’s best and brightest money managers, bankers and entrepreneurs toasted the seventh Sohn Hearts and Minds conference at David Walsh’s MONA.
Hearts racing: Rich listers rendezvous for speed-dating style stock picking
A room filled with 700 of the country’s financial luminaries and billionaires is a difficult place to pitch an investment idea but it’s a great place to raise money for charity.
How MONA’s David Walsh shocked our top stock pickers
Professional gambler and arts impresario David Walsh had a brutal message for successful top money managers – you may just be lucky.
Why Sohn’s top stock pickers want investors to play it safe
Top global money managers are telling investors to steer clear of companies that don’t make money and invest instead in unloved but profitable businesses.
Five years on, what are the best Sohn stock picks to date?
Some of the top fund managers in the country will on Friday pitch their best investment ideas to the Sohn Hearts & Minds conference.
Low debt counts for everything, says Perpetual’s Aboud
Perpetual’s top stock picker Anthony Aboud makes his money running against the crowd and this is why property trusts like Charter Hall are sitting right the top his list right now.
Perpetual’s Aboud says bet on balance sheets in turbulent markets
Perpetual’s Anthony Aboud says companies with strong balance sheets will finally be rewarded for their discipline in a time of global market upheaval.
How Gerry Cardinale of RedBird Capital tries to double his money investing in sport
The owner of AC Milan and a host of other soccer, cricket, baseball and ice hockey assets is trying to double his money in the ‘resilient’ asset class.
Think outside the box for green investment opportunities
James Miller, Portfolio Manager at Firetrail Investments, believes investors need to stop seeing the global decarbonisation push as a risk – and start seeing it as an opportunity.
Tim Carleton is backing the Aussie dream all the way
Carleton’s conviction will be on full display on Friday when he makes his third appearance at the Sohn Hearts & Minds Conference, where stock-pickers share their best ideas in the name of medical research.
Sohn Hearts & Minds with Nick Griffin and Maggie O'Neill
Maggie O'Neill, HM1's Head of Marketing and Operations joined Nick Griffin, CIO of Munro Partners to discuss Hearts & Minds' history, Munro Partners' involvement and Nick's upcoming stock pitch.
Why this fundie is betting on luxury as recession fears mount
Bob Desmond is Head of Claremont Global and Co-Portfolio Manager. He will present at the Sohn Hearts & Minds Investment Leaders Conference in Tasmania on November 18.
This fundie couldn’t be happier with her portfolio
Joyce Meng is a presenter at this year’s Sohn Hearts & Minds Investment Leaders Conference on November 18, which takes place in Hobart and aims to raise money for medical research.
Equity Mates: Ricky Sandler, Eminence Capital
Founder, CIO and CEO of Eminence Capital Ricky Sandler talks about launching the $5.7bn asset manager, changing market structures and why he's participating in the SH&M conference.
Why the sell-off in big tech looks overdone
Munro’s Nick Griffin on why he prefers Alphabet and Amazon over Meta, shorting industrials and Chinese equities, and his top picks for the energy transition.
Fortune favours the brave in China
An increasing intransigence from authorities in Beijing toward private enterprise and harsh pandemic restrictions might be keeping some investors away, but the same factors are creating good opportunities in Chinese stocks.
Auscap Asset Management founder sticks to a winning formula
When Auscap Asset Management founder Tim Carleton tips a stock at the Sohn Hearts & Minds conference in Hobart, he doubts it will be a name that shocks investors.
Markets to enter ‘new phase’ with hidden risks lurking, says top stock picker Peter Cooper
One of Australia's most influential fund managers warns that investment markets have entered a “new phase” that is set to test the financial system.
Why Peter Cooper can’t wait for the next 30 years on markets
The veteran fund manager says the most uncertain period of his career will deliver huge opportunities – providing his firm can stick to its system.
How BHP’s appointment of Ken MacKenzie won over fund manager Peter Cooper again
Ken MacKenzie's appointment as chairman of BHP five years ago was a sign for fund manager Peter Cooper to move back into the mining giant.
Why this fundie is betting big on two losing companies
Speaking to the AFR before the SH&M conference, Sandler named global on-demand ride-sharing and food delivery service Uber Technologies among his top picks, alongside real estate marketplace Zillow.
Why this fundie is calling the peak for CBA shares
Jun Bei Liu is the lead Portfolio Manager at Tribeca Alpha Plus Fund and is set to present an investment idea at the Sohn Hearts & Minds Conference in Hobart on November 18.
‘Forget forecasts – focus on quality’, says Claremont Global chief Bob Desmond
Bob Desmond is making his first appearance at the 2022 Sohn Hearts & Minds Conference.
